Finance & accounting
Hire an AI-trained finance & accounting VA — from bookkeeping to virtual CFO.
Books reconciled, payroll run, taxes prepped, reports on time. A full finance ladder of trained specialists — matched to your stack, managed to accuracy, and scaled as you grow.
What does a finance & accounting virtual assistant do?
A finance VA covers the full accounting workload of a growing business: bookkeeping and reconciliation, accounts payable and receivable, payroll, tax-prep support, financial reporting, and up the ladder to controller and virtual-CFO-level analysis. AI tooling accelerates the mechanical work — receipt OCR, bank-feed rules, report generation — while a trained finance professional owns judgment and the final numbers. Because we staff the whole ladder, you start with the level you need today and scale up without re-hiring: bookkeeper now, controller-level support later.
Finance roles
The full ladder, one managed bench
- Bookkeeping & monthly close
- Accounts payable & receivable
- Payroll processing & reconciliation
- Tax-preparation support
- QuickBooks & Xero management
- Financial controller support
- Virtual CFO analysis & forecasting
- Invoice, billing & expense management
The AI edge
Fast on the numbers, human on the judgment.
Receipt & invoice OCR
Dext and QuickBooks AI pull data off documents; your VA verifies coding and catches the exceptions that matter.
Close on schedule
Automated report generation means P&L, balance sheet and cash-flow land the same date each month — ready for decisions.
Numbers into insight
At the controller/CFO level, AI-assisted modeling surfaces trends and scenarios; your specialist turns them into recommendations.
Trust & accuracy
Finance errors compound. Management stops them.
Bad numbers cost money, miss deadlines, and drive bad decisions. The management layer — QA, review, accountability — is the product.
- DraftBoard-matched for integrity and reliability — non-negotiable in finance
- NDA + accountant-user access you control; never your bank login
- Weekly scorecard: close timeliness, reconciliation status, exceptions
- US account manager oversight and a 2-week replacement guarantee
Common finance roles
Questions, answered
Finance & accounting VAs
Q1Can one VA cover bookkeeping through CFO-level work?
Q2Are they a replacement for our CPA?
Q3How do you protect financial access?
We also serve
Know your numbers — always current.
Book a free 20-minute discovery call. We'll map your finance stack and match a specialist at the right level within 7–14 days.