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Hire an Accounting Virtual Assistant

Keep your books and your workload balanced.

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What Does an Accounting Virtual Assistant Actually Do?

Whether you’re chasing receipts, preparing client reports, or managing overdue invoices, financial admin tasks pile up fast. An accounting virtual assistant keeps your operations moving by handling the details that steal your time so you can focus on high-level strategy, client service, and compliance.

If you’re spending more time on back-office tasks than growing your firm, it’s time to get the support that makes a difference.

Focus on the Numbers That Matter — Let an Accounting VA Handle the Rest

An accounting virtual assistant helps manage routine but critical financial tasks that support accurate books, timely reports, and clean workflows.

They are not CPAs. However, they work alongside CPAs, bookkeepers, and finance leads to ensure that data entry, invoicing, reconciliation, and reporting happen consistently and correctly. They handle the process so you can focus on the analysis.

The Shift to Virtual Accounting Support

The demand for virtual assistant services has surged across the finance and accounting industry, and is not showing signs of slowing down.

Tools like QuickBooks Online, Xero, and cloud-based ERPs have become standard, so financial admin work no longer requires an in-office team. VAs trained in these platforms can now support firms from anywhere, with zero drop in quality. This is why almost 46% of small and medium enterprises (SMEs) now outsource some of their accounting admin or financial workflow.

Remote support gives you access to a deeper, more diverse talent pool of professionals who specialize in financial admin and know how to work efficiently across time zones. For growing firms, that’s a competitive edge that scales with you.

Is an Accounting VA Right for You?

From solo CPAs to fast-scaling finance teams, accounting VAs are an asset when your time is too valuable to be buried in admin work.

Individuals
  • Independent CPAs who want help with data entry, reconciliation, and invoice follow-ups.
  • Fractional CFOs who need reliable support handling recurring reports and client coordination.
  • Startup founders juggling their own books while growing the business.
Businesses
  • Small to mid-sized accounting firms looking to offload admin tasks without hiring full-time staff.
  • In-house finance departments at growing companies that need help organizing receipts, updating ledgers, and sending reminders.
  • Bookkeeping teams overwhelmed by volume and seeking help digitizing and categorizing transactions.

If you’re spending hours on work that someone else could handle, a virtual assistant for accounting can help you reclaim time, increase accuracy, and reduce burnout.

Build a stronger bottom line by freeing up your top line.

Find Your VA today

What Can an Accounting VA Do for Me?

Accuracy matters in accounting. Unfortunately, maintaining that takes time, especially when your inbox is full, reports are late, and no one’s organized the last month of receipts.

Instead of juggling details that distract you from higher-level work, an assistant can keep everything organized and on schedule. 

Here’s what accounting assistant duties your VA can take off your plate:

  • Enter invoices and expenses into QuickBooks, Xero, or your preferred software
  • Digitize and organize receipts by date, category, and client
  • Send invoice reminders at 30, 60, and 90-day intervals
  • Track payment status and flag accounts for follow-up
  • Schedule tax prep meetings and send document requests
  • Generate weekly or monthly expense reports from transaction data
  • Maintain clean records for audit readiness and reporting
  • Support report formatting and document prep for clients

With the right assistant, these routine accounting assistant responsibilities no longer slow you down. You get organized documentation, timely reporting, and better control over your financial operations.

Get Started

Should I Hire an Accounting VA?

If you’re constantly catching up on financial tasks or falling behind on documentation, it’s a sign your workflow isn’t sustainable.

You’re likely a fit if:

  • You’re entering invoices late or not at all
  • You spend hours chasing clients for payments
  • You’re always behind on monthly reporting
  • Your receipts and statements are scattered
  • Your team is overworked and under-supported
  • You know what needs to be done, but you don’t have the capacity to get to it

When you’re the one entering vendor invoices at 9 p.m. or digging through email threads for missing receipts, it’s a sign your workload has tipped too far into admin. Repetitive financial tasks are necessary, but they shouldn’t be your job.

Having an accounting virtual assistant helps by:

  • Keeping your books up to date without pulling you away from strategy
  • Reducing manual errors and delays in expense tracking
  • Following up on unpaid invoices so your cash flow stays healthy
  • Organizing receipts, records, and documentation for easy access
  • Freeing your team to focus on advisory, compliance, and high-value work
  • Preparing reports and summaries without constant direction
  • Saving time, reducing stress, and helping you scale sustainably
Overwhelmed?​

Your VA takes over the to-do list before it takes over your day.

Stuck?​

They handle the moving parts, so you can catch your stride.

Drained?

Your VA takes the weight of recurring tasks off your plate.

Backlogged?

When the to-dos keep stacking up, your VA steps in to take control.

Limited Time?

With an EA, your time goes where it counts, not to your task list.

Never miss another deadline, payment, or follow-up.

Start Delegating

How to Find and Hire a Great Accounting VA

Hiring an accounting admin assistant is one of the highest-leverage decisions you can make. But it only works if you find the right person and set them up to succeed.

Here’s how the process works:

Step 1

Define What You Need

Start by listing the top financial admin tasks that slow you down:

  • Invoice entry
  • Expense categorization
  • Reconciliation and reminders
  • Tax season scheduling
  • Report formatting

This gives you a clear picture of what to delegate first.

Step 2

Choose How You’ll Hire

Hire on your own

Hiring your own accounting virtual assistant might seem cost-effective at first. However, it’s a full-time project in itself since you’ll be responsible for:

  • Writing the job description
  • Sorting through hundreds of applications
  • Scheduling and conducting interviews
  • Testing for accuracy and attention to detail
  • Verifying credentials and references

And even after all that, there’s no guarantee you’ve made the right hire. Many firms either overpay for someone with the wrong skills or underpay and get unreliable work in return.

Additional Tip: Avoid defaulting to low hourly rates on job boards like Upwork. The lowest-cost option almost always ends up being the most expensive mistake.

What saves you now could set you back later. But if you still choose to go this route, be sure to look for:

  • Strong written and verbal communication
  • Familiarity with accounting platforms like QuickBooks, Xero, and Google Sheets
  • A detail-oriented, process-driven approach
  • Reliable availability that aligns with your working hours
  • A working knowledge of basic financial workflows
Work with a partner

If you don’t have time to manage hiring a or made the wrong hire before, working with a trusted staffing partner is the smarter route.

The right partner will:

  • Source from a curated talent pool
  • Pre-vet for communication and accounting skills
  • Handle contracts and onboarding
  • Train on your tools and workflows
  • Provide ongoing support and flexibility

A qualified staffing partner simplifies the entire process, so you don’t waste time or risk client relationships on bad hires.

Here’s what to look for in a hiring partner:

  • Proven experience placing VAs in accounting and finance
  • Rigorous vetting and onboarding process
  • In-house talent pool (not random freelancers)
  • Transparent pricing with no upfront fees
  • Support beyond placement: training, oversight, and replacements if needed

Hiring solo means rolling the dice on cost, quality, and consistency. If your time and client work are on the line, don’t take the risk. Choose a partner who can find the right fit the first time.

Step 3

Decide between Local vs Global

You don’t need to limit your search to local candidates. Some of the most reliable and skilled accounting assistants work remotely from other parts of the world.

Hiring globally gives you a strategic edge through lower costs, round-the-clock coverage, and access to professionals specializing in remote support for finance teams.

If you’re exploring talent outside your region, make sure to vet for:

  • Proficiency in English (CEFR B2 or higher)
  • Familiarity with tools like QuickBooks, Xero, or your ERP
  • Prior experience supporting accounting or finance workflows remotely
  • Strong communication habits and time zone compatibility

With the right person, working across borders becomes seamless.

Step 4

Prepare to Onboard and Manage

A successful working relationship doesn’t start with delegation, it starts with structure. Even an experienced remote assistant for accountants needs clarity to perform at their best.

To set your accounting VA up for success, be ready to:

  • Share SOPs, templates, and key workflows
  • Clearly define goals for the first 30–60 days
  • Use tools like Loom, Notion, or Google Docs for handovers
  • Schedule regular check-ins for updates and alignment
  • Offer early feedback to reinforce expectations

When onboarding is done right, your assistant builds confidence, delivers faster, and becomes a dependable part of your finance team. Their success is yours, too.

Let your VA handle the numbers behind the numbers.

Match With a VA today

Scaling for Where You’re At

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Solo-preneur

Just you.

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Small team

Under 50 people

Small Business

Growing workforce

50-200 people

Mid Market

Established team
200-500 people

Enterprise

Large organization

500+ people

Just Two Quick Calls 
and You're Done

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$0 dollars until you hire!

You don’t even pay until after you’ve met them. No risk. No commitment. Just results.

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With Magic You Get Way More Than Just a Great VA

A complete platform with tools and support that makes delegation effortless

Magic AI

Smart automation that amplifies your VA’s capabilities

Virtual Credit Cards

Secure payments without exposing your personal info

Automated Payroll

On-time payments and tax management handled

Hours Tracking

Smart automation that amplifies your VA’s capabilities

Magic 24/7

Always covered, even when your VA is offline

AL Role

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Billing concerns
Assistant complaints
Performance coaching
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Upskilling & Coaching
Unblocking your assistant…

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Accounting Virtual Assistant Roles

No matter the title or task, a well-trained assistant can plug into multiple workflows without missing a beat. Whether you need help preparing weekly reports, tracking late invoices, or scheduling tax prep calls, Magic VAs adapt to your systems and grow with your team, offering the flexibility to support wherever the gaps are.

Types of Accounting Virtual Assistant Roles
Accounting Virtual Assistant

Handles data entry, document organization, invoice tracking, and report prep. Keeps your numbers clean and workflows moving.

Virtual Assistant for CPA

Supports licensed professionals with financial documentation, client scheduling, and admin coordination to free up hours for high-level work.

Accounting Administrative Assistant

Manages back-office tasks like filing, data uploads, and tool updates to keep internal systems organized.

Virtual Assistant Accountant

Focuses on recurring workflows like expense logging, payment tracking, and reconciliation prep.

Remote Accounting Admin Support

Operates behind the scenes to keep your records current and your financial processes consistent.

Industries We Support
  • Accounting Firms
  • Fractional CFO Services
  • Startups
  • Solo Practices
  • In-House Finance Teams
  • Ecommerce Businesses
  • Construction & Real Estate
  • Professional Services
  • Nonprofits

Hiring an accounting VA gives you more than extra help. It gives you breathing room to focus on what moves the business forward.

The details matter. Let someone else keep them in order.

Meet Magic VAs

Why Choose Us Over Traditional Hiring

See why companies are ditching recruiters and platforms for our complete solution

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Frequently 
Asked Questions

How do you train your virtual assistants?

There are three main components to our training program: a multi-day virtual assistant training course (ending with a formal assessment they must pass to complete), our library of self-paced courses, and hands-on training in a remote position.

Where are your virtual assistants from?

We source top candidates from the Philippines, which is among the world’s top emerging markets.

What can my VA do?

The better question might be “what can’t my VA do?”! VAs can handle everything from simple tasks like calendar management to more complex tasks that require a deep understanding of your needs and preferences. Check out the use cases above for some examples.

Why should I hire a Magic VA instead of finding my own?

You can hire for almost anything online nowadays, including a VA. But how do you know the VA you’re hiring is going to be good? At Magic, we do all the pre-vetting for you to guarantee you’re getting a quality hire. We only onboard the top 1% of talent and train them to succeed. Plus, the hiring process on your own takes a ton of time and energy. With Magic, you can get started in 72 hours!

What is the hiring process like?

First, you talk to our sales team about your needs. Then, our Matching team finds a few candidates that we think will be great for you. Next, you interview the candidates and choose your favorite, or have our Matching team keep looking. Once you find the perfect hire, you’re billed weekly and there are no long-term commitments or hiring fees.

Thousands of 5 Star Reviews

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Big vouch for @magic. Tried them last night and definitely a keeper.

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@magic YOU ARE AMAZING! you have helped me and my husband so much this past month and helped reduce so much stress. thank you for being SO awesome!! 😊

December 21
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@MarkRiffey

Every time I use @magic, I ask myself why I don’t use it more often. It’s such a time saver. SMH:)

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@shayfrendt​

I have @magic make my IRL reservations. It’s worth every penny of the human interaction avoidance it provides.

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Robert Kirstiuk​
@robertkirstiuk​

@magic your service definitely is living up to its name!

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@JediMarioL​

I’ve been using @magic & loving it. Give it a try!

June 22​
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@scottrosenbluth

Super impressed by @magic – major time saver!

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Peter Marreck
@pmarreck​

So, @magic has consistently delivered, and by delegating a variety of task-minutiae to their 24/7 concierge service, has given me the time to focus on the things I’m best at without doing a ton of task-switching (which I’m not very good at). Not free, but good! #GetItDone

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Today alone @magic is 3/3 on getting some large bogus charges off my credit card. Awesome service!

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I just use @magic to help with a task I couldn’t do myself (test out an offline service in another country). It was super quick, easy and deliverables were spot-on perfect. Highly recommend!

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@magic Truly blown away by your service… 2am, cross-country, holiday request and you did it. Incredible – thank you so much!

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The service from @magic is like a secret weapon. Almost nothing the team there can’t make happen. Thank you!

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Remote and hybrid work aren’t new anymore. Scaling them is where many companies still struggle. You can hire great people,

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