10 Best Outsourced SDR Companies Compared (2026)
The best outsourced SDR companies in 2026 are Armasourcing, Belkins, CIENCE, SalesRoads, Martal Group, Callbox, memoryBlue, Leadium, Superhuman…
Read Article
Virtual Assistant for CPA & Accounting Firms
Hire a Filipino virtual assistant for your accounting or CPA firm to run client document collection, bookkeeping support, workflow tracking, and tax season admin, fully managed by Armasourcing so your accountants spend their hours on billable work.
Client Document Collection…
Bookkeeping & Reconciliation…
Workflow & Deadline Tracking
Client Onboarding…
110-Day
Perfect Hire Guarantee
AI
Powered Matching
Zero
Deposit Required
Your Accountants Are Doing Admin at Partner Rates.
There are more than 1.5 million accountants and auditors working in the United States according to the Bureau of Labor Statistics, and firms of every size report the same problem: the people trained to do the accounting spend a large share of their week chasing documents, updating trackers, and answering routine client questions. In a small firm, that admin lands on the owner or the senior accountant, the most expensive seat in the office.
A dedicated virtual assistant for your CPA or accounting firm takes that layer off your team. Filipino VAs are college educated, fluent in English, and already comfortable in the tools your firm runs on: QuickBooks Online, Xero, Karbon, Canopy, TaxDome, and Google Workspace or Microsoft 365. The time zone works in your favor, too. Document requests sent at close of business are chased overnight, and your reviewer opens a complete file in the morning.
Armasourcing recruits, vets, and manages your VA end to end, with your firm setting the access model and keeping every sign-off. If you need the accounting itself done rather than supported, see our outsourced accounting services. For the broader picture of how our managed model works, see how we help you hire a Filipino virtual assistant the right way.
1.5M+
US accountants still chasing documents
15+hrs
Freed from client admin weekly
110 Days
Perfect Hire Guarantee
What We Handle For You
Your Biggest Bottlenecks, Solved
Stop doing everything yourself. Here's exactly what your Filipino specialist takes off your plate from day one.
Client Document Collection & Follow-Up
Your VA sends requests, tracks what is outstanding, chases politely and persistently, and files everything in your portal so your accountants open complete files.
Bookkeeping & Reconciliation Support
Transactions categorized, accounts reconciled, and workpapers prepared in QuickBooks Online or Xero under your review. You keep the sign-off, your VA does the legwork.
Workflow & Deadline Tracking
Karbon, Canopy, TaxDome, or your tracker kept current every day: statuses updated, blockers flagged, and deadline lists ready for your Monday meeting.
Client Onboarding & Communication
Engagement letters out, portals set up, meetings scheduled, and routine client questions answered or routed, so your inbox holds only what needs an accountant.
Who This Is For
Solo CPAs & Small Firms
Practices of one to ten people where the owner still does document chasing, scheduling, and client follow-up between returns.
Bookkeeping Practices at Capacity
Firms turning away clients because reconciliations and month-end work are already maxing out the team.
Tax-Focused Firms
Practices that need extra hands from January to April and an organized pipeline the rest of the year.
Fractional CFO & Advisory Practices
Advisors who want the data clean and the admin handled so client time stays strategic.
Why Work with Armasourcing
We're a Filipino-led, mission-driven growth partner specialising in operational and marketing support.
110-Day Perfect Hire Guarantee
Not the right fit? We replace them free.
Exclusive for Full-Time VAs
ArmaOPS+ AI Toolkit
Your VA already knows Claude AI and VS Code from day one.
Learn more →Daily Execution, Not Monthly Reports
Daily time tracking and weekly QA reports, so you always know what got done.
Our Process
How It Works
Discovery Call
We map your workflow, your tech stack, and where client admin is costing your firm the most time, from onboarding through tax season.
VA Matching
We shortlist VAs with bookkeeping and accounting-firm experience. You review profiles and interview your top choices.
Onboarding & Setup
Your VA learns your portal, your practice management tool, and your firm's communication standards in the first week, guided by our onboarding team.
Ongoing Support
Regular check-ins and Armasourcing backup support keep your admin running through busy season and beyond.
Sound Familiar?
Is This You Right Now?
Every growing business hits this wall. Here's what changes when you stop trying to do it all alone.
BEFORE
Doing It All Yourself
- Chasing client documents eats your busiest months
- Workflow trackers are always a week behind
- Onboarding a new client is manual every time
AFTER
With Armasourcing
- Document requests closed in days, not weeks
- Books reconciled and workpapers ready before your reviewer opens the file
- Every engagement's status visible in one place
- Partners and seniors back on billable, advisory work
Guaranteed Results
What You Can Expect
Every Armasourcing engagement comes with clear deliverables, proactive communication, and our 110-Day Perfect Hire Guarantee, so you never wonder if it's working.
- Document requests closed in days, not weeks
- Books reconciled and workpapers ready before your reviewer opens the file
- Every engagement's status visible in one place
- Partners and seniors back on billable, advisory work
Real client feedback
What working with us actually looks like.
Liz ran a solo counselling practice in Australia. Karen was her dedicated Armasourcing assistant: inbox, bookings and client follow-ups, handled across the timezone gap. Every engagement gets reviewed the same honest way.
Resources
Learn More About Virtual Assistant for CPA & Accounting Firms
Explore our latest articles and guides to help you get the most from your virtual assistant.
What Is Staff Augmentation? A Guide for Non-Tech Teams
Staff augmentation is a staffing model where an outside provider recruits, employs, and pays a professional who then…
Read Article
10 Best Answering Services for Small Business (2026)
The best answering services for small business in 2026 are Armasourcing, Ruby, Smith.ai, AnswerConnect, PATLive, Abby Connect, Nexa,…
Read ArticleFrequently Asked Questions
What can a virtual assistant do for a CPA or accounting firm?
The administrative and support layer of the practice: client document collection and follow-up, portal and engagement letter setup, scheduling, workflow tracking in Karbon, Canopy, or TaxDome, transaction categorization and reconciliations in QuickBooks Online or Xero, workpaper preparation, and routine client communication. Your accountants review and sign off; your VA makes sure the work arrives ready.
Can the VA do the bookkeeping itself?
Yes, within the review model you set. Many firms have their VA categorize transactions, reconcile accounts, and prepare workpapers that a staff accountant or the owner reviews. If you want a full outsourced accounting function rather than support for your own team, our outsourced accounting services page covers that model.
Is it safe to give a VA access to client financial data?
Yes, with proper controls. Armasourcing VAs sign comprehensive NDAs and follow strict data handling protocols. We recommend role-based access in your portal and accounting software, no local downloads, and your firm’s own MFA. Your firm remains responsible for any client consent requirements that apply to offshore access, such as IRS Section 7216 disclosures for tax return information, and we work within the access model your firm sets.
Which tools do your VAs already know?
QuickBooks Online, Xero, Karbon, Canopy, TaxDome, Drake and Lacerte for tax workflow support, Dext and Hubdoc for document capture, Gusto for payroll admin, and Google Workspace or Microsoft 365. If your firm runs something else, your VA learns it during onboarding.
Can we start before tax season and scale up?
Yes. Most firms start on a part-time 20-hour-per-week block in the fall so the VA knows the firm before January, then move to full-time 40 hours for the season. Both are flat monthly engagements, and we help you plan the switch.
Our Services
Check Our Services
Whether you're buried in admin, invisible on Google, or struggling to deliver client work on time, our tailored packages give you the right mix of strategy and skilled Filipino support.
Growth Starter VA
A dedicated, English-proficient Filipino virtual assistant who handles your admin, customer service, scheduling, and day-to-day tasks.
Best for: Solopreneurs, Coaches, Founders Explore Growth Starter VADigital Marketing
Full-service digital marketing support, SEO, paid ads, social media, and content, executed by trained Filipino specialists who integrate with your workflow.
Best for: Growing Businesses, Local Services Explore Digital MarketingAgency Execution Partner
White-label SEO services, audits, blogs, backlinks, reporting, with a trained VA who blends into your systems and supports client operations.
Best for: Agencies, Consultants Explore Agency Execution Partner3D Modeling & Archviz
Photorealistic renders, walkthrough animations, virtual staging, and BIM visualization, by dedicated Filipino 3D artists at 70% less than local studios.
Best for: Architects, Interior Designers, Developers Explore 3D VisualizationReady to Get Client Admin Off Your Accountants' Desks?
Book a free discovery call and let us show you how we can help.