Hire a virtual assistant for CPA



As a small business owner, it’s hard to keep track of everything that needs to be done. When your time is limited, you need to make sure that each moment spent working on the business is spent wisely. If you are feeling overwhelmed by the number of tasks on your plate and don’t have enough hours in the day to complete them all, consider hiring some help from a virtual assistant for accountants. Virtual assistants can be hired for many tasks related to running a small business: from marketing and branding assistance to administrative duties like data entry or email management.

Virtual assistants can be hired to help you with various tasks, including:

Virtual assistants can be hired to help you with various tasks, including:

  • Accounting and tax services
  • Client communication
  • Document preparation
  • Administrative tasks
  • Data entry and management (e.g., collecting and organizing information)
  • Software management and integration (e.g., integrating your CRM system into your accounting system)
  • Social media management
  • Client onboarding
  • Marketing and branding assistance (e.g., creating an email newsletter)
  • Website maintenance, a task perfect for a hire WordPress virtual assistant

Accounting & Tax Services

Accountant virtual assistant services can provide comprehensive support for your accounting and tax needs.

  • Tax preparation.
  • You can hire a virtual assistant for CPA to help you prepare your tax returns, including:
    • W-2 wage reporting and payroll tax filing/payroll tax compliance
    • Filing state and federal income taxes.
    • Business income or loss reporting

Client Communication

Communicating with clients is one of the most important parts of being a virtual assistant accountant. You will be responsible for scheduling meetings and appointments, email correspondence, phone calls and text messages. If you have experience on social media platforms like Facebook or Instagram then you can also help manage their presence there.

If you feel comfortable scheduling posts in advance then it may be worth looking into hiring a WordPress virtual assistant to do this for you. This way all your client needs are taken care of automatically without having to spend hours doing it yourself!

Document Preparation

A virtual assistant can help you prepare and send invoices, contracts, proposals, estimates, agreements and legal documents. They’re also great at drafting cover letters.

Administrative Tasks

  • Administrative tasks are not billable.
  • Administrative tasks are time consuming.
  • Administrative tasks are not fun.
  • Administrative tasks are not rewarding.
  • Administrative tasks are a poor use of your time and money, because they don’t generate any revenue for you or your business.

Data Entry & Management

As a CPA, you don’t want to waste your time on data entry and management tasks. It is not billable and can be outsourced to a virtual assistant taxes specialist. You might have heard of the term “elance virtual assistant” before. These are outsourcing sites where you can find skilled workers who will do the job for you at an affordable price.

You may choose a virtual assistant based on their skill set, location or other factors that matter to you. A good way to get started is by asking your friends or colleagues if they have any recommendations for someone they know who could help with these kinds of tasks.

Social Media Management

If you’re going to hire a virtual assistant to take care of your social media, there are a few things you should do first. First, get the right tools. There are several good social media management tools available that will help your VA track mentions, monitor comments and schedule posts. We recommend Hootsuite or Buffer for scheduling posts (especially if you need multiple people on different social platforms), Sprout Social for monitoring mentions and comments, and Mention for finding out who’s talking about you online—and what they’re saying!

We Make Your Calls, You Make The Money!
We Make Your Calls, You Make The Money!

Client Onboarding

Client onboarding is the process of bringing new clients into your business. By having a well-defined process for client onboarding, you can ensure that all of your new clients are properly taken care of. Virtual staff for accounting firms can be instrumental in this process, ensuring that all necessary information is collected and clients feel welcomed.

Marketing and Branding Assistance

Social media marketing:

  • Manage your Twitter, Facebook, and Pinterest accounts.
  • Create and manage email campaigns.
  • Write blog posts for you on topics of your choice.

Newsletter and Email Marketing:

  • Create and manage newsletters for you in Mailchimp or any other platform of your choice.
  • Email Marketing (Mailchimp): Manage all aspects of an email marketing campaign from creating the templates to sending them out to subscribers across multiple channels (i.e., mobile, desktop). – Design new templates as needed.
  • Work with companies like Olark live chat tool to expand reach through dynamic content delivery that’s personalized according to individual preferences/tastes such as location based on IP addresses etc…

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Website Maintenance

If you’re looking to hire a virtual assistant to help with website maintenance, there are plenty of resources available. A hire WordPress virtual assistant could be just the expert you need to manage your website effectively. They have the specialized knowledge to keep your WordPress site running smoothly, handling updates, backups, and security checks with ease.

  • You can find a virtual assistant on websites like Upwork and Freelancer.
  • Depending on the size of your site, hiring a dedicated web developer may be more cost-effective or even necessary. However, if you have less than 10 pages on your website and don’t want to spend money for ongoing maintenance services every month/year then hiring someone like myself can save you time and money in the long run!
  • When it comes down to it though: Find somebody who has experience working with WordPress or similar blogging platforms so that they know what they’re doing when getting started. After all…they’ll probably be updating plugins which means knowing where everything’s located within said software suite(s) would definitely help speed things up!

How can a virtual assistant help my bookkeeping practice?

Hiring a virtual assistant for your bookkeeping practice can be a game-changer, allowing you to focus on more strategic tasks while your VA handles the routine data entry, invoice processing, and client follow-up. They can streamline your operations, reduce overhead costs, and increase efficiency within your practice.

Accounting Virtual Assistant Job Description

An accounting virtual assistant job description typically includes tasks such as managing accounts payable and receivable, reconciling bank statements, preparing financial reports, and being proficient in accounting software. They must be detail-oriented, have excellent communication skills, and maintain confidentiality with sensitive financial information.

Consider hiring a virtual assistant to help you with some of these tasks that are not billable.

You can hire a virtual assistant to help you with tasks that are not billable. For example, if you are working on an article for your blog and aren’t sure how to format it properly, you could ask a virtual assistant to do this for you, especially if you want to hire WordPress virtual assistant with specific expertise in content management systems.

You may think that hiring someone else to do work that doesn’t bring in revenue is a waste of money. However, this isn’t always the case. If your time is limited due to having too many other responsibilities or if there are certain tasks that don’t fit into your niche (such as writing or website maintenance), then consider hiring a virtual assistant instead of doing them yourself.


You’re probably wondering how to find the right virtual assistant for your business. We recommend using a service like We Make Your Calls, Upwork or Fiverr, which allow you to post your accounting virtual assistant job description online and have freelancers bid on the project. It’s important that you take the time to review each candidate’s profile before making a decision about who will work on your project, especially if you’re looking to hire WordPress virtual assistant with specific website maintenance skills.

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