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Virtual Assistant
Accounting-firm-trained virtual assistants who handle your admin backlog so your CPAs can focus on billable work.
Rate$1,800–$2,800/mo
Exp2–6 yrs
ToolsMicrosoft 365, Karbon, Canopy
Start~1 week
What a Virtual Assistant Handles
Scheduling & calendar management
Organizing partner and staff calendars, scheduling client meetings, preparing agendas, attending calls, and capturing action items.
Inbox management
Screening emails, filtering and prioritizing messages, drafting responses on behalf of staff, and following up with clients on open items.
Document management & e-signatures
Organizing client files, obtaining electronic signatures via DocuSign, and emailing completed deliverables with full version control.
Process standardization
Documenting recurring administrative tasks into structured checklists and SOPs so nothing falls through the cracks as the firm grows.
Data entry & software support
Entering client data into Karbon, Canopy, QuickBooks, and spreadsheets accurately, and flagging discrepancies before they become problems.
Billing & invoice coordination
Preparing client invoices, tracking outstanding receivables, sending payment reminders, and reconciling billing against engagement records.
Experienced across your clients' industries
eCommerceReal EstateProfessional ServicesHealthcareConstructionNonprofit
Why US accounting firms hire OAT virtual assistants
The demand for accounting virtual assistants has grown rapidly as CPA firms recognize how much partner time disappears into scheduling, inbox management, and document chasing. OAT virtual assistants are trained specifically on accounting firm workflows, not generic admin work, so they integrate immediately without a learning curve.
- 75% overhead reduction compared to US hires
- Flexible month-to-month contracts
- Structured 90-day onboarding support
17+
Step Vetting
90
Day Onboarding
75%
Overhead Savings
Available Virtual Assistant talent
Ready to integrate within 14 days.
Verified Talent
Verified Talent
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Frequently Asked Questions
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