Virtual Assistants for Accounting Firms

You’re a numbers whiz, and a heck of an accountant. But running a business sometimes has nothing to do with either of these things. Feel like David vs. Goliath? With virtual CPA assistant services, the odds are in your favor

We’ll recruit, hire, train, monitor, support, and coach your own team of remote CPA assistants from our global network of pre-qualified talent for a range of tasks to help boost your business.

  •         Research
  •         Customer Service
  •         Marketing
  •         Administrative Tasks

Stick to the numbers and keep your clients happy.

Get an Estimate

Prefer to speak with a member of our team?
Schedule your free consultation.

What do growing businesses have to say about We Are Working?

“Their expertise and methods enable us to focus on growing the business with a team, processes, and systems that scale as needed.” – Achieve Test Prep

By streamlining processes and hiring qualified, globally-sourced talent, We Are Working enabled Achieve Test Prep to get work done at 70% less per employee. They pay just 30% of what they historically spent to get the same work done.

The Benefits of Remote CPA Assistants

More accounting wizardry. Less nagging tasks.

Key Research You Can Count On

Keep your finger on the pulse without literally keeping your finger on it. Delegate research to remote CPA assistants to monitor competition, keep up with compliance changes, and to stay up-to-date on trends and the local market.

Marketing that Converts

You like complicated equations and esoteric accounting theories, but marketing? Maybe not your forte. Delegate key marketing tasks like lead generation, social media, your website, and more, and stay focused on the accounting. 

Get a Customer Service Boost

From social media responses, to forms, email and web chat, and more, instill a positive brand image and improve your responsiveness with a dedicated team of virtual CPA assistants who will ensure your customer service is on point.

Admin Tasks into Eternity

Paperwork, appointment setting, calendar coordination, doc review, any and all time-sinking tasks. Grunt work have you asking when will I get the time back? Answer: now. Delegate all your data entry to remote CPA assistants today.

Why Choose We Are Working for your remote CPA assistant needs?

A Bespoke Approach

Your business is unique. And your plan with us would be too. To ensure your success, we help you craft your dream plan, enabling you to choose your own specialists for however many hours you need. All led by a U.S-based Customer Success Manager as your dedicated point of contact.

Streamlined Processes

Making your life easier is what we do best. And we do that in a lot of ways. But one of them is by building out standard operating procedures unique to your CPA business.

Monitoring Service

We capture everything and report back to you. From monitoring, training, supporting, and coaching your virtual CPA assistant, you’ll have a firm grasp on how your business is running.

The Right Price

All this, for a fair price? It can’t be. Can it? The short answer: it can. With our global network of qualified talent, we know how to staff and work strategically to save big on cost.

No Minimums.
No Long-Term Contracts.

When We Are Working for you, you’ll only pay for the hours worked – no monthly minimum, no long-term agreements. Just pay for the service you need for your business when you’re using it.

Full-Service Management

No more headaches. When it comes to hiring hourly employees, we’ll handle everything. And we mean everything, including HR paperwork, onboarding, training, monitoring, supporting, and coaching all new workers, like your own team of Virtual Assistants. We even have their computer and internet connection covered too.

Frequently
Asked
Questions

Got questions? We’ve got answers. Check out these Frequently Asked Questions and answers, or schedule a free consultation with us to get your unique questions answered.

Can I interview the candidates you find for me?

Yes. Using skills tests, experience criteria, and our own interviews, we’ll narrow down the pool of candidates to 2-3 that will work well for you. You can further review their profiles and interview them to choose the person you like best.

What hours will my Virtual Assistants work?

What hours would you like them to work? Some of our clients choose to have their remote assistants work while they are working – regular 9 a.m. – 5 p.m. EST hours. Others choose to have their Virtual Assistants work while they sleep to provide 24-hour coverage. Your remote assistants can be available on nights, weekends, mornings, afternoons – you set the hours.

I’ll need my remote assistants to work for 40 hours a week some months, and only 2 hours a week other months. Is that okay?

Yes. Our services are designed to be flexible. Your remote assistants will work when you need them to work, and they won’t when you don’t need them.

What if I need an extra assistant after a few months?

We can’t wait to get that call from you. We’ll restart the process of finding you a new assistant. We’ll get them onboarded and trained, making the process as seamless as possible for you.

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