Hire part-time or full-time trained accounting experts to eliminate your overload. Dedicated VAs handle your daily tasks while you focus on client advisory and growing your practice.
Real people. Real expertise. Real results.
Live Task Queue
Your CPA VA is working
Bookkeeping
Processing tasks...
40h
Weekly
Save 50%
vs. in-house
Trained on the software you already use
Our VAs are trained on all major accounting and CPA workflows. From tax prep to financial reporting, we've got you covered.
Complete support for tax season including document collection and filing
Daily bookkeeping operations and month-end close support
Employee payroll processing and tax compliance
Practice operations and client communication support
Audit preparation and compliance documentation
Management reports and financial analysis support
Our dashboard gives you complete transparency into your VA's work—as if they were sitting right in your office. See exactly what's being done, when, and for which client.
Get complete visibility into your VA team's work with our intuitive client portal.
Live Activity Tracking
Watch your VAs work in real-time with live timers
Your VA Team
View your dedicated virtual assistants and their availability
Work Reports
Track daily work logs, hours used, and task details
Communication
Contact your managers and VAs directly
Task Assignment
Assign work via your accounting software
Practice Connections
Access practice management tools
Your CPA FirmFirm
Maria Santos (VA)
Client: Johnson CPA LLC
Task: Bank Reconciliation
Carlos Rivera (VA)
Client: Smith Tax Group
Task: Tax Prep
Ana Martinez (VA)
Client: Brown Accounting
Task: Payroll Processing
From clock-in to daily summary, complete visibility into your virtual assistant's workday.
On your schedule, in your timezone
We Handle Everything! We'll Show You How, Step By Step.
Makes sure you get the most from your investment in eDesk.
Keeps your team on board, up to date, and fully trained. Helps them when they are stuck.
Works on the tasks assigned by you each day via email or dashboard to your satisfaction.
Hours Logged
Productive work hours tracked
Happy Agencies
Insurance agencies served
Uptime
Platform reliability
Transparency
Full work visibility
Our VAs are trained on the major accounting, tax, and practice management systems you already use.
Accounting Software
QuickBooks Online
Cloud Accounting
QuickBooks Desktop
Desktop Pro/Premier
Xero
Cloud-Based Accounting
FreshBooks
Invoice & Time Tracking
Sage 50
Small Business Accounting
NetSuite
Enterprise ERP
Tax Preparation Software
Drake Tax
Professional Tax Software
Lacerte
Intuit Tax Solution
ProConnect
Tax Online Platform
UltraTax CS
Thomson Reuters
CCH Axcess
Wolters Kluwer
TaxAct Pro
Multi-state Returns
Practice Management
Karbon
Workflow Management
Canopy
Practice Management
TaxDome
Client Portal & CRM
Jetpack Workflow
Task Management
Bill.com
AP Automation
Gusto
Payroll Platform
See how much you can save with a dedicated eDesk VA compared to hiring a full-time CSR.
Calculate Your Savings
Adjust the slider to see your potential savings
In-House CSR
$2,288
$22/hr + 30% benefits
eDesk VA
$1,050
Flat monthly rate
Your Savings
$1,238
54% less than in-house
Plus: No training costs, no sick days, no turnover, no office space needed
Choose the plan that fits your practice. All plans include a 2-week free trial.
20 Hours per Week
Every feature, every plan
Full Dashboard Access
Real-time visibility into all VA activities
Dedicated VA
Your own trained virtual assistant
Dedicated Account Manager
Personal support for your account
US Licensed Agents
Managed by licensed US professionals
Free Trial Includes Everything
2 weeks full access, no restrictions
CPA/Accounting Trained
VAs trained specifically for accounting tasks
No credit card required — Start your 2-week free trial today.
Everything you need to know about our CPA virtual assistant services.