Masterly Virtual Assistants for Financial Professionals

Empowering Accountants, Tax Preparers and Financial Advisors with Seamless Virtual Support

At Masterly Virtual Assistants, we provide more than just help—we offer expertly trained virtual assistants who specialize in supporting professionals in the financial realm. Whether you’re an accountant, tax preparer, financial planner, or small business owner, our virtual assistance helps you save time, reduce stress, and stay focused on growing your practice. Our virtual assistant agency connects you with detail-oriented, highly skilled assistants who are trained in accounting tasks, financial reporting, administrative tasks, and more. With the right executive assistant by your side, you’ll never feel overwhelmed again.

What Can a Virtual Assistant Do for Your Financial Business?

Administrative Support Meets Financial Expertise

Our virtual assistants seamlessly integrate with your own team and existing processes, bringing industry expertise and professionalism to every task. Whether you’re building an advisory practice or expanding your accounting firm, we provide the skills and support you need to stay ahead.

Calendar Management

Coordinate your schedule, book client meetings, and manage follow-ups so you never miss an important event.

Data Entry & Record Keeping

Handle entering data, updating financial records, organizing financial data, and tracking financial transactions accurately.

Bookkeeping & Tax Preparation Support

Our virtual bookkeeping assistants help with reconciliations, organizing receipts, and prepping documents—freeing you up for high-level accounting work and tax preparation.

Accounting Software Proficiency

Familiar with tools like QuickBooks, Xero, FreshBooks, and other accounting software to help you manage and automate tasks.

Client Communication

Handle phone calls, emails, and messages on your behalf, ensuring your clients receive timely, professional responses.

Social Media Management

Manage social media accounts and post updates across platforms to engage new clients and generate visibility on social media platforms.

Standard Operating Procedures (SOPs)

Assist in documenting workflows, creating systems, and streamlining daily tasks and to do lists.

Lead Generation & CRM Updates

Conduct outreach and help manage your pipeline by keeping client information current and nurturing prospective leads.

Boost Productivity and Client Satisfaction with a Virtual Accounting Assistant

In today’s fast-paced financial industry, staying competitive means staying efficient. That’s where our virtual assistants come in. Our accounting virtual assistants and virtual bookkeeping assistants are trained to handle everything from data entry to managing client data, ensuring your firm runs smoothly and your clients stay happy.


By outsourcing time-consuming tasks like organizing files, setting up client meetings, and preparing documents in your accounting software, you free yourself to focus on lead generation, strategic planning, and meeting with new clients. Our virtual assistant services are ideal for financial advisors and accounting professionals who need support without the cost of a full-time employee.


Whether you’re working across time zones or simply looking to save time during tax season, our virtual accounting assistants are detail oriented, trustworthy, and vetted through comprehensive background checks. When you hire the right assistant with the right skills, you enhance your services, protect your time, and elevate your business operations.


Let us help you manage the tasks that pull you away from what matters. Stay strategic. Stay focused. And let your virtual team handle the rest.

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Tasks Our Virtual Assistants Can Manage

Top services financial professionals delegate:

Administrative tasks

Bookkeeping & accounting

Scheduling & calendar management

Financial data organization

Email & phone communication

CRM and client records updates

Document creation and formatting

Tax document prep and review

Social media content & scheduling

Invoicing & payment tracking

Our VAs are trained to handle your important tasks with care, giving you the time management advantage you need to stay focused on your clients and business growth.

Who We Serve: Customized Support for Financial Pros

We serve a diverse range of professionals in the financial space:

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Accountants

needing help with bookkeeping, data entry, and admin coordination
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Tax preparers

managing seasonal surges in document collection and client communication
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Financial advisors

looking to streamline their workflow and complete tasks faster

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Our accounting virtual assistants and financial virtual assistants are trusted by professionals across the country to handle tasks that are time consuming but critical to success.

How to Hire a Virtual Assistant for Financial Professionals

Streamlined Setup and Seamless Onboarding

You don’t have time to waste figuring out how to hire a virtual assistant. We make the process easy:

1. Discovery Call

Share your challenges, goals, and preferences

2. VA Match

We pair you with a VA trained in your industry’s needs

3. Onboarding Session

Align on tools, expectations, and your standard operating procedures

4. Start Delegating

Watch your admin tasks disappear as your VA helps you manage everything from calendars to client files

Whether you're seeking help with financial data, scheduling meetings, or social media, our team is ready to support you.

Benefits of hiring a virtual assistant through Masterly:

  • 🔒 Confidential, secure assistance from professionals who understand the sensitivity of financial data
  • 💼 Industry-focused training ensures our assistants are equipped for financial services, tax prep, and bookkeeping
  • 🧠 Administrative task management that allows you to stay focused on revenue-generating activities
  • 🧾 Virtual accountants available to support your firm during busy seasons and growth periods
  • 🔄 Scalable packages to meet changing demands of your business
  • 🗓️ Time management and productivity support so your important tasks always stay prioritized
  • 💡 Expertise in both finance and admin roles means you don’t have to compromise

Whether you're seeking virtual assistants for an accountant, a virtual assistant for a financial planner, or support for an entire accounting firm, Masterly has a solution to fit your needs.

Why Choose Masterly? Tailored Support with Measurable Results

Discover the Benefits of Working with the Right Virtual Assistant Company

When you choose Masterly Virtual Assistants, you’re getting more than just help—you’re partnering with a team that understands your business needs. We match you with the right virtual assistant based on your goals, communication style, and industry.

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Frequently Asked Questions (FAQs)

  • How can a virtual assistant help my accounting firm?

    Our virtual assistants for accounting firms help manage client communications, handle daily admin duties, support financial reporting, and keep your firm running efficiently during busy periods.

  • What are the benefits of hiring a virtual assistant for financial advisors?

    You gain more time for strategic planning and client advisory by outsourcing time-consuming tasks like scheduling, CRM updates, and basic financial reporting.

  • Can a VA really understand my industry?

    Yes! We provide training and recruit VAs with prior experience or specialization in financial services, accounting, and tax preparation.

  • How do I track what my assistant is doing?

    We provide project updates, clear time tracking, and goal check-ins so you always feel informed and in control.

Ready to Take Back Your Time?

You’ve worked hard to build your business—let us help you protect your time and scale smarter. Whether you’re just starting out or managing dozens of clients, our virtual assistant services for accountants and financial advisors are designed to support you every step of the way.

Book your free consultation today and discover how Masterly Virtual Assistants can become the most reliable member of your financial team.