Virtual Assistant for Accountants
You Shouldn’t Be Waiting on Clients to Close the Books
- Client documents come in before month-end
- One person owns client follow-ups and document collection
- Built-in oversight keeps documents from delaying close
Know every document is coming in.
4.8/5 avg.
- Leader in Managed Virtual Assistant Services
10,000+ Active Assistants Powering 10,000+ Companies
What Wing Assistants Get Done Every Day
22 missing client documents collected across active accounts.
- Handled via email
Outstanding requests followed up and documents received same day.
- Handled via email
Transactions entered and records updated with no gaps.
- Updated in QuickBooks
Client files prepared and ready for reconciliation. No delays at close.
- Updated in CRM
Your Virtual Assistant for Accountants Handles
Client Document Follow-Up
- Request missing documents
- Track outstanding files
- Confirm document receipt
Bookkeeping Preparation
- Organize receipts
- Upload invoices
- Prepare client files
Transaction Entry
- Enter transactions
- Update ledgers
- Log expense details
Account Reconciliation Support
- Match bank transactions
- Flag unmatched entries
- Prepare reconciliation files
Client Communication
- Respond to client emails
- Send deadline reminders
- Schedule client calls
Reporting and Admin
- Update client records
- Track filing deadlines
- Prepare status reports
How it Works
Be as involved (or uninvolved) as you prefer – our expert recruiters will guide you through every step, ensuring a smooth and seamless experience.
-
Meet us to discuss
your requirements
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We shortlist talents
for your review
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We interview and
assess candidates
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The perfect Wing Assistant joins your team
Measured Results Across Teams
Real companies. Defined ownership. Measurable outcomes.
Quistem
Needed executive ops owned.
- 25% CEO time reclaimed
- 9 workflows offloaded
- 1,000+ days supported
Cybersecurity Startup
Needed outbound sales owned.
- 2,080+ hours delivered
- 22 sales workflows owned
- Sales system live (2 wks)
Provida Family Medicine
Needed clinic ops streamlined.
- 50% faster admin ops
- 35% fewer billing errors
- 25% faster claims
Idaho Legal Estates
Needed intake owned.
- 100+ hours reclaimed
- 13+ hours saved weekly
- 10 workflows fully owned
My Personal Mentors
Needed revenue stabilized.
- 30+ deals closed monthly
- 3,600+ clients supported
- 48-hr inquiry resolution
Delegate Everything but Leadership.
More Virtual Assistant Services
We offer 25+ distinct plans in sales, marketing, customer service, and other operational areas. We also have dedicated industry-focused services such as Real Estate Assistants, Healthcare Virtual Assistants and E-Commerce Virtual Assistants.
Speak to a Wing Expert and find the right fit for your business.
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Executive AssistantDiscover expert-tier talent to help with presentations, proposals and more
- Sales Development RepEngages with prospects, grows your sales pipeline and drives sales
- Personal AssistantManages your calendar both at work and outside of it
- Real Estate AssistantAll-round help for your property listings
- Top 1% of TalentStart in one function, then expand coverage as the business grows.
- Healthcare AssistantHelps co-ordinate appointments with patients, data-entry and insurance filing
Closing Slows Down
When Client Follow-Ups
Fall on You
You can’t chase every client for documents all day, but records still need to be complete to close on time.
Your Wing Virtual Assistant works inside your systems to follow up, collect documents, and prepare records before close gets delayed or work backs up.
How Wing Keeps Your Close On Track Without You
This isn’t a freelancer setup. One person owns your client follow-ups, backed by Wing support, so documents don’t get delayed or come back to you.
Flexible, No-Commitment Monthly Support
When client volume increases, document requests don’t fall behind. Coverage expands so files come in on time.
Secure and Compliance-Ready
Wing is SOC 2–certified and HIPAA-compliant. Data is encrypted (SSL 2048-bit, AES-256) with restricted, logged access.
NDAs and Role-Based Access Control
Your assistant works within defined permissions. Updates happen without needing you to double-check.
Dedicated Assistant with Backup Coverage
One assistant owns your document flow. If something changes, coverage steps in so files don’t hold up close.
We Meet Challenging Talent Needs and Ensure Ongoing Success
Our resources and systems are designed to deliver tailored solutions that go beyond the basics, empowering your business to thrive.
Operational Ownership, Powered by the Wing Workspace App
Wing doesn’t just assign an assistant. We run execution through a centralized, human + AI–powered workspace built to keep work moving around the clock.
- Real-time task visibility and status tracking
- Documented workflows with built-in oversight
- Structured handoffs and cross-time-zone continuity
Get it on
App Store
Get it on
Google Play
Get it on
Microsoft
Highly Rated by Operations & Leadership Teams
4.5
123 Reviews on Google
4.7
51 Reviews on Capterra
4.8
10 Reviews on Goodfirms
4.8
18 Reviews on Clutch
Hundreds of Stellar Client Reviews
Overall, I have been very pleased with each aspect of hiring my Wing VA. We were looking at a variety of virtual assistant programs; what made us choose Wing was the fact that their talent had specific marketing experience... Working with Wing is seamless. They have a robust platform that makes communicating with our VA incredibly easy. It also helps that they act quickly and are incredibly responsive...
Christine Mulvey
Director of Marketing
charlesgate.com
charlesgate.com
I've had the best VA experience so far after multiple tries. The app is easy to use to communicate and create tasks, there's loads of real-person communication, and my assistant was so capable at MANY things. He was so good that every week I found more things I could take off my plate and all for a low fixed price per month. Great value and it's taken a lot of stress off me.
Kelsey Galarza
Co-founder, Orange Marketing orangemarketing.com
Amazing service! Excellent customer support and the work done by my assistant Kirti S. from Wing is top notch. I’ve enjoyed the help and the genuine personality and willingness to learn. Also a big call out to Maryann U. my customer success manager. She is fantastic and so full of life.
Chris Mullaly
Founder and Managing Partner spiruscapitalpartners.com
Wing is an innovative software-powered interface to virtual assistants. Wing has provided a software-augmented virtual assistant service that's unique in the field. Just as important as the software platform is the quality of their assistants behind the scene. Their ability to organize and run a process of matching our needs with available talent was successful. Wing is easy to use.
Roy Chua
Principal AvidThink avidthink.com
Wing provides exceptional Virtual Assistant services and an accompanying productivity platform. Using Wing has been incredibly beneficial for our business, allowing us to explore some things in far more depth, or scale up some operations more effectively. Some of the benefits far exceed what you might expect from a virtual assistant in terms of capabilities and outside traditional administrative work.
Dylan Schiemann
Co-Founder &CEO
livingspec.com
livingspec.com
What I like best about Wing is the quality and reliability of their virtual assistants. We started with one assistant and were so happy with the experience that we’ve since onboarded additional VAs. I’ve also confidently recommended Wing to colleagues and contacts looking for virtual assistant services. The combination of strong support, trustworthy assistants, and a seamless experience is what sets Wing apart for me.
Marysa C.
Mid-Market (51-1000 emp.)
Virtual Assistant for Accountants Pricing
Choose part-time or full-time, with a U.S.-based or global assistant.
Either way, you have consistent ownership over your client follow-ups and document flow, and work doesn’t come back to you.
Either way, you have consistent ownership over your client follow-ups and document flow, and work doesn’t come back to you.
Full-Time
16% Savings
$999/Month
- 160 Hours per month
- Dedicated VA for Accountants
- Free replacement
- Customer Success Manager
- Rigorous quality control and supervision
- Wing Workspace App
- Your timezone - Any hours you want
- Share with colleagues
- Unlimited file sharing/storage
Part-Time
$699/Month
- 80 Hours per month
- Dedicated VA for Accountants
- Free replacement
- Customer Success Manager
- Rigorous quality control and supervision
- Wing Workspace App
- Your timezone—choose from designated slots
- Sharing is limited
- 10 GB file sharing/storage limit