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

2M+ applicants screened annually
10,000+ companies supported
20+ countries

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.

Step 1

Meet us to discuss
your requirements

Step 2

We shortlist talents
for your review

Step 3

We interview and
assess candidates

Step 4

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.

Executive Assistant

Discover expert-tier talent to help with presentations, proposals and more

Sales Development Rep

Engages with prospects, grows your sales pipeline and drives sales

Personal Assistant

Manages your calendar both at work and outside of it

Real Estate Assistant

All-round help for your property listings

Top 1% of Talent

Start in one function, then expand coverage as the business grows.

Healthcare Assistant

Helps co-ordinate appointments with patients, data-entry and insurance filing

Digital Marketing VA

Discover experts in ppc ads, email marketing and growth

Bookkeeping Assistant

Tracks expenses, maintain your books and reconcile statements

Customer Service Rep

Delivers customer support for general queries, complaints and feedbacks

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.

Customer Success Manager

Benefit from a dedicated Client Success Manager (CSM) who will be your single point of contact for all your needs. Your CSM will ensure smooth onboarding, provide ongoing support, and proactively address any concerns to maximize the value of our services.

Free Replacements

We can work with you to analyze your requirements, and can launch new recruitment processes/ roles exclusively tailored to your needs, in your budget.

Quality Control & Supervision

Your assistant isn't alone. They're supervised by both Wing's Team Captains and Supervisors.

Additionally, you can opt-in to use sophisticated artificial intelligence technology that flags potential issues ahead of time to our supervisory team, who work to proactively resolve issues.

If quality is your goal, Wing remains the best choice in this industry.

Custom Roles

We can work with you to analyze your requirements, and can launch new recruitment processes/ roles exclusively tailored to your needs, in your budget.

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

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

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

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.

Need help?

Book a Meeting

Book anytime this week

Live Chat

6-9 PM PST weekdays

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

Popular Questions

Is my Wing Assistant dedicated?

Yes. Your Virtual Assistant for Accountants works only with your firm during scheduled hours. They learn your client workflows, document process, and accounting systems so follow-ups and file management stay consistent. You’re not re-explaining workflows or switching between different people. One person stays responsible for your client follow-ups and document flow.

What hours will my assistant work?

You choose the schedule based on client volume and deadlines. Coverage can align with your business hours or expand during month-end and tax periods. Hours can increase when work starts piling up and scale back when things stabilize. It adjusts to how your firm actually operates.

Can I access Wing Assistant worldwide?

Yes. You can communicate with your accounting virtual assistant from anywhere using the Wing app, Slack, email, or phone while they work inside your existing tools. Work continues even if you’re not in the system. You’re not tied to one location. Access stays consistent wherever you’re working.

What does “unlimited work” mean?

Within scheduled hours, you can assign as many accounting support tasks as needed. That includes document follow-ups, bookkeeping prep, transaction entry, and file organization as work comes in. You don’t have to decide what fits before handing it off. If it’s part of keeping books and records moving, it gets handled.

Do you provide 24/7 coverage?

Extended coverage can be arranged for firms managing tight deadlines or high client volume. You don’t need to hire additional staff to keep up with document collection or month-end work. The setup adjusts based on your workload. It scales without disrupting your operations.

How do I communicate with Wing?

Most firms communicate through the Wing app, Slack, email, or phone. Your assistant works directly inside your accounting software, inbox, and document systems using approved access. You’re not managing work in a separate platform. It fits into how your firm already operates.

Who are my assistants?

Wing assistants are trained professionals, not freelancers you have to manage. We offer assistants both locally and globally, including support from a bookkeeping virtual assistant trained in document collection, transaction entry, reconciliation support, and financial record organization.

They’re also trained on AI tools and AI-driven workflows, and many are bilingual for client communication. They’re supported behind the scenes so follow-ups, file prep, and accounting workflows stay consistent without you stepping in.

How long does it take to get replies?

During scheduled hours, client follow-ups, requests, and updates are picked up quickly so documents come in on time. You’re not chasing clients to see what’s missing. Work moves as requests come in. That matters when delays push out close.

Can Wing integrate with software I use?

Yes. Your virtual assistant for CPA works directly inside tools like QuickBooks, Xero, spreadsheets, and document storage systems using role-based access. They follow your workflows and permissions. Nothing sits outside your systems or requires workarounds. It runs inside what you already use.

How does customer support work?

If something needs attention, you have access to onboarding and escalation support. Your VA for accounting firms continues handling follow-ups, file organization, and updates without disruption. You don’t have to step in to keep work moving. Everything stays consistent day to day.

You Shouldn’t Be Waiting on Clients to Close the Books

What Wing Assistants Get Done Every Day

Your Virtual Assistant for Accountants Handles

Client Document Follow-Up

Bookkeeping Preparation

Transaction Entry

Account Reconciliation Support

Client Communication

Reporting and Admin

How it Works

Meet us to discuss your requirements

We shortlist talents for your review

We interview and assess candidates

The perfect Wing Assistant joins your team

Measured Results Across Teams

Quistem

Needed executive ops owned.

Cybersecurity Startup

Needed outbound sales owned.

Provida Family Medicine

Needed clinic ops streamlined.

Idaho Legal Estates

Needed intake owned.

My Personal Mentors

Needed revenue stabilized.

Delegate Everything but Leadership.

More Virtual Assistant Services

Closing Slows Down When Client Follow-Ups Fall on You

How Wing Keeps Your Close On Track Without You

Flexible, No-Commitment Monthly Support

Secure and Compliance-Ready

NDAs and Role-Based Access Control

Dedicated Assistant with Backup Coverage

We Meet Challenging Talent Needs and Ensure Ongoing Success

Operational Ownership, Powered by the Wing Workspace App

Get it on

Get it on

Get it on

Highly Rated by Operations & Leadership Teams

4.5

4.7

4.8

4.8

Hundreds of Stellar Client Reviews

Virtual Assistant for Accountants Pricing

Live Chat

$999/Month

$699/Month

Popular Questions

Wing Assistant2150 Shattuck Ave,Berkeley, CA 94704

251 Little Falls Drive, Wilmington, DE 19808

Wing Assistant2150 Shattuck Ave,Berkeley, CA 94704

We're Hiring

Digital Marketing Assistant

Virtual Assistant

Customer Service Reps

+ Many other positions!

Meet us to discuss
your requirements

We shortlist talents
for your review

We interview and
assess candidates

Closing Slows Down
When Client Follow-Ups
Fall on You

Wing Assistant
2150 Shattuck Ave,
Berkeley, CA 94704

251 Little Falls Drive,
Wilmington, DE 19808

Wing Assistant
2150 Shattuck Ave,
Berkeley, CA 94704