Virtual Assistants For Accounting & Bookkeeping Businesses

  • Specialists in sourcing remote virtual assistants
  • Bespoke and proven recruitment process
  • A range of role types to help your business scale

Financial Planning, Mortgage Broking, Account & Bookkeeping, Customer Service, General Administration and more.

Get Started
Outsourcing
TTS & Associates
TTS & Associates
Slomai
Slomai
Silvan Ridge Wealth
Silvan Ridge Wealth
GJ Advisory
GJ Advisory
Hannans
Hannans
q4 Financial
q4 Financial
Aspire Accountants & Advisors
Aspire Accountants & Advisors
Crest Accounting
Crest Accounting
What We Do

We'll help scale your business by finding remote virtual assistants

"I really believe that all business owners can live wealthier, healthier, more fulfilling lives, with the help of amazing virtual teams. While building incredible systems and processes that back up everything you do in your business. I love helping to see the transformation in a persons life when they implement these amazing systems and processes with virtual teams."

- Brian Jones, VA Platinum Founder & CEO
Brian Jones 1

Connect Mortgages

Settlement volumes up 50% on the previous 6 months since hiring a remote team member

50%

Increase in settlement volume

Hear from some of our
valuable clients

“VA Platinum has made an incredible difference to my business. The applicants are of an incredible calibre and my clients love their interactions with my team members. I don't think I could ever go back to on-shore staff.”

Hayes & Co Icon
KATHERINE HAYES
Hayes and Co Insurance Services

“I’ve been working with Brian and VA Platinum as a client of his Philippines offshore staff. The team member he has provided me has been a wonderful addition to my team and I am consistently blown away by their professionalism and work ethic.”

H2T Icon
LINCOLN HAUGH
H2T Financial Services

“I cannot speak highly enough about the organisation and the people within the VA Platinum team. I would highly recommend VAP for anyone who is looking to outsource any parts / functions of their business.”

Now Finance Icon
NOW FINANCE
Now Finance

How we can help

An Accounting & Bookkeeping VA supports an Accountant & Bookkeeper in all aspects of the business. Below is a list of some of the typical tasks that can be undertaken by an Accounting & Bookkeeping VA.

Accounts Payable & Receivable

Accounts Payable & Receivable

Enter accounts and expenses into software, ensure GST claims comply with legislation, process supplier payments, and inform clients of required payments.

Bank Reconciliation

Bank Reconciliation

Reconcile bank statements using software like Xero, ensuring accuracy in financial records and providing clear insights into cash flow management.

BASIAS Preparation & Lodgments

BAS/IAS Preparation & Lodgments

Accurately prepare GST and PAYG figures from software, then submit the activity statement to the ATO portal on time to report GST and PAYG obligations.

Finance Applications

Finance Applications

Gather necessary information and documents from clients, carefully review them for accuracy and validity, ensuring they are up-to-date.

Frequently Asked Questions

What tasks can virtual assistants do?

Virtual assistants can do a range of tasks. You may visit the links below for more on what VAs can do for you within the main industries we serve.

  • Financial Planning
  • Mortgage Broking
  • Bookkeeping & Accounting
  • General Administration and Customer Service


If you don’t see your industry on the list, our bespoke recruitment services can help you connect to the right VA for your business. For assistance, send your queries to service@vaplatinum.com.au.


Pro Tip: Hire for the role – not the task. For example, you can have an Executive Assistant who takes care of the day-to-day admin, calendar tasks, and bookings; or a digital marketing VA who takes care of your SEO, content, and video editing.

How do you choose your staff?

We follow a Gold Standard for recruitment that ensures we hire people with the same purpose, who have integrity, and who believe in the value of a productive work environment and customer service.

We look for team players who are kind and optimistic, who express their opinions succinctly for the good of the organisation without sacrificing empathy, and who demonstrate an explicit learning curve, or, at the very least, possess self-awareness and curiosity that pushes them to learn.

Our recruitment prioritises hiring prospective staff via staff referrals. This way, the candidates have already been screened by their peers and are far likely to fit into VAP culture. A willingness to work with us long-term is also important.

How long does the recruitment process take?

General Mortgage Broking/Financial Planning – 3 weeks to source and endorse

Specialised – 1 to 2 months to source and endorse

Is there any lock-in contracts?

No, we do not believe in locking you into a contract. Think of working with VA Platinum as an ongoing, evolving partnership. Our mission is to become an integral component of your growth plans. We simply have a one-month notice period to terminate our services – just as you would for any staff hires.

If you have 5+ staff, we would require a six-week notice.

How do you ensure the security of client data?

VA Platinum holds a ISO 27001:2013 certification for Information Security Management Systems. We have dedicated and proven security measures to safeguard client data. This includes the use of a password protection tool, staff monitoring software, office security, privacy and data breach policies, and more.

Is there a term for your contracts?

No, we do not believe in locking you into a contract. Think of working with VA Platinum as an ongoing, evolving partnership. Our mission is to become an integral component of your growth plans. We simply have a one-month notice period to terminate our services – just as you would for any staff hires. If you have 5+ staff, we would require a six-week notice period.

 

Let's Scale Your Business