Scale Your Firm with Elite
Offshore Financial Talent
Stop letting administrative overhead consume your billable hours. Distributed VA deploys pre-vetted, finance-literate virtual assistants so CPAs, advisors, and consultants can focus on high-value client work—not busy work.
Reclaim Hundreds of Billable Hours Every Quarter
The average accounting and finance professional spends 40% of their week on non-billable administrative tasks. Deploy a dedicated offshore VA and redirect that capacity to client advisory work, business development, and growth.
Client Onboarding & Intake Management
Collect engagement letters, KYC documents, and prior-year returns—organized before the partner ever gets involved.
Bookkeeping & Transaction Categorization
Reconcile accounts, categorize transactions in QuickBooks or Xero, and flag anomalies for your review—daily or weekly.
Accounts Payable & Receivable Processing
Manage invoice workflows, send payment reminders, and track aging reports so cash flow never catches you off guard.
Financial Report Preparation
Produce clean P&Ls, balance sheets, and cash flow statements formatted to your firm's standards and ready for partner review.
GAAP-Aware Talent Pool
NDA-Ready on Day 1
SOC 2 Compliant Workflows
English Fluent Professional
Hours Recovered Per Month
Typical partner at a 5-person CPA firm
40 hrs
Admin & Data Entry
22 hrs
Client Communication Prep
14 hrs
Report Formatting
Deliver White-Glove Client Experience at Scale
High-net-worth clients and growing businesses expect responsiveness and precision. With a dedicated offshore support team, your firm delivers five-star service without burning out your senior staff.
Proactive Client Communication
Send deadline reminders, document request follow-ups, and status updates so clients always feel informed and valued.
CRM & Pipeline Management
Duplicate blocks and columns to add more features.
Meeting Scheduling & Prep Packages
Select and delete blocks to remove features.
Proposal & Engagement Letter Drafting
Turn scope-of-work notes into polished proposals and engagement letters, ready for partner review and e-signature.
Build Your Team
Centralize Your Core Operations
Enterprise-Level Infrastructure with Startup Flexibility
Human Resources & Recruitment Coordinator
We select only the best destinations, ensuring your travel experience is nothing short of extraordinary.
Virtual Office Manager
Your journey is tailored to match your preferences, making every trip uniquely yours.
Benefits & Payroll Assistant
From booking to departure, we handle all the details so you can focus on enjoying your adventure.
Insurance & Compliance Administrator
From booking to departure, we handle all the details so you can focus on enjoying your adventure.