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.
Meet Your Top MatchesReclaim 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.
Meet our team
Dedicated professionals driving our success
Tony Fred
Chief Executive Officer
Founder and chief visionary, Tony is the driving force behind the company. He loves to keep his hands full by participating in the development of the software, marketing, and customer experience strategies.
Mich Stark
Chief Commercial Officer
Mich loves taking on challenges. With his multi-year experience as Commercial Director in the software industry, Mich has helped the company to get where it is today. Mich is among the best minds.
Aline Turner
Chief Technical Officer
Aline is one of the iconic people in life who can say they love what they do. She mentors 100+ in-house developers and looks after the community of thousands of developers.
Iris Joe
Chief Financial Officer
Iris, with her international experience, helps us easily understand the numbers and improves them. She is determined to drive success and delivers her professional acumen to bring the company to the next level.