What is a Virtual Accountant?

A virtual Accountant can assist with accounting activities to support the functions of your company and typically focuses on historical tasks like reconciliation and reporting so you know where you stand financially.

In addition, they can offer support with services like Accounts Payable, Accounts Receivable, payroll, and more.

virtual controller

More Information About Virtual Accounting Services

How do our virtual historical Accounting services work?

With our virtual historical Accounting services, you have a dedicated and experienced accountant who will ensure timely and accurate reporting. We work with you throughout the year with regular meetings and guidance to ensure you are aware of where you stand now and also have the information necessary to improve decision making. Meetings are held via GoToMeeting, Zoom or phone calls depending on the nature of the call and preference.

How much does a virtual Accountant cost?

Full-time Accountants can range in cost from $53,000 to $64,000 annually. By partnering with a virtual Accountant, you gain the ability to focus on your growth goals with accurate financials without the cost of a full-time Accountant. 

The average monthly investment for our virtual Accounting services is $2,500/month ($30,000 annually.) For more information please visit our pricing page. For a personalized proposal, please book a discovery call.

What do I get when I work with a virtual Accountant?

Historic virtual Accounting services include one meeting per month to review financials and YTD (year to date) including budget to actuals (if budgeting elected).

This service provides the client with accurate financial statements and education on their financial picture. You are assigned a CPA and Accountant and, if elected, a Tax Specialist. 


  • Financial reports (monthly, quarterly, YTD)
What is the meeting structure like with a virtual Accountant?

Meeting #1: Financial Update 

  • This meeting occurs during the third or fourth week of the month and allows for a review of last month’s financials, and YTD including budget to actuals (if budgeting elected). 

No additional meetings are included at this service level.

Do you have virtual Accountants with experience in my industry?

We specialize in service-based businesses but have a few industry specializations. We offer expertise in dental, IT & MSP, legal and construction.

What are the next steps if I’m interested in learning more?

Book a free, 60-minute discovery call, where we can discuss your goals, where your business currently stands, the level of support you need and offer customized tiered solutions with pricing. Should we both decide that it would be a good fit working together, we will send a proposal for signature and begin the onboarding process.

How long is the onboarding process for historical virtual Accounting services?

Typically, onboarding lasts about 4 weeks. 

Let's Talk! Book Your Free, 60-Minute Discovery Call.

Scheduling a call is easy - Book a time that is most convenient for you, using the calendar below.

During this call, we will: 

  • Discuss your company's current financial situation, goals, vision and any other challenges you would like help overcoming.
  • Give you information about what it's like working with a virtual CFO and the types of services you can expect. 
  • Provide pricing options based on your needs

We look forward to speaking with you!

Want to Hear from Our Clients?

Schedule Your Free Discovery Call Today!

Virtual CPA Bill.com Certified, PJS & Co. CPAs Bill.com Certified
QuickBooks Certified ProAdvisor, Virtual CPA QuickBooks Certified ProAdvisor
Virtual CPA Bill.com Expert, PJS & Co. CPAs Bill.com Expert
cash flow certification