MYCPE ONE

Hire Virtual Assistant for Your
CPA and Accounting Firm

Delegate admin tasks, manage client communications, and streamline daily operations with a dedicated offshore VA. 

Years of Experience

Firms Served

Offices

Team Members

BDO Alliance Firms

Top 200 Accounting Firms

1,000+ Accounting & CPA Firms Trust Us

Roles When You Hire a Virtual Assistant

Outsource virtual assistant services for admin, operations, and client coordination. Whether full-time or part-time, our virtual
assistants help your team stay productive without burning out.

Administrative Assistant  

Manage emails, calendar invites, travel bookings, and internal documentation with ease.

Client Communication VA  

Handle client follow-ups, send reminders, collect documents, and support engagement workflows.

Operations VA  

Assist with workflow tools, document tracking, team reminders, and process automation tasks.

Executive Assistant 

Work directly with Partners or Directors for meeting coordination, report prep, and follow-throughs.

Hire a Virtual Assistant to Manage These Tasks

With access to the best offshore accountant, you can save up to 70% on costs! But this is not the only reason! Quality staff with extensive training and great experience is the main highlight of offshoring with MYCPE ONE. 

Schedule a Call
  • 01

    Document Management 

    • Organize cloud folders, files  
    • Rename files, update records 
    • Maintain engagement letters, documents   
    • Upload/download portal documents 
    • Follow SOPs, version control 
    Hire Now
  • 02

    Email & Calendar Management

    • Manage inboxes, flag priorities 
    • Schedule meetings across time zones  
    • Send reminders, confirmations, links 
    • Coordinate follow-ups, document chases 
    Hire Now
  • 03

    CRM & Workflow Assistance 

    • Update CRM and workflow tools 
    • Add notes, upload files  
    • Assign tasks, manage due dates 
    • Track partner and manager pipelines 
    Hire Now
  • 04

    Report & Admin Help  

    • Format reports, perform cross-checks 
    • Prepare agendas, meeting notes  
    • Support basic research, data entry 
    • Maintain rosters, time logs  
    Hire Now

How to Hire a Virtual Assistant for Accountant 

Just 3 simple steps aligned with your firm’s workflow and internal processes.  

01

Sign Up

Introductory Call

Interview - Test

Staff Confirmation

02

Onboarding

Onboarding Call

IT Set up

Staff Orientation Call

03

Set-up

Staff Starts Working

Initial Training

Continuous Review

Why Hire a Virtual Assistant from MYCPE ONE 

At MYCPE ONE, we help accounting firms hire virtual assistants who are skilled, reliable, and aligned with firm
workflows. Whether you’re scaling up or simply looking to reduce onshore workload, they can help you with everything. 

Time Saving

Offload repetitive work and give your team breathing room to focus on clients. 

Quick Onboarding

We help you hire and train VAs faster within 2 weeks with our pre-vetted network of 250,000+ professionals.  

Software-Agnostic Professionals  

Our VAs work with tools like Outlook, GSuite, Slack, Karbon, ClickUp, and more. 

Engagement Model Flexibility

Hire part-time or full-time. Avoid fixed costs and idle hours.  

Proven Track Record

We are working with 1000+ accounting firms, and we know accounting workflows, and our VAs are trained to match.  

Regulatory Compliance

Your data stays secure. We comply with IRS §7216, AICPA ethics, and FTC rules, so you stay risk-free. 

Schedule a Call

Your Data Security is Our Priority

We understand the sensitive nature of financial data.
That's why we've built the most secure offshore platform in the industry.

SOC 2 Type-I-II Certified

SOC 2
Type-I-II

ISO 27001:2022 Certified

ISO
27001:2022

GDPR Compliant

GDPR

Biometric Security

Biometric
Security

24x7 Monitoring

24×7

Secured Workspaces

Workspaces

Our Tech Stack

Our talent works across the tools and platforms firms rely on every day

QuickBooks Online

QuickBooks Online

Xero

Xero

Sage Intacct

Sage Intacct

Oracle NetSuite

Oracle NetSuite

FreshBooks

FreshBooks

Bill.com

Zoho Books

Software Integration

Bill (formerly Bill.com)

Software Integration

Dext Prepare

Software Integration

Expensify

Software Integration

Sage 50cloud

Software Integration

Wave

Software Integration

Accountants World

Software Integration

Restaurant 365

Software Integration

AppFolio

Software Integration

Synder

Software Integration

Thomson Reuters Checkpoint

Software Integration

CCH ProSystem fx Engagement

Software Integration

Caseware IDEA

AuditBoard

Confirmation

Suralink

TeamMate+ (Wolters Kluwer)

AuditFile

DataSnipper

MindBridge

Validis

Inflo

OnPoint PCR (CPA.com)

Fieldguide

Galvanize (Diligent)

UltraTax CS

CCH Axcess Tax

Intuit Lacerte

Intuit ProSeries

Drake Tax

Intuit ProConnect

Gosystem Tax RS

TaxAct Professional

ATX (Wolters Kluwer)

Canopy

Bloomberg Tax

TaxWise

SurePrep

SafeSend

CrossLink

Microsoft 365

Google Workspace

Slack

Zoom

Karbon

Asana

Trello

ShareFile

DocuSign

Box

Financial Cents

Loom

Adobe Acrobat Pro

Notion

ClickUp

UiPath

Botkeeper

Vic.ai

Zapier

Blue Dot

Trullion

Chata.ai

AppZen

Docyt

Stampli

Ramp

Gridlex

Indy

Airbase

ChatGPT (OpenAI)

Hiring Model – MYCPE ONE

Choose how to hire a virtual assistant for accountant with MYCPE ONE.

Dedicated Staffing 

Interview, test, and hire a virtual assistant who works directly under your control and management.  

Outsourcing

Access skilled professionals across multiple domains on demand, allowing your firm to scale support whenever needed. 

Schedule a Call

Benefits of Hiring a Virtual Assistant from MYCPE ONE

Time Saving

Offload repetitive work and give your team breathing room to focus on clients.

Quick Onboarding

We help you hire and train VAs faster within 2 weeks with our pre-vetted network of 250000+ professionals.

Software-Agnostic Professionals

Our VAs work with tools like Outlook, GSuite, Slack, Karbon, ClickUp, and more.

Engagement Model Flexibility

Hire part-time or full-time. Avoid fixed costs and idle hours.

Proven Track Record

We are working with 3000+ accounting firms and we know accounting workflows, and our VAs are trained to match.

Regulatory Compliance

Your data stays secure. We comply with IRS §7216, AICPA ethics, and FTC rules, so you stay risk-free

Frequently Asked Questions

When accounting firms hire a virtual assistant, it helps reduce operational stress and administrative overload. Virtual assistants handle tasks like email management, scheduling, client coordination, and documentation, allowing accountants to focus more time on billable work and advisory services. This is especially effective during busy seasons when workload spikes. 

If you’re evaluating how to hire a virtual assistant for accountants, the process with MYCPE ONE is simple. Start by scheduling a call so we can understand your firm’s workflows and requirements. Our dedicated client success advisor then matches you with a trained virtual assistant who fits your needs, typically within two weeks. 

Yes. Many firms choose to hire a virtual assistant part-time, often starting at around 20 hours per week and scaling up as needed. We offer both flexible and fixed engagement models, making it easier to adjust support as your firm grows or enters peak periods. 

Absolutely. We specialize in helping firms understand how to hire a virtual assistant for accountant-specific workflows. Our virtual assistants are trained in CPA firm processes, including tax calendars, engagement letters, follow-ups, and internal coordination, ensuring they integrate smoothly into your existing operations.