How do you ensure data security for our client financial information?

Client confidentiality is non-negotiable in accounting. Every virtual assistant signs strict NDAs and completes mandatory data privacy and financial confidentiality training before accessing any systems. Access is restricted to your approved tools using encrypted VPN connections and role-based permissions. Our SOC 2–aligned monitoring creates clear audit trails showing exactly who accessed what and when.

How long to get a VA operational?

Most accounting and finance teams are matched with a qualified VA within 3–7 business days. Once we understand your software, workflows, and accuracy requirements, we shortlist candidates with relevant accounting experience and move directly to interviews. After selection, onboarding, and system setup are completed quickly, your VA can begin supporting live work without delays.

Can VAs work in our accounting software?

Yes, and they come prepared. Our virtual assistants have hands-on experience with tools such as QuickBooks, Xero, Bill.com, NetSuite, Sage Intacct, and ADP. They understand core accounting principles, including debits and credits, reconciliations, multi-entity structures, and cash versus accrual workflows. During onboarding, we map your specific chart of accounts and processes to ensure immediate productivity.

What if the VA isn't the right fit?

We operate on flexible, month-to-month terms with no long-term contracts. If a VA isn't meeting accuracy standards, turnaround expectations, or team fit requirements, we will source a replacement within one week at no additional cost. Most firms never need this option, but it's there when precision matters most, especially during busy season.

Turn Billable Hours Into Revenue, Not Reconciliations

Free your CPAs from data entry. Finance-trained virtual assistants handle bookkeeping, tax prep, and client communications at 70% lower cost than hiring.

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Calculate Your Savings

SOC 2 Compliant

Quickbooks Certified

5 Timezones

No Contract

Trusted by 250+ Accounting Firms Across the US

Our Impact in Numbers

250+

Practices Served Globally

Global Offices

1000+

Candidates Screened Monthly

100%

HIPAA-trained

70%

Average Cost Savings

97%

Client Satisfaction Rate

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Your Expertise Is Too Valuable for Data Entry

Tax Season Chaos

January through April crushes your team. Temporary hires take weeks to train, and seasonal wages keep climbing.

Berry Solution

Finance-trained VAs ramp up instantly during peak season, handling organizer follow-ups and document management without onboarding delays.

Client Communication Drain

Partners spend 12+ hours weekly responding to "Where's my return?" emails and scheduling year-end planning calls.

Berry Solution

Dedicated VAs manage inbox overflow, coordinate appointments, and handle routine inquiries so advisors focus on strategy, not status updates.

Bookkeeping Bottlenecks

Monthly close gets pushed to day 15. Bank recs pile up. Cash flow reports arrive too late to matter.

Berry Solution

Experienced VAs process daily transactions, reconcile accounts within 48 hours, and maintain clean books for real-time financial visibility.

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Calculate Cost Savings with Virtual Staff

ROI Calculator

We compare fully-loaded in-house costs (base wages, benefits, office space, equipment amortization) with MedVirtual costs (Virtual Assistants rate, optional platform fee, and equipment if provided). Equipment is amortized over the selected months.

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Berry Virtual Assistant

Hourly Rate

$14

Hours Worked per Week

Cost Calculation & Savings

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Berry Virtual Monthly Cost

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Proven. Trusted. Recommended.

Businesses across every industry rely on Berry Virtual administrative assistants to keep operations running smoothly and teams working efficiently.

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Dana DeSpain

Evergreen Plumbing

Oregon

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George Schoell

Shorepoint Resort Club

Indiana

Clayton Tomasino

Scorpion Coatings

Indiana

Rick Pina

Inspired Solutions

Virginia

Jennifer Solomone

Highview Construction

Oregon

Finance-Trained Support for Every Practice Area

We don’t offer one-size-fits-all assistants. Our VAs are purpose-trained for accounting and finance functions, supporting day-to-day operations with precision and discipline.

Bookkeeping & Transaction Processing

Daily journal entries and coding

Multi-entity bank reconciliation

AP/AR management and aging

Month-end close support

Tax Season Reinforcement

Organizer distribution and tracking

Source document collection

1040/1120 data input and validation

Extension and estimated payment monitoring

Client Relations & Practice Admin

Engagement letter coordination