Finance Virtual Assistant

Keep books current and clients informed. Your finance VA supports reconciliations, AR/AP, reporting, and advisor/client coordination.

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Finance Virtual Assistant managing accounting and reconciliations

Use Cases

Your finance VA handles the tasks that keep your books accurate and current.

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Reconciliations

Bank/credit card reconciliations and clean-up

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AR/AP

Invoicing, collections, and vendor bills

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Reporting

Report packs, close checklists, and dashboards

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Document Collection

Document collection and client follow-ups

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Advisory Support

Calendar and meeting notes for advisory firms

Why Ocean VA

Real estate expertise that keeps deals moving and clients delighted.

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Dedicated Teammate

Aligned to your preferences and tools, working as an extension of your team

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Bilingual English-Spanish

English-Spanish support for customer and vendor communications

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Flat Monthly Pricing

Starting at $1,300/mo - no surprises, no lock-ins

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American-Owned Operations

Security, continuity support, and reliable service you can trust

Ready to save on time & up to 70% on costs?

Find the time that works best for you & book a FREE discovery call today.

Ocean Virtual Assistant Solutions

30 min
Video Call or Phone Call

Outcomes You Can Expect

Real results that improve your financial operations.

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Timely Books

Timely books and fewer month-end surprises

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Faster Collections

Faster collections and vendor accuracy

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Clearer Insights

Clearer insight for decision-making

Transparent Pricing — No Startup Fees

We don't hide our pricing—we believe in transparency. One simple plan—scale up or down anytime.

Full Time Plan

Starting at:

$1,300 / monthly

40 hours/week

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No Startup Fee
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No Lock-In Contract
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Flat Monthly Fee
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No Additional Fees Ever
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No Cost VA Replacements
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No Equipment Expense
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No PTO Expense
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No HR Issues

Get Started

Need fewer hours? Ask about our Part-Time plan

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Compare: Full-time US employee costs $40K-60K/year + benefits

In-house Employee: $40,000-$60,000/year + benefits (~$50,000-$75,000 total)

Ocean VA Full-Time: $15,600/year

Your Savings: $24,000-$44,000/year (60-70%)

Calculate Your Savings →

Frequently Asked Questions

VAs handle bookkeeping support, AP/AR coordination, invoice prep, reconciliations, report building, client scheduling, and secure document management.

Yes. VAs can prepare invoices, record transactions, reconcile accounts, and build reports inside your accounting tools; final review remains with your accountant/CPA.

We regularly work with QuickBooks/Xero, Excel/Sheets, and CRMs like Wealthbox or Salesforce.

VAs can prepare invoices, record transactions, reconcile accounts, and build reports inside your accounting tools; final review remains with your accountant/CPA.

Yes. We follow strict data-security practices with principle-of-least-access, NDA/SOP adherence, secure tools, and audit-friendly workflows.

We follow confidentiality best practices and can align to KYC/AML documentation workflows you define.

Yes. VAs handle bookkeeping support, AP/AR coordination, invoice prep, reconciliations, and report building.

Ocean VA uses a simple flat monthly rate with no setup fees, no lock-in contracts, and free replacements.

Everything is month-to-month. No lock-in or long-term contracts.

You get one dedicated VA who learns your systems and workflow; we never pool your work across a ticket queue.

Ready to Streamline Your Finance Operations?

Get started today with a dedicated finance VA who keeps your books accurate and current.

No setup fees. Transparent pricing. Dedicated support.

Book a Discovery Call View Pricing