VA Accounting and Loan Applications

[Jason Scott Vawter]

My wife has been our business accountant up till now, but she's pregnant and we have a 1 year old. Life is rightly taking up more and more of her accounting time. A lot of accounting can wait to be done in big push spurts as she has time, but the paperwork we have to turn in while we apply for loans is much more time-sensitive. I beginning to believe that having the help of a VA is where we are headed long term... and maybe even mid or short term.

What accounting services can I safely expect out of a Virtual Assistant? I would love to find a way to give the VA read-only access to all our accounts and have them coordinate with the lender(s). Is that feasible, or safe? As a pass-through LLC, the business's financials are our financials.

That said, how do you find someone you can trust with your personal and business financial information? We already use a CPA, is this the same, or different?