<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1431741431645741&amp;ev=PageView&amp;noscript=1">
Skip to main content
Open Search
Book a Demo
Search for topics or resources
Enter your search below and hit enter or click the search icon.
Close Search
Accounting firms

Automation and Virtual Assistant Services That Help Accounting Firms Work Smarter

We partner with accounting firms that want precision built into every workflow.
Our automation systems organize client communication, send reminders for filing deadlines, and keep reporting consistent. Virtual assistants manage reconciliations, invoicing, and administrative work, giving your team more time for analysis, review, and client strategy. With structured systems and reliable support, your firm operates efficiently and scales with confidence.

Why Accounting Leaders Trust Lava

Lava connects the systems your firm uses every day to keep financial data accurate and workflows consistent.

  • Automation links your accounting software, client portals, and communication tools so invoices, reports, and reminders move automatically through each stage of your process.
  • Virtual assistants manage reconciliations, document requests, and client communication within those systems.
  • Fulfillment and customer success teams oversee automation performance, updates, and compliance to keep everything running smoothly.
  • Every setup is custom built around your firm’s operations, giving your team a structured way to maintain accuracy, meet deadlines, and deliver consistent service.
Infographic Showing Lava's Mission Statement

What our customers are saying

“Lava has allowed me to scale my business at an incredible pace, even beyond my own belief.”

— Ryan Reynolds, Grimes Insurance Agency

PRECISION THAT PAYS OFF

The Results Accounting Firms See with LAVA

When accounting firms partner with LAVA, daily operations gain structure and clarity. Automated reminders and reliable assistant support keep work accurate, on time, and ready for review.

Image ALT Tag

15–20 Staff Hours Reclaimed Weekly

Firms save time by automating client reminders, reconciliations, and report delivery while virtual assistants handle documentation, invoicing, and daily follow-ups.

Image ALT Tag

Scalable Systems for Growing Firms

Automation and virtual assistant support scale with your client base, keeping processes accurate and your firm organized as demand grows.

Image ALT Tag

SOC 2 Certified for Data Security and Compliance

Lava’s SOC 2 Type 1 certification ensures every system and virtual assistant follows verified security and privacy standards.

Collage showing Lava's Virtual Assistants
FAQS

Frequently Asked by Accounting Firms

Here’s what most accounting firms ask before working with Lava and how we keep their systems accurate, secure, and easy to manage.

How does Lava Automation help accounting firms save time?

What types of tasks can a virtual assistant support in accounting?

Can automation handle recurring accounting processes?

Book A Demo

See How Virtual Assistants and Automation Work in Your Accounting Firm

See how automation connects your business tools, forms, and client communication into one organized system. During your demo, we’ll walk through how Lava’s virtual assistants and automation streamline scheduling, follow-ups, and reporting while keeping your data secure. You’ll leave with a clear plan for how these systems can simplify your operations and help your business grow with structure and confidence.
Book A Demo View Our Pricing