Virtual Assistant for Accountants
Ask any accountant what slows them down in tax season and the answer is the same: waiting on clients. Missing W-2s, half-sent bank statements and receipts in a shoebox mean returns sit on the pile while deadlines get closer.
Every hour you spend sending reminder emails is an hour you aren't billing. An accounting virtual assistant handles the chasing, the onboarding and the prep work so your expertise goes where it's paid for.
What your VA handles
Document collection
Your VA sends checklists, follows up on missing items through your client portal, email and phone, and marks each file ready only when everything's in.
Bookkeeping prep
They categorize transactions in QuickBooks Online or Xero, match receipts, and reconcile simple accounts so your review goes faster.
Deadline reminders
Quarterly estimates, extension dates, payroll filings and sales tax due dates all get tracked, and clients get reminders well before they're late.
Client onboarding
New clients get engagement letters, intake questionnaires and portal invites in a clear sequence, and your VA sets up their file before your first meeting.
Scheduling and calendar
Your VA books client meetings and review calls, keeping your deep-work blocks protected during busy season.
Invoicing and collections
Your VA sends invoices on schedule and follows up on unpaid balances, so you stop working for clients who haven't paid.
A dedicated VA, backed by AI
We add automation that does the nagging for you. Workflows send document reminders on a schedule and stop once the client uploads. An AI assistant answers routine client questions like 'What else do you need from me?' by checking their checklist status.
Your VA steps in only where a human touch is needed, like a client who's stuck or a file that doesn't add up. You end up with complete files and fewer interruptions, especially in March and April.
The same setup works outside tax season. Your VA keeps monthly bookkeeping clients on schedule, sends quarterly estimate reminders, and prepares year-end checklists in November so January starts calm. Firms that offer advisory services also use the extra hours to schedule planning meetings that were always pushed to next month.
How it works
Getting started is simple. We begin with a short call about where your hours go, then match you with a VA whose experience fits your industry. During the first week they shadow your process, and we write it into a playbook so the work stays consistent even on days your VA is out. You review their work, give feedback, and add tasks as trust builds.
Pricing
Our virtual assistants start at $20 an hour, with a 40-hour minimum to get started. You get a dedicated assistant trained on your business, a written playbook of everything they handle, and one point of contact on our team. AI voice agents, chatbots and workflows are scoped separately based on your volume.
Frequently Asked Questions
How much does a virtual assistant for an accounting firm cost?
We start at $20 an hour with a 40-hour minimum. Many firms add hours from January through April and scale back for the rest of the year.
Can a VA do bookkeeping?
Yes, for data entry, categorization, receipt matching and basic reconciliations. Final review and anything requiring your credentials stays with you.
Is client financial data secure?
VAs work through your secure portal and software with their own logins, sign confidentiality agreements and never store client files on personal devices.
Which tools do your VAs know?
QuickBooks Online, Xero, TaxDome, Karbon, Canopy, Dext and Hubdoc, plus Microsoft 365 and Google Workspace.
When should I bring on a VA for tax season?
Ideally in December, so they're trained before documents start arriving. Setup takes one to two weeks.
Get a virtual assistant for your accountants business
Tell us where your week goes and we'll show you which tasks a VA and a little automation can take off your plate. No long contracts.