Virtual Assistants for Accounting

Common remote roles in accounting

Accounting firms have seasonal peaks and repetitive collection work. Remote support can smooth both.

• Bookkeeper

• Accounts payable and receivable assistant

• Tax-season document coordinator

• Client onboarding and follow-up assistant

• Practice administrator’s assistant

Tasks you can delegate

• Chasing clients for missing documents

• Data entry and document categorization

• Bank and credit card reconciliations

• Preparing invoices and payment reminders

• Onboarding new clients in your practice management system

• Maintaining the firm’s calendar and deadlines

Software your assistant will use

• QuickBooks, Xero and Bill.com

• Karbon, TaxDome or Canopy

• Dext or Hubdoc for receipt capture

• Excel and Google Sheets

• Secure portals for document exchange

Hiring considerations

Accounting data is sensitive and firm standards matter. Assistants prepare and organize; licensed professionals review and sign. Needs review: confirm regulatory and data-security requirements for your jurisdiction before granting access.

Train on your checklists and review outputs closely for the first months.

Example workflow: tax-season collection

1. The assistant sends each client a personalized document checklist.

2. They track what has been received and follow up on gaps weekly.

3. They organize files in the client folder and mark the return ready for preparation.