A virtual assistant for accountants from $8.80 an hour: documents chased, data keyed, jobs kept current

One trained assistant for your firm's document chasing, data entry, reconciliations and job tracking, so your accountants review and advise. We recruit, employ and manage them.

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  • $8.80/hr Starting rate on a monthly plan
  • 1 One dedicated assistant, not a shared pool
  • 2 weeks Typical time from first call to onboarded
  • Singapore Headquartered at Paya Lebar Square

Client documents don't chase themselves

Every month and every tax season, someone emails clients for statements, receipts and signed forms, then keys what arrives. In most small firms that someone is an accountant. A virtual assistant takes the chasing and the keying, so your team's hours go on the work clients pay for.

The document chasing, data entry and job tracking to hand over first

Your assistant works inside your ledger and practice management software, with their own login, in your hours.

  • Client document requests sent and chased until everything's in
  • Client emails and files saved to the right job
  • Receipts, bills and bank transactions entered in your clients' ledgers
  • Bank and card accounts reconciled for an accountant to review
  • Workpapers and year-end files prepared to your checklist
  • Jobs, deadlines and statuses kept current in your practice management software
  • Engagement letters and onboarding forms sent and filed
  • Monthly report packs assembled for an accountant to check

The review, the sign-off and the advice stay with your accountants

Your assistant prepares; your accountants decide. Returns, sign-offs, filings and advice stay with qualified people at your firm, who review the assistant's work before it reaches a client.

You set which client files your assistant can open

Give them their own login to your ledger and practice software, with the permissions you choose. Keep payroll, HR and partner-only files out of reach, and remove access whenever you like.

Tell us your practice software. We'll shortlist assistants who've used it.

Your checklists go into Crewhall as routines: month-end prep, year-end files, the document chase. Your assistant ticks off each step, and you see which runs got done.

Add capacity before busy season without another local hire

A local junior costs a full salary, if you can find one before busy season. A Catalyst assistant starts from around $8.80 an hour on a monthly plan, up to 70% below a local hire. Start with one and add another when the client list grows.

One assistant who learns your clients, and a trained backup who follows the same checklists

The same person works your jobs every week and learns your clients and your checklists. If they're on leave, a trained backup picks up from the routines in Crewhall. If the fit isn't right, we match you with someone else. Chat, routines and the end-of-day report, with what they did and the hours they worked, sit in Crewhall, which comes free with your assistant.

How it starts

  1. Book a call. Tell us the work you want off your desk, the software you use and your hours.
  2. Meet your assistant. We shortlist pre-vetted assistants and you meet them before anyone starts.
  3. Write it down once. Your steps go into Crewhall, the app your assistant works in, as routines during onboarding.
  4. Start on live work. Your assistant picks up your files in your working hours, and you read their end-of-day report each evening.

Questions accounting firms ask

What does a virtual assistant for accountants do?

The desk work around your client jobs: document requests and chasing, filing client emails, data entry, reconciliations for review, workpaper prep, job tracking and onboarding paperwork. They work remotely, inside your systems, in your hours.

Is a virtual assistant the same as a bookkeeper or an accountant?

No. Your assistant does the prep and the admin; your accountants review, sign off and advise. If you're a business that wants its own books kept, see our outsourced bookkeeping page instead.

How much does a virtual assistant for accountants cost?

From around $8.80 an hour on a monthly plan, part-time or full-time. That's up to 70% below a local hire, and the recruitment, payroll and equipment are ours.

Which software will they use?

Yours. Tell us your ledger and practice management software on the call and we'll look for assistants who've worked in them. Your checklists go into Crewhall as routines either way.

How do I give them access to client files safely?

Give them their own logins with the permissions you choose, keep payroll, HR and partner-only files out of reach, and remove access whenever you like.

Can they help us through tax season?

Yes, if they start before it does. Most clients are onboarded within two weeks, so book the call a few weeks ahead of your busy months.

Will they work my hours?

Yes. Your assistant is matched to your firm's working hours, so they're online when you are.

What if they aren't the right fit?

Tell us and we'll match you with someone else.

Helpful guides

Hire a virtual assistant by location

For accounting and bookkeeping firms