Virtual Assistant for Accountants: Roles, Benefits, and How to Hire One

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Virtual Assistant for Accountants

Running an accounting firm in the UK today is not just about knowing tax rules and producing accurate reports. It is about managing people, systems, deadlines, clients, and a growing mountain of admin. Many accountants feel stretched thin, especially with Making Tax Digital bringing more frequent reporting and more pressure on client data quality.

At our company, Teambuild Consultancy, we work with UK accountants every day who want to grow without burning out. They know they need help, but they do not want the risk, cost, or complexity of hiring locally. That is where a virtual assistant for accounting changes everything.

This guide explains what an accounting virtual assistant does, why more UK firms are using them, and how to hire the right one.

What is a virtual assistant for accounting?

A virtual assistant for accountants is a remote professional who supports your firm with day to day tasks. They do not replace you. They make your work easier.

They handle the admin, preparation, and follow up work that eats into your time. You stay focused on review, advice, and compliance.

Think of it this way:

  • Your VA prepares the work.
  • You review it.
  • You approve and submit.

That simple structure keeps quality high and stress low.

Many UK firms already use outsourced support. According to ICAEW research, around half of mid tier accountancy firms in the UK have offshored or outsourced at least one service line, including bookkeeping, tax, audit, and payroll. This is no longer a risky move. It is a mainstream business decision.

Why UK accountants are turning to virtual assistants

The workload for accountants is rising.

Making Tax Digital is a big reason. From April 2026, many sole traders and landlords will need to submit quarterly updates instead of once a year. That means:

  • More client chasing
  • More digital records
  • More deadlines
  • More admin

Most firms do not need more accountants to deal with this. They need more support around the work.

That is where a virtual assistant for accounting fits in perfectly.

What an accounting virtual assistant can do

A well trained VA can support almost every part of your workflow.

Client onboarding and admin

This is often the easiest place to start.

Your VA can:

  • Send welcome emails
  • Request ID and documents
  • Set up client folders
  • Update your CRM
  • Book meetings
  • Track missing information

This keeps new clients moving without clogging your inbox.

Bookkeeping and record preparation

Your VA can:

  • Organise receipts and invoices
  • Match bank transactions
  • Flag missing records
  • Prepare reconciliation packs
  • Clean up Xero or QuickBooks data

You review and approve the numbers. The VA handles the preparation.

VAT and MTD support

A virtual assistant helps you stay on top of digital records.

They can:

  • Collect VAT data
  • Organise files by period
  • Check transaction lists
  • Prepare VAT packs for review
  • Chase missing paperwork

This makes VAT and MTD work faster and less painful.

Payroll and recurring tasks

A VA can also help with:

  • Timesheet collection
  • Payroll input preparation
  • Absence tracking
  • Record updates
  • Sending reminders

You stay in control. The admin no longer slows you down.

Practice management and cash flow

Many firms also use a VA to:

  • Track job status
  • Update deadlines
  • Send payment reminders
  • Chase overdue invoices
  • Keep workflows moving

This improves turnaround time and cash flow.

The real benefits of hiring a virtual assistant for accountants

You reclaim your time

Most accountants spend too many hours each week on admin. A VA removes that load.

That gives you more time for:

  • Client advice
  • Reviews
  • New business
  • Growing your firm

You reduce mistakes

Clean records reduce errors. When your VA keeps files organised and up to date, your work becomes smoother and more accurate.

You handle busy seasons with ease

VAT deadlines, year end accounts, and self assessment season do not feel as overwhelming when you have a VA handling the background work.

You control your costs

Hiring in the UK is expensive. The median hourly wage for full time workers is over £18 per hour, and that does not include tax, National Insurance, holiday pay, or office space.

A virtual assistant gives you skilled support at a predictable monthly cost.

Our pricing is slightly different, but it is ideal for firms that want full coverage without full time overheads.

At our company, Teambuild Consultancy, we offer:

  • Part time support at around £500 per month for 4 hours per day
  • Full time support at around £900 per month for 8 hours per day

This allows you to scale up or down without risk.

Is it safe to use a virtual assistant?

Yes, when you use proper controls. You remain responsible for the work. Your VA only prepares it.

To keep everything secure:

  • Use role based access
  • Enable two factor login
  • Share files securely
  • Track changes
  • Remove access when someone leaves

This keeps client data protected and keeps you compliant with UK data protection rules.

How to hire the right accounting virtual assistant

Start with outcomes, not tasks.

Do not just think about what they will do. Think about what you want to improve.

For example:

  • Faster turnaround
  • Fewer missing documents
  • Cleaner bookkeeping
  • Better cash flow

Look for someone who:

  • Understands accounting terms
  • Follows instructions
  • Communicates clearly
  • Pays attention to detail
  • Respects confidentiality

Give candidates a short test. Ask them to organise a small batch of documents or prepare a bookkeeping pack. The right person will stand out quickly.

How to onboard your virtual assistant

A good start makes everything easier.

Use this simple plan.

  • Week one: Start with one task such as client chasing or document sorting.
  • Week two: Add bookkeeping or VAT prep.
  • Week three: Introduce recurring tasks like payroll or WIP tracking.
  • Week four: Let the VA manage full admin workflows.

Clear steps lead to strong results.

Why many UK firms choose offshore virtual assistants

There is a reason so many firms now look at offshore accounting Philippines teams.

The Philippines has a large pool of professionals trained in finance, bookkeeping, and business support. They speak excellent English and understand Western business culture.

This makes them a strong fit for UK firms that want:

  • Skilled support
  • Reliable communication
  • Lower costs
  • Long term team members

Many virtual accounting companies now rely on Filipino talent because of this.

How we support UK accountants at Teambuild Consultancy

At our company, Teambuild Consultancy, we specialise in placing virtual assistants for UK accounting firms.

We provide talent across:

  • Accounting
  • Finance
  • Admin
  • Property
  • Ecommerce
  • Tech
  • Executive support

Our pricing is transparent and simple. You get a dedicated VA working only for you. We manage recruitment, HR, and support so you can focus on running your firm.

Who uses accounting virtual assistants

Our clients include:

  • Accounting firm owners
  • Bookkeepers
  • Practice partners
  • SME finance managers
  • Startup founders
  • Operations managers

They all want one thing. Less admin and more time to focus on real work.

Final thoughts

A virtual assistant for accountants is no longer nice to have. It is a smart way to run a modern accounting firm. You get more time, fewer errors, better workflows, and lower costs.

If you want to grow without burning out, a virtual assistant could be the best hire you ever make.

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    Jack

    Article by

    Jack

    I’m Jack, a Content Strategist at Teambuild Consultancy. For the past three years, I’ve been exploring how virtual assistants can transform the way businesses operate. My work focuses on creating awareness among business owners about the benefits of hiring dedicated VAs, from cutting costs to boosting efficiency. I’m passionate about helping companies see how the right virtual support can free up their time and let them focus on what really matters.

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