Industries we support
Virtual assistant for accountants and bookkeepers
January does not have to be a write-off. Wise Resolutions handles the chasing, onboarding and inbox triage around your practice so your chargeable hours go on the work only you can do.
Book a free 20-min callSound familiar?
Where the hours disappear
- Clients who send records three days before the deadline
- Onboarding packs half-finished and unsigned
- An inbox that takes an hour a day just to sort
- Deadline reminders nobody has time to send
Peak-season capacity without a permanent hire
Practice workload is seasonal; salaries are not. A retainer scales up through self assessment and back down in the spring without a recruitment process or a redundancy conversation.
A written confidentiality agreement is part of every engagement, and a separate NDA is available before any access to client data is granted.
What gets handled
Support built for accountants and bookkeepers
Records and information chasing
Polite, persistent follow-up on missing paperwork, bank statements and signatures, tracked so you can see exactly who is holding things up.
Client onboarding admin
Engagement letters issued and tracked, ID and AML document collection coordinated, portal access set up and welcome sequences sent.
Deadline and filing reminders
Scheduled reminder runs ahead of self assessment, VAT quarters, payroll and confirmation statement dates.
Inbox and diary cover
Routine queries answered from your templates, meetings booked and the urgent items surfaced instead of buried.
Questions
Accountants FAQs
- Do you do the bookkeeping itself?
- No. This is practice administration and client-facing support — the chasing, coordinating and organising around the work. Accounting judgements stay with you.
- How is client confidentiality handled?
- Access is granted at the minimum level needed, under a written confidentiality agreement, with an NDA available on request.
Ready to hand over the admin?
Twenty minutes, no obligation — we work out where your hours are going and whether this is worth doing.
Request a consultation