Accounting Virtual Assistants
Build reports and statements by hand without actually doing it yourself.
ATO & due dates
Your VA tracks lodgement due dates and assists with ATO correspondence and portal work. They also follow up on client information requests and handle routine queries.
Workpapers for review
Your VA prepares draft financial statements and tax return workpapers for your accountants to review. Balance sheet reconciliations and general ledger reviews get done alongside them.
Practice Operations
Your VA keeps client files, correspondence and job tracking current in systems like Xero Practice Manager and Karbon. Your team can see where each job stands.
Accounting Virtual Assistant Support for the Numbers That Need More Than Data Entry
Your financial records can be up to date, but you might still find yourself working late to convert those into financial statements, budget plans, or reports that your clients can actually use.
An accounting virtual assistant takes over those late-night runs.
They specialise in reporting and compliance preparation: creating financial statements, workpapers, trial balances, budgets, and BAS documentation, all based on reconciled records ready for use.With this support, your accountant or registered BAS agent retains the authority for sign-off, lodgement, and final advice, while having their reports and statements updated.
What this gets you:
- A dedicated VA trained on your chart of accounts and reporting format before preparing a single statement
- Delegate financial statements, budgets, and compliance documentation without losing control of your banking access or client data
- Experienced accounting VAs handle reporting-level work while ensuring that judgments and lodgements remain with you
What an Accounting Virtual Assistant Does
Accounting work requires a specific set of reporting skills to ensure accuracy across the board.
Your accountant virtual assistant works at that level. They turn confusing records, financial statements, and expenditures into understandable documents to help you and your clients make informed financial decisions.
Financial statements & reporting
- Prepares profit and loss statements, balance sheets and cash flow reports for your review
- Drafts trial balances and reviews ledger and journal entries for accuracy before you sign off
- Builds management reports and client-facing summaries you can hand over as-is
Budgeting & forecasting
- Builds budgets and cash flow forecasts based on your historical data and targets
- Tracks budget-vs-actual performance and flags variances worth a closer look
- Models seasonal or project-based cash flow scenarios on request
BAS, EOFY & compliance prep
- Stages BAS and IAS workpapers for your registered agent’s review
- Assembles EOFY financial statements, accruals and adjustment schedules
- Collates supporting documentation for ASIC, ATO and TPB requirements ahead of your accountant’s review
Payroll compliance & finalisation
- Reviews payroll data for Single Touch Payroll finalisation at EOFY
- Checks superannuation guarantee calculations and payment timing against current ATO rules
- Prepares payment summaries and year-end payroll reconciliation for your sign-off
Need your weekly reconciliations, invoicing and bill processing handled too? That’s exactly what our Bookkeeping VA service covers, and the two work usually well together for optimal success.
Accounting Virtual Assistant Services We Offer
You can pick and choose which accounting VA service support you currently need. All you need to do is set the scope, and we’ll handle the rest.
Financial Statement Preparation
Get your financial statements and supporting paperwork in order with a VA to give you a solid starting point instead of a blank template. You'll only need to review, adjust and sign off, and the judgment calls stay exactly where they belong.
Tax Return Preparation
Lay the tax groundwork before you even open the file. Your VA will assemble your tax paperwork for every individual, corporate, and trust return across your client list, but review and return lodgements will remain your (or your registered agent's) responsibility.
Reconciliations
Handle balance sheet reconciliations and general ledger reviews as if they're easy routine tasks. Your VA delivers clean balance sheets and brings to light odd balances and entries that may come up, so your review starts with answers, not questions.
Client File Management
Never lose client files in your practice ever again with a virtual accounting assistant that keeps your files, correspondence, and job tracking up-to-date in the practice management tool you use, so you can easily track the status of every job in one place.
Compliance Support
Meet every lodgement deadline with the help of VA accounting services that track due dates across your client list and assist with ATO correspondence and tasks. Never let deadlines sneak up on you again when you need a sign-off from you or your agent.
Data Entry and Organisation
Turn record accuracy into the norm for your practice. Our virtual assistants work daily in Australian accounts and practice management systems. They organise finance data and ensure client details are consistent everywhere you look, from spreadsheets to dashboards.
Client Communication
Keep client information complete with a virtual assistant for accounting firms that handles client chasing for you. Fulfil outstanding requests, routine queries, and client follow-ups without you having to do the heavy lifting yourself.
Got a rather heavy workload and need more than one accountant virtual assistant? We can do that! We’ll help you build a small remote team split across different responsibilities to match exactly what you need.
Why Australian Businesses Choose We Do VAs
We do more than just hire VAs for accountants. We partner you with the right professionals who meet both the hard and soft skills you look for in finance support.
Trained on your custom reporting format
Each organisation has their own unique business identity. We never make do with one-size-fits-all templates. Your VA learns your formatting, tone, and the level of detail your readers actually expect.
A success manager that’s only one call away
We schedule check-ins around your reporting calendar, rather than a generic monthly slot. We take the proactive approach to catching issues before they show up in a statement you’re about to send out.
Built for the reporting layer, not the queue
Our accounting VA and bookkeeping VA roles are distinct. Your virtual accounting assistant focuses on statements, budgets and compliance. If you need transactional-type support, that’s bookkeeping.
Extra hands when deadlines stack up
Deadlines are tight, especially during Tax and BAS seasons. You can add extra hours to your virtual accounting assistant’s support during busy reporting seasons, then scale back once statements are reviewed.
Find the Ideal Accounting Virtual Assistant with We Do VAs
- Discovery VA call: We talk through your current reporting setup, identify manual tasks, overdue deadlines, and which finance admin work takes the most time.
- VA matching for your reporting needs: We will match you with an accounting VA whose experience aligns with your requirements: budget, experience, tools, report management style, financial statement preparation, etc.
- Chart of accounts and systems handover: Your executive accounting VA reviews your chart of accounts, prior statements and reporting format before drafting any live document.
- Staged delegation: We start with one or two report types so you can check the quality before handing over more. Then expand from there once you’re confident in the output.
- Scale with your reporting calendar: Got a busy season? You can add hours in preparation ahead of EOFY or during a busy BAS quarter, then reduce hours once the workload decreases.
Platforms & Software Our Accounting Virtual Assistants Know
The executive accounting VAs at We Do Virtual Assistants are experienced with the systems you already use for reporting. Here are some of them:
Hire an Accounting Virtual Assistant Trained with Accuracy, Compliance & Data Security
Handing over financial statements and compliance documentation can raise concerns, especially once ASIC, ATO or TPB submissions are involved.
Before starting, our accounting virtual assistants sign confidentiality agreements, complete security training, and operate with role-specific access to your systems. Every action they take is linked to a specific user, so there’s a clear record of who has accessed your files.
For your safety, our VAs never hold banking credentials or execute a payment themselves. Instead, they prepare statements, reports, and compliance documentation for your review and approval.
So no final advice, lodgments, or compliance positions get submitted under our VA’s name. That responsibility belongs to your accountant or registered agent.
And because businesses are legally obligated under Australian law to exercise proper precautions when disclosing financial information to overseas recipients, we also provide a data-handling summary upon request.
Accounting Virtual Assistant vs. In-House Hire
Accounting Virtual Assistant
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Matched and reviewing your chart of accounts within days to a few weeks
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Add hours ahead of EOFY or a reporting crunch, scale back after
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One VA who learns your format once and keeps applying it
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No desk, equipment or extra software seat
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Virtual Assistant prepares, your accountant signs off, a clear split from day one
In-House assistant Hire
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Recruiting and training for a reporting-specific role, often against a tight local hiring market
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Fixed hours regardless of how heavy the reporting calendar gets
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Depends on who's covering the role that week
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Desk, equipment and a full accounting or reporting software seat
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Depends on the hire's experience and how clearly the practice defines the split
Accounting VA or Bookkeeping VA: Which One Do You Really Need?
Although they sound close, their roles are quite different.
A bookkeeping VA focuses on keeping your financial records up to date. Their tasks include coding transactions, reconciling accounts, processing bills, and following up on invoices. Essentially, they handle the day-to-day record-keeping that is essential before anything else can be accomplished.
An accounting VA, on the other hand, works one level up. They take the reconciled records and transform them into financial statements, budgets, forecasts, and compliance-ready documentation. This involves interpreting the numbers and determining how they should be presented, making it an output-focused role.
If your books are behind and you need the backlog cleared first, a bookkeeping VA might be your best bet. But if your books are current but you’ll need an extra hand in the reporting, budgeting and compliance prep, a virtual assistant for accounting would be the right pick.
Many businesses run both.
One to maintain current records and the other to create usable financial reports.
Not sure which side supports your business needs? Book a consult with our Success Manager, and we’ll help you work it out.
Frequently Asked Questions About Our Accounting Virtual Assistants
What is an accounting virtual assistant?
An accounting virtual assistant is a remote team member responsible for preparing financial statements, budgets, forecasts, and compliance documentation based on your reconciled records.
Their primary role involves creating reports and handling assistant accountant-level tasks, so your team can focus on review and advice.
What's the difference between an accounting virtual assistant and a bookkeeping virtual assistant?
A bookkeeping VA handles the transactional side of the finance department, such as coding, reconciliation, invoicing and accounts payable and receivable.
Accounting virtual assistants, on the other hand, take those reconciled records and build financial statements, budgets and compliance-ready reporting from them.
Although their responsibilities differ, both roles are interconnected and essential for a cohesive and compliant finance organisation or department.
Can an accounting virtual assistant prepare or lodge my BAS?
Yes!
Our accountant virtual assistants can prepare BAS workpapers and EOFY financial documentation ready for lodgement.
While they assist in the preparation process, the actual lodgement, advice, and final approval must come from your registered BAS agent or accountant.
Can a virtual assistant access my confidential financial data?
Yes, but access is limited to only what your business allows.
Every virtual assistant for accounting that we hire signs a confidentiality agreement and operates within role-scoped, access-controlled systems. Additionally, all actions are traceable to a specific user to ensure security and accountability.
What tasks can't an accounting virtual assistant handle?
A virtual assistant for an accountant doesn’t lodge documents, provide tax advice to you or your clients, or provide final compliance sign-off.
Those decisions stay with you, your accountant or your registered agent.
Can I get extra support during EOFY or a heavy reporting period?
Absolutely!
You can add hours during busy periods, such as EOFY or BAS quarter, and then scale back once the peak is over.
There won’t be any long-term commitment to pay for extra services you only need occasionally.
How much does an accounting virtual assistant cost in Australia?
Your overall cost of a virtual assistant for accountants in Australia depends on several factors.
Before getting started, consider the number of hours you’ll need, the type of reporting work you’d like to outsource, and the level of experience you require.
It’s best to reach out to our Success Manager, who can provide a custom quote based on your workload and budget.
How quickly can I hire an accounting virtual assistant?
Our team can typically match you with a suitable VA within a few weeks of the first consultation.
Keep in mind that this is an estimate. Critical factors such as the type of applicants you’re looking for, preparation of their devices and accounts, and confirmation of onboarding details can affect the timeline.
Which accounting software can your virtual assistants work in?
Our virtual accounting assistants are well-versed in the common software used in the industry, such as Xero, MYOB, and QuickBooks, among others.
If your firm uses unique accounting software, we will personally onboard the VA to ensure they are effective in your environment and adhere to your standard operating procedures.
Can I hire both an accounting VA and a bookkeeping VA?
Yes, and many firms and organisations do. And it has brought great efficiency to many across Australia.
Bookkeepers maintain your day-to-day books, while accounting VAs analyse that data to create statements, budgets and reports. Their roles are distinct but interconnected to keep the finance function running.
Is this suitable for a sole trader or small business?
Accountant virtual assistant services are ideal for businesses of all sizes.
There is no minimum headcount required to benefit from additional support in your accounting processes. At We Do VAs, we work with tradespeople and small to medium-sized businesses across Australia that need reporting assistance without the overhead of a full-time hire.
Stop Building Reports Yourself. Hire an Accounting Virtual Assistant That Knows How You Operate.
Never let reports and spreadsheets eat your week ever again.
Reclaim your time with an accounting virtual assistant so you can focus on other areas of your business. Talk to our Success Manager, and we’ll match you with a VA who fits the reporting and compliance work on your desk.
