Hire an Accounting Practice Assistant.
They run your onboarding, engagement letters and document chasing.
Also called: Accounting Firm Administrator, Practice Administrator
From AUD $6 an hourAUD $6-27.50/hr
- Accounting firms
- Xero
- Works your hours
- Philippines hub, 2 to 3 hours behind Sydney
- Month to month
- Sets up new clients, contacts and entity relationshipsClient onboarding and compliance
- Generates proposals and engagement letters from templatesEngagement letters and e-signatures
- Sends client request lists and year-end checklistsDocument chasing and workflow
- Triages ATO, HMRC and IRS letters and portal messagesTax authority correspondenceDoing
- Xero Practice Manager
- DocuSign
- Adobe Acrobat Sign
- Microsoft 365
- Google Workspace
- Xero HQ
Pick the level. See the price.
AUD $6an hour
Level 1 of 4, also called junior.Enters client records, sends templated request lists and chasers and files documents.
- New client records in the practice management system
- Templated chasers sent on schedule
- Client documents filed and correctly named
AUD $10.50an hour
Level 2 of 4, also called mid-level.Owns new-client onboarding from start to finish.
- Completed onboarding files with verified ID and a signed engagement
- Up-to-date workflow board with no stale jobs
- Weekly outstanding-documents report
AUD $16.50an hour
Level 3 of 4, also called senior.Handles exceptions.
- Job and email templates and automations in Karbon, XPM or FYI
- Peak-season admin plan and lodgement calendar
- WIP and onboarding pipeline reports for partners
AUD $27.50an hour
Level 4 of 4, also called lead or specialist.Runs practice operations and designs onboarding and workflow systems, co-owns AML procedures.
- Documented library of practice admin SOPs
- AML/KYC procedure and audit trail design
- System migration plan
Per hour, all-in: recruiting, testing and management. Prices exclude GST.
What you hand to your Accounting Practice Assistant
Tasks
Client onboarding and compliance
- Sets up new clients, contacts and entity relationships
- Sends professional clearance requests to previous accountants
- Completes agent authority steps
Engagement letters and e-signatures
- Generates proposals and engagement letters from templates
- Tracks unsigned engagements
- Runs annual re-engagement and disengagement letters in bulk
Document chasing and workflow
- Sends client request lists and year-end checklists
- Runs a structured follow-up cadence
- Keeps job statuses, due dates and assignees accurate
- Checks incoming documents against the request list
Tax authority correspondence
- Triages ATO, HMRC and IRS letters and portal messages
- Maintains the lodgement calendar
Inbox, records and reporting
- Manages the shared practice inbox
- Files documents in your firm's document management system
- Produces weekly admin reports on the onboarding pipeline
Week one
- Grant access to the practice management system with permissions suited to admin work
- Grant access to document management and to the e-signature and proposal tools
- Hands over the onboarding, chasing, engagement and correspondence SOPs
- Agrees shared-inbox rules, response times and a routing matrix
Tools
Work tools
Xero Practice Manager
- Karbon
- FYI Docs
- Ignition
- GoProposal
- TaxDome
- Senta
- Content Snare
DocuSign
Adobe Acrobat Sign
- SuiteFiles
Microsoft 365
Google Workspace
Xero HQ
- First AML
- Credas
- SmartSearch
- InfoTrack
Tested live in the tools on your job description.
Works inside your Microsoft 365 or Google Workspace, under your admin settings.
- Microsoft 365Copilot
- Google WorkspaceGemini
AI
AI speeds up the coding, matching and commentary. Your Accounting Practice Assistant checks every figure against the ledger, and a person approves every payment.
Bank reconciliation suggestions
AI suggestions in Xero, QuickBooks or MYOB reviewed line by line before anything is coded.
Spreadsheets with Copilot or Gemini
Formulas, pivots and checks built faster in Excel or Google Sheets, then tested against known totals.
Bills and receipts
Dext or Hubdoc read the documents. Your Accounting Practice Assistant checks the supplier, amount, GST, and coding.
Month-end commentary
AI drafts variance notes from the reports. Every number is checked against the ledger.
Payment reminders
Polite reminder emails drafted from your templates and sent under your rules.
Our rule: business-grade AI only, never free or personal accounts.
Prefer no AI on a task? Tell your Accounting Practice Assistant and they won't use it.See AI & automation roles
Tested before you meet them
- Written communication testAll levels30 min
- Practice management tool testAll levels45 min
- AML/KYC scenarioAll levels40 min
- Document chase work sampleAll levels60 min
- Data entry speed and accuracyIntern and Intermediate20 min
- Correspondence triageIntermediate and up30 min
Sample shown
86%
- Skills tested: A skills test for the role, marked by a senior
- English and comms: written English tested, spoken English checked on a call
- ID, work history and references: photo ID, past roles and two referees
From booked call to day one
Step 1: Book a demo
Tell us the role, your hours and your tools.
Step 2: Meet your shortlist
Their level and hourly price, tested before you meet.
Step 3: Pick your person
Month to month. We handle the contract, the equipment and the onboarding, and make sure it all runs.
Step 4: They start work
In your tools, within 12 to 48 hours of a successful interview.
Questions answered
An Intern Accounting Practice Assistant is AUD $6 an hour, Intermediate AUD $10.50, Expert AUD $16.50 and Specialist AUD $27.50, full time (38 hours a week). That is all-in: recruiting, testing and management, month to month. Prices exclude GST.
Client onboarding and compliance, engagement letters and e-signatures, document chasing and workflow and tax authority correspondence, run to your priorities. You choose what they own first.
Six practical tests, marked by a senior, including written communication test, practice management tool test and AML/KYC scenario. You see the score before you meet.
Tell us and we replace them free, with a new shortlist of tested people to meet. Seats are month to month with 30 days' notice.
Meet the people who fit your work.
A 15‑minute call on Teams. You leave knowing the level you need and its hourly price.