Industries / Accounting firms

Grow your accounting firm.

Give client intake, document follow-up, bookkeeping, and recurring administrative work more capacity during busy and quiet seasons alike.

Book your free call

Ten quick questions with Rosie. Leave with a practical starting plan.

Your systems and schedule · You interview and choose · EO coordinates recruiting and payroll
Illustrative portrait of a professionalGlobal talent · illustrative profile
Choose your starting point

Roles that fit your accounting firm.

Support the workflow around the accountant, with review and sign-off kept where they belong.

01

Bookkeeper

Support categorization, reconciliation, and routine books.

Keep records current ↗02

Accounts Payable / Accounts Receivable Specialist

Track invoices, payments, and follow-up under your process.

Tidy up payables and receivables ↗03

Tax Preparation Assistant

Collect documents and prepare administrative work for qualified review.

Organize tax inputs ↗04

Payroll Processing Specialist

Prepare recurring payroll inputs and exception lists for approval.

Support payroll cycles ↗05

Admin Assistant

Coordinate requests, deadlines, calendars, and status updates.

Keep clients moving ↗06

Data Entry Assistant

Enter and check routine information in approved systems.

Reduce entry backlog ↗
NEED A DIFFERENT MIX?

Let's shape the right role for your business.

Tell us which work needs a dedicated owner in your accounting firm. We can plan the scope together.

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Book a call ↗
AI solutions + real human talent

AI can organize documents. Accountants own the review.

A scoped workflow could classify incoming documents, flag missing items, or prepare a client request list. A trained specialist checks the output, and qualified professionals review accounting and tax work.

  • AI prepares one repeatable part of the workflow.
  • A person checks accuracy and handles conversations or exceptions.
  • Accounting judgment, tax advice, and final sign-off remain with qualified professionals.
Explore AI solutions ↗
Illustrative AI assistant conceptAI preparesDocument sorting · missing-item flags
Illustrative portrait of a professionalHuman ownsReconciliations · client contact · sign-off
Read before you hire

Your next hire, step by step.

Planning support for your accounting firm? Our nine-step article covers the role brief, interviews, equipment, and onboarding, so you know what to prepare before your new hire starts.

Read the hiring article
Your business, your plan

Let's make a plan together.

Answer ten quick questions about the work, your team, and AI. Rosie will map a practical first step for your accounting firm.

Hover over Rosie or tap her picture to start · About three minutes