ScaleHorse

Accounting & Bookkeeping Firms

Virtual assistant for accounting firms

The one-time recruitment fee is USD 2,795 (USD 350 deposit + USD 2,445 on hire). There is no ongoing recruitment markup. The six-month guarantee is a replacement search, not a refund.

Start here

Tell us the role. We'll set up the call.

or book a call directly

A bookkeeper reviewing figures with a calculator and notebook on the desk.

The fee

USD 2,795

Charged once. No monthly markup on the wage.

The shortlist

21 days

The target from an agreed brief to three finalists.

The guarantee

6 months

Another search if it does not work out. Not a refund.

The work

Tasks this hire takes

A virtual assistant for accounting firms chases source documents and codes the file.

A qualified accountant still reviews and signs the work.

Two jobs shape a normal week for accounting & bookkeeping firms: Chase missing bank feeds and source docs, and code transactions inside the firm rules. Firms hire for that rhythm, not for an empty inbox.

  • Chase missing bank feeds and source docs

  • Code transactions inside the firm rules

  • Prepare workpapers for the reviewer

  • Send client reminders the firm approved

  • File signed documents back to the job

Chase missing bank feeds and source docs. For accounting & bookkeeping firms, that work sits beside Xero, MYOB or QuickBooks. The principal still makes the call above it.

Code transactions inside the firm rules. Ask each finalist for accounting & bookkeeping firms when they last did this, and whether they did it in Xero, MYOB or QuickBooks.

The brief for accounting & bookkeeping firms should treat this as a standing job: prepare workpapers for the reviewer. Xero, MYOB or QuickBooks is where the office checks it.

Send client reminders the firm approved. If the hire has not used Xero, MYOB or QuickBooks, the first month for accounting & bookkeeping firms includes learning it, and the principal still reviews the output.

File signed documents back to the job. For accounting & bookkeeping firms, write down what done looks like, and who is told when it is finished.

Day one

Software in the brief

Name Xero, MYOB or QuickBooks in the brief for accounting & bookkeeping firms when the hire will use it in the first week.

Say whether Karbon or FYI for the job is required on day one for accounting & bookkeeping firms, or taught after the start.

A short task in Dext or Hubdoc for the receipts can be part of the interview for accounting & bookkeeping firms, if you want to see the work.

You grant access to The firm checklist, not a guessed code. For accounting & bookkeeping firms, the hire should have that login before week two.

  • Xero, MYOB or QuickBooks

  • Karbon or FYI for the job

  • Dext or Hubdoc for the receipts

  • The firm checklist, not a guessed code

The line

Compliance boundary

The hire does not lodge returns or sign an audit opinion.

For accounting & bookkeeping firms, the interview repeats the boundary above. The hire should be able to say what they will not decide.

Who we introduce

Roles we place

We place a bookkeeper, an accounts assistant and a payroll assistant.

Three people are introduced for accounting & bookkeeping firms. You interview them, and you choose the one who starts.

Pricing

The recruitment fee is USD 2,795, charged once.

USD 350 opens the search. USD 2,445 is due when you select someone.

A monthly markup is a different model. We do not add one.

Charged once

USD 2,795

You pay the person you select directly after that.

Deposit to open the search
USD 350
Balance when you select someone
USD 2,445

USD 350 deposit + USD 2,445 on hire. A monthly markup is a different model.

Guarantee

Six months

If the person you select leaves within six months, we search again.

That second search is not a refund.

What the replacement guarantee covers

How a search works

Process

  1. 01

    Agree the brief

    Agree the tasks, tools and hours

  2. 02

    Search

    We search and assess candidates

  3. 03

    Shortlist

    About 21 days to three finalists is a target

  4. 04

    You choose

    You interview them and you choose

Book a free call when the accounting & bookkeeping firms brief is ready to open.

The first 90 days

  1. 01

    Days 1 to 30 for accounting & bookkeeping firms are for learning Xero, MYOB or QuickBooks and the way the office already hands work across.

  2. 02

    By day 60 this should be routine for accounting & bookkeeping firms: Prepare workpapers for the reviewer.

  3. 03

    The day-90 review asks one question for accounting & bookkeeping firms: is “File signed documents back to the job” happening without you chasing it?

What we ask before we search

  • On the call for accounting & bookkeeping firms, we ask who does this today: chase missing bank feeds and source docs.
  • We ask which of these the hire for accounting & bookkeeping firms must open on day one: Xero, MYOB or QuickBooks, Karbon or FYI for the job, Dext or Hubdoc for the receipts.
  • For accounting & bookkeeping firms, we ask you to say the line a new starter must not cross.

Shared hours are written into the brief for accounting & bookkeeping firms before anyone is approached.

Book a call

Tell us the work. We'll introduce three people.

Book a free call

FAQ

Related industries

Post-Hire Support

We set you up to manage them.

Never managed a remote hire before? We set you up with the tools to manage them: remote time tracking, a business call line with SMS, communication and messaging tools, payments, and onboarding guidance for the first 30, 60 and 90 days.

We guide you through the legal side of hiring offshore (contracts, contractor setup and paying them properly) and keep it simple.

This is general guidance, not a substitute for your own legal or tax adviser.

See Post-Hire Support
  • Onboarding guidance for the first 30, 60 and 90 days
  • Communication tools and response expectations
  • Meeting cadence and management frameworks
  • KPI and performance guidance tailored to the role
  • SOP guidance so knowledge doesn't live in your head
  • Recommended tools for phone, payments, time tracking and messaging
  • Best practices for remote and offshore team management
  • Legal and compliance guide for engaging offshore team members

When you're ready

Send the role. Then pick a time.

A name, a number and the work you want to move. We'll use it to prepare the call.

Start here

Tell us the role. We'll set up the call.

or book a call directly

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