Virtual Assistant for Accountants

Accounting VA services | Free up time | Stay compliant | Deliver outstanding service
Virtual administration to help keep your data organised

A dedicated, UK based Virtual Assistant assigned to your accounting practice to handle bookkeeping, client onboarding, bank reconciliations, recording payments and receipts, time consuming admin, client communications and other finance processes.

Free up your capacity so you can focus on advisory work, accuracy and growth.

Industry Pain Points And Why Accountants Need Support

Accountants and accountancy firms across the UK face intense pressure, particularly around peak periods such as self-assessment deadlines, VAT returns and year-end accounts. Common challenges include:

Endless admin – scheduling and inbox management that eats into billable hours which could be resolved by getting help from a dedicated virtual assistant for accountants.
Client onboarding – AML checks and document chasing stacking up.
Bookkeeping – invoicing and credit control distracting from advisory work which could be supported by an accounting virtual assistant in the UK.
Marketing – content and CRM updates continually pushed aside.
Rising compliance – including Money Laundering Regulations, MTD for ITSA reminders, digital record‑keeping and GDPR demands increasing risk and workload.

Oneresource provides a UK virtual assistant for accountants who need support to regain control, reduce stress and maintain a professional, responsive client experience without the costs and complications of employment.

Free Oneresource Virtual Assistants Consultation

Unmatched continuity, compliance, and cost efficiency, minus the risks of fragmented freelance, franchise, or offshore shortcuts. Upgrade your business

How An Accounting Virtual Assistant Supports UK Accountants

Support that frees time and improves productivity

Our virtual assistant services for accountants can support you across admin, compliance-aware processes, client servicing, bookkeeping and operational tasks. For broader operational needs, our other virtual assistant services can provide additional support beyond those listed below.

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Diary management and appointment scheduling: client meetings, deadlines, internal reviews, onboarding calls, reminders, year‑end planning sessions, and other scheduled appointments which can be supported by a virtual PA for accountants

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Inbox and client communications: via email or calls, chasing records, responding to routine queries, drafting client updates during peak periods, sending quarterly MTD reminders

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Client onboarding and documentation: engagement letters, CRM updates, maintaining AML evidence and risk assessments, preparing onboarding packs for new staff or subcontractors

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Bookkeeping and finance admin: invoicing, expense processing, reconciliations using a bookkeeping virtual assistant

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Practice management and data entry: keeping client records accurate and compliant, maintaining workflow boards (like: Karbon, BrightManager, Pixie and Senta, etc)

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Proposal and quotation preparation: saving time during new client acquisition, preparing fee proposals and engagement renewals

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Marketing and website updates: newsletters, social posts, service updates

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Research and reporting support: background research, spreadsheet preparation supporting clients still using spreadsheets or partial digital systems

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Day-to-day admin: supported by an experienced finance virtual assistant, including client portal uploads, payroll starter/leaver forms, holiday logs, CIS record chasing

Why Oneresource Finance Virtual Assistants Are Different

With Oneresource, you’re assigned your own UK based dedicated virtual PA for accountants, not a freelancer, franchisee, or offshore resource. Other VA models can create risks for accountancy firms where confidentiality, GDPR compliance, continuity, and trust are critical. Oneresource removes this risk by providing one consistent assistant who becomes familiar with your workflows and administrative processes.

With a virtual assistant for accountants, you’re not simply outsourcing tasks; you’re gaining a reliable partner who understands bookkeeping, credit control, AMLR and supports your critical operational tasks freeing time to focus on customers while your firm runs smoothly.

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Tailored To Your Practice

  • Matched to your accounting systems, software, AI tools and workflows
  • Flexible support that scales during peak periods
  • Long-term continuity with the same assistant

Quality, Security and Compliance with Oneresource, you’re assigned your own fully employed, UK-based Virtual Assistant who becomes an extension of your practice:

  • Easy-to-control costs with minute-by-minute billing
  • Fully employed UK VAs not freelancers, franchisees or offshore support
  • Cyber Essentials certified (all VAs not just head office) and GDPR compliant
  • Insured for bookkeeping MLR compliance and professional indemnity
  • 6-stage recruitment, DBS and reference checks
  • No idle-time billing with 60-day rollover for any unused time
  • Built-in cover for holidays, sickness and resignations
  • Legal-grade NDAs and strict confidentiality
  • Inclusive pricing covering IT, payroll, insurance and training
  • Supporting UK businesses since 2009 including clients who’ve been with us from the start
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All-in-One Virtual PA for Accountants

Admin, PA support, finance admin, marketing admin, CRM, customer service call handling and more delivered through structured outsourcing admin for Accountants. In our opinion, we’re the only UK VA service offering this level of continuity, compliance and cost efficiency without the risks of fragmented freelance, franchise or offshore shortcuts.

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Benefits you’ll experience:

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More billable and advisory time

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Reduced admin stress during peak periods

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Improved client responsiveness and satisfaction

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Scalable support without hiring risk

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Consistent, professional client journeys

Free Oneresource Virtual Assistants Consultation

Unmatched continuity, compliance, and cost efficiency, minus the risks of fragmented freelance, franchise, or offshore shortcuts. Upgrade your business

Our business

Some interesting stats

Over

12,000

hours

given back to clients just last year.

Over

1,000

hours

annual training not charged to clients.

Over

124,000

hours

of time saved for clients since established.

Over

800

months

of uninterrupted support since established.

Over

17

years

working with and supporting the same clients.

Over

90

Industries

classifications worked in by our VAs

Celebrating Success

What our customers say about us.

Oneresource Virtual Assistants provided high-quality administrative support to my accountancy firm, particularly in relation to onboarding new clients and setting them up accurately on our internal systems. They took the time to understand our systems in detail and developed clear, effective procedures which evolved over time as our processes and requirements changed.

By managing this administrative workload, Oneresource enabled my internal team to focus on service delivery and client work. Their structured approach, reliability, and attention to detail ensured that work was completed efficiently and with minimal disruption to day-to-day operations.

A key strength of Oneresource was the continuity they provided. The procedures they created allowed work to be covered seamlessly during holidays, minimising disruption and maintaining consistent standards.

I would happily recommend Oneresource to any business seeking reliable, cost-effective, and well-managed administrative support.

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How It Works

Discover: Free consultation to understand your accounting practice and workload

Match and Onboard: We assign a dedicated VA aligned to your systems and processes

Delegate and Scale: Start delegating immediately with ongoing reviews and flexibility

Ready to reclaim your time and focus on higher-value accounting work?

With an Oneresource Virtual Assistant for Accountants, your practice gains secure, compliant and reliable support without the risks of freelance, franchise or offshore models.

More from our blog

Discover practical tips and insights to help you run and grow your business. Explore some of our latest articles below, or visit the full blog for more.

FAQs

Curious about how virtual assistants for accountants work? You’ll find them covered in detail below.

How much does a virtual assistant cost for an accountant in the UK?

Oneresource virtual assistant support for UK accountants starts from £310 + VAT per month. Plans are timed to the minute, so you only pay for productive working time. There is no charge for idle time, breaks, holidays or sick leave, and no up front fees. Unused time rolls over for 60 days. The rate is inclusive and covers recruitment, payroll, pensions, IT, insurance and ongoing training, so there are no additional employment costs on top.

Is a virtual assistant cheaper than hiring your first employee?

For most accountants, yes. A first hire employee carries set up costs, salary plus employer National Insurance, pension contributions, holiday and sick pay, recruitment costs, equipment, software licences and training. You also pay for their full contracted hours whether or not there is work to fill them. A virtual assistant is billed only for productive time actually worked, and every one of those overheads is already included in the rate. You avoid the recruitment risk, regulatory complexity and ramp up costs of a first hire.

Do I pay for time my assistant is not working?

No. There are no up front charges. Oneresource logs time to the minute and bills only productive working time spent on your tasks. You are not charged for breaks, downtime, holidays, sick leave or our training. If you do not use your full allocation in a given month, unused time rolls over for 60 days rather than being lost.

What can a virtual assistant do for an accountant?

A virtual assistant handles the operational work that pulls an accountant away from billable work and growth. That typically covers diary management and appointment setting, inbox management, data entry and document filing, CRM updates, customer service and call handling, social media scheduling, email marketing, website content updates, and finance admin including bookkeeping, invoicing, expenses and credit control. With Oneresource, one dedicated UK assistant covers all of these rather than splitting the work across several freelancers.

How quickly can I start working with a virtual assistant?

Most clients are delegating work straight after their onboarding. The process runs in three stages. First, a free consultation to understand your business, priorities and challenges. Second, we onboard your assistant aligned to your systems and workflows. Third, you start delegating, with ongoing reviews as your needs change. Onboarding includes your assistant learning your tools, processes and preferences once; we then retain that knowledge and prepare trained cover internally at our cost, so holidays, sickness or a change of assistant don’t mean starting again.

Will my virtual assistant learn my systems and tools?

Yes. Onboarding includes your assistant learning your existing software, workflows, templates and working preferences securely. That covers any AI tools you use, along with the checks needed to keep their outputs accurate and confidential. Oneresource assistants work across common small business platforms including Xero, QuickBooks and Sage for finance admin, plus CRM, email marketing and website systems. Because you keep the same assistant over time, that knowledge builds up rather than resetting.

What happens when my virtual assistant is on holiday or off sick?

Your support continues without interruption. Oneresource assistants are employed, cross trained staff, so a trained colleague provides cover during holidays, sickness and any change of assistant, with no gap in service and no cost to you. This is the main practical difference from using an individual freelancer, where illness or a lost contract leaves you with no support and no recourse. Since 2009, Oneresource has maintained uninterrupted support across a growing client base, proving this approach works reliably at scale.

Is it safe to give a virtual assistant access to my business systems and data?

With Oneresource, yes. Cyber Essentials certification covers every virtual assistant, not head office only, which is worth checking with any provider you consider, because the person handling your data is often working from an unassessed home setup. Client data is encrypted on all PCs that store any data. Oneresource is GDPR compliant and registered with the Information Commissioner’s Office under ZA117023, which you can verify on the ICO public register. Every assistant is trained annually on cyber security, DBS and reference checked, and back to back non disclosure agreements protect your business information.

What is the difference between a virtual assistant, a freelancer and an offshore VA?

The differences are employment status, continuity and liability. A freelancer or offshore contractor is self employed, works across multiple clients, provides no cover when unavailable, and carries their own insurance and background checks, or none at all. Every Oneresource assistant is a directly employed UK based member of staff with built in holiday and sickness cover, company held professional indemnity, public liability, employers’ liability and cyber insurance, Cyber Essentials certification and annual GDPR and cyber security training. Franchise models add a further layer, where quality varies by individual franchisee.

Can a virtual assistant do my bookkeeping?

Yes, and this is where provider choice matters most. Oneresource assistants handle bookkeeping, invoicing, expenses and credit control across systems including Xero, QuickBooks, FreeAgent and Sage. The business is insured for bookkeeping Money Laundering Regulations compliance and carries professional indemnity cover, and assistants are trained annually in Anti-Money Laundering requirements. Many freelance and offshore virtual assistants offering bookkeeping are not MLR registered or insured, which leaves the liability sitting with you.

Can a sole trader or micro business afford a virtual assistant?

Yes. Sole traders and micro businesses are among the most common Oneresource clients. Because billing is by the minute, you can start with a small number of hours covering only your highest drag tasks, then scale up as revenue grows. There is no employment contract and no fixed overhead, so the cost flexes with your business rather than becoming a fixed monthly liability you have to cover in quieter months.

How many hours a month does an accountant typically need?

Most micro or small business clients start at around 10 to 20 hours per month, focused on the tasks costing them the most time. That is usually areas like inbox management, diary, invoicing and credit control. Because time is logged to the minute and unused hours roll over for 60 days, you do not need to estimate accurately up front. A free consultation maps which tasks to delegate first, and the allocation is adjusted as you find out what you actually use.

Can a virtual assistant help with AML management, client records and deadline work without putting my practice’s compliance at risk?

Yes. Your assistant can support client onboarding, document chasing, practice-management updates, bookkeeping administration and deadline reminders using your approved procedures. They can organise client due-diligence evidence, log correspondence, schedule self-assessment and year-end milestones, enter payments and receipts, reconcile banks and prepare routine invoice or credit-control follow-ups. This gives a small practice extra capacity at peak periods while keeping a consistent audit trail in the practice-management system. Oneresource assistants receive annual anti-money-laundering and cyber-security training, and the business is insured for bookkeeping Money Laundering Regulations compliance. Risk assessments, sign-off and the practice’s regulatory responsibilities remain with you.

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As an employee of Oneresource you will receive benefits like sick pay and employer pension contributions as well as having the benefit of legal protections under UK employment law, which Virtual Assistant agency freelancers do not receive. Starting hourly rate and pension for an employed role with Oneresource provide a net income equivalent to the net income of an hourly VA agency freelance gross rate of circa £16 per hour.

Our virtual assistant roles are best suited to candidates who are not seeking a short-term/temporary role and not looking to replace a full-time level of income. If you would like to discuss suitability compared to your own circumstances prior to submission please contact us.

IMPORTANT Our roles are not suitable for applicants looking to establish or supplement their own virtual assistant service.


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