For bookkeeping firms and accounting practices

Accounting and Bookkeeping Services for Your Business

Your team is qualified to review and advise. They shouldn't spend half the week chasing receipts and keying in transactions. A GetFriday assistant takes on that groundwork in QuickBooks, Xero or Sage, using AI to match transactions and draft client reminders, so your accountants start every close with clean numbers.

Talk to us about your firm See the task list
QuickBooks, Xero and Sage
Cover through tax season
AI-assisted transaction matching
The problem

Close keeps slipping, and it's rarely the hard part

Nobody became an accountant to chase bank statements. But data entry, document requests and month-end checklists are what fill the week, and they're what push you into late nights at exactly the wrong time of the month. It isn't one big problem. It's dozens of small ones that never quite get cleared.

  • Uncategorised transactions build up between client deadlines.
  • Reconciliations get pushed to the last two days of close.
  • Half the month goes on asking clients for the same statements again.
  • Extra staff for tax season are hard to find, then hard to keep busy in July.
Accounting virtual assistant managing reconciliations and client invoicing
How it works

How the work splits between you, your assistant and AI

Your assistant prepares, your team reviews and signs off. AI does the repetitive first pass: matching bank lines to ledger entries, pulling figures from receipts and drafting reminder emails. Your assistant checks every result before it reaches you.

Your assistant prepares

Transactions entered and categorised, receipts attached, and anything odd flagged with a note for your team.

Your team reviews

Adjustments, judgement calls and anything that needs a qualified eye stay with you.

AI speeds up the routine

AI suggests transaction matches, reads receipts and drafts client chasers. Your assistant confirms each one before it's posted or sent.

Getting started

Up and running within a week

Most clients are handing over real work within the first few days. This is how it usually goes.

1

Tell us about your practice

How you work, which tools you use, and the first jobs you'd like to hand over.

2

Meet your assistant

We match you with an assistant who has worked with accounting and bookkeeping firms before, usually within one business day.

3

Start small

Your assistant shadows a few tasks first, learns how you like things done, then takes them over.

4

Change your hours when you need to

Add hours in busy months and drop back when things quieten down. No rehiring, no retraining.

What we take on for accounting and bookkeeping firms

Transaction entry

Recording and categorising transactions across client files, using your chart of accounts.

Bank and card reconciliation

Matching statements to the ledger and listing discrepancies for review.

Invoicing and receivables

Raising invoices and following up on the unpaid ones.

Month-end preparation

Working through your close checklist and drafting recurring reports.

Document collection

Requesting receipts, statements and payroll records from clients, and chasing until they arrive.

Deadline tracking

A running calendar of filing dates, payment dates and client deliverables.

Your tools

We work in the tools you already use

Your assistant logs into your existing accounting and client tools. Nothing gets migrated.

Accounting software

QuickBooks, Xero, Sage or whatever your firm uses.

Client documents

Client portals, shared drives, or however clients send you files today.

Billing

Your current invoicing and payment collection system.

Reminders

Calendly, email or your client communication platform.

A note on scope: Your assistant handles admin and data entry only. They aren't licensed accountants or CPAs and don't give tax advice, sign off audits or make accounting judgements. Those decisions, and anything you tell clients, stay with your qualified team.

Who it's for

Support that fits how your firm is set up

A solo bookkeeper and a ten-person practice need different things. This is how we usually help each.

Solo bookkeepers

You're doing the books, chasing documents and running the business at the same time.

Your assistant takes on document collection and data entry, so your hours go on the work only you can do.

Small accounting firms

Onboarding new clients and keeping close on schedule takes more coordination than your team has spare.

One shared assistant keeps document requests and month-end checklists moving across your whole client list.

Fractional controllers

Several clients means several reporting schedules and several sets of missing documents.

Your assistant tracks each client's deadlines and paperwork, so nothing depends on you remembering it.

What changes

What's different once you've handed it over

The list of tasks matters less than what stops landing on your desk.

Week one

Document requests go out on schedule instead of when you remember. The data entry backlog stops growing.

First month

Close happens on the same days each month rather than in a rush around the 5th. Invoices go out on time without a reminder from you.

After that

Most of your week goes on the work clients pay for, not on chasing paperwork. Taking on a new client no longer means falling behind on the others.

What accountants and bookkeepers tell us

David Masson
David Masson

“I have been using a getfriday virtual PA and she has been fantastic. Delivering on everything I have asked with specific breakdown of how and when the project will be completed. Great value and great service.”

Same-Day

Typical turnaround on client requests

2005

The year GetFriday started

80+

Countries our clients work from

24/7

Team cover, even when your assistant is off

Questions firm owners ask before starting

What practices usually want to know first.

Client working with a GetFriday virtual assistant

We take on the routine admin and bookkeeping work: organizing financial documents, entering data, keeping records, tracking invoices, coordinating client communication. That leaves accountants more time for analysis, compliance and advising clients. What we can cover depends on the assistant’s expertise and what your firm needs.

Financial data entry, organizing invoices, expense records, AP and AR admin, document management, updating client records. Depending on skills and the agreed scope, we can also help prepare information for bookkeeping reports and reconciliations. Anything that needs specialist accounting knowledge should go to qualified professionals.

Yes, for the admin side of it. We can schedule appointments, organize client documents, send routine follow-ups, keep contact records and track information requests that are still outstanding. We follow your firm’s instructions and approval process, which keeps client interactions consistent and confidential.

By taking over the recurring admin: data entry, organizing documents, tracking invoices, client follow-ups, maintaining records. With less of that on their plate, accountants and bookkeepers can spend their time on reconciliations, financial reporting, tax work and advising clients.

We can help keep client admin under control. That means organizing digital files, updating contact databases, scheduling appointments, tracking which documents have come in, and following up on whatever’s still missing. Before we start, set up access permissions and document-handling procedures so confidential financial and tax records stay protected.

Yes. We can organize your digital files, keep contact databases current, schedule appointments, track what clients have sent and chase up what hasn’t arrived. Agree on access permissions and document-handling procedures up front. That keeps confidential financial and tax records safe.

Yes. Tax season, month-end close and year-end reporting all bring a spike, and remote support can absorb some of it. Think organizing financial documents, data entry, coordinating appointments and chasing clients for missing information. Whether we have extra capacity depends on availability and your service arrangement, so tell us about workload and deadlines ahead of time.

Start next month's close with the groundwork done

Tell us how your firm works. We can usually match you with an AI-enabled assistant within one business day.

Get started