Accounting Firm Streamlines Client Bookkeeping

Michael's firm had qualified accountants spending too much time on basic bookkeeping tasks for clients. This was affecting profitability and preventing the team from doing higher-value advisory work. They needed a way to handle routine bookkeeping without hiring more accountants.

We provided bookkeeping-trained VAs who work under the supervision of Michael's accountants. The VAs handle bank reconciliations, invoice processing, expense categorization, and basic reporting in Xero. The accountants review and approve, then focus on tax, advisory, and client meetings.