Virtual Practice Admin for Accounting Firms

We offer professional and experienced virtual practice administrators to UK accounting firms of all sizes. Our practice administrators understand the requirements of running an accounting practice and can work accordingly. Our virtual admins will work during your UK office hours offering a flexible, reliable, and affordable administrative support service. Our aim is to enable you to focus on what you do best by giving you more time and reducing your administrative burden.

How a virtual practice admin help you:

Growing an accounting business can be tough when you find yourself spending most of your time on admin and back-office tasks, which are crucial for running the business but could be effectively managed by someone else.

A practice admin is a dedicated team member who works remotely from our office. You can easily communicate with this team member online via Skype, Zoom, email, chat, or phone. Having a practice admin on your team ensures that routine tasks are taken care of, freeing up your time to focus on marketing and building client relationships. With a practice admin handling administrative responsibilities, you can invest your efforts in growing and advancing your business.

Tasks our virtual practice admin can perform for you:
  • Customer service through email, chat, or phone.
  • Handling HMRC and companies house calls.
  • Assisting with corporation tax/PAYE/VAT withholding registrations and deregistrations.
  • Adding/removing clients at HMRC.
  • Managing tasks related to companies house.
  • Preparing professional clearance letters.
  • Setting up payment plans.
  • Onboarding and offboarding new staff members
  • Onboarding new clients
  • Adding employees to the payroll system.
  • Processing sales and purchase order.
  • Invoicing.
  • Following up with debtors for payment collection via email and calls.
  • Conducting AML and risk assessments for clients.
  • Calendar management.
  • Creating new user profiles in various software systems.
  • Conducting internet research to build prospect lists.
  • Following up with prospects/clients.
  • Posting jobs to job portals.
  • Assisting with the placement of orders, refunds, or exchanges.
  • Data entry.
  • Marketing activities like managing social media accounts
  • Liaising with suppliers and vendors
  • Preparing delivery schedules and managing deadlines
Why should you sign up for virtual practice admin services?

The Virtual Practice Admin takes the pressure off your shoulders as a business owner, allowing you to manage everything more efficiently and freeing up your time to focus on growing your business. The benefits of this service include:

  • Bigger Picture: By outsourcing your back-office admin work, you can concentrate on the bigger picture and increase your productivity by delegating time-consuming admin tasks.
  • Cost-Effective: Hiring a virtual practice admin is a cost-effective option, as you can get the same knowledge base at a much cheaper rate. Additionally, you can outsource regular processing tasks, enabling you to focus on higher-value reviewing tasks.
  • Better Workflow: Many business owners often try to handle everything on their own, leading to fatigue, stress, and feeling overwhelmed. With a Virtual Practice Admin, you can streamline your workflow and reduce the burden of admin tasks.
Frequently Asked Questions
What exactly does a Virtual Practice Admin do for accounting firms?

A Virtual Practice Admin handles a wide range of administrative and back-office tasks, including client onboarding, HMRC and Companies House communications, payroll management, invoicing, debt collection, AML checks, calendar management, and marketing activities. They act as a remote team member, ensuring your practice runs smoothly while you focus on growing your business.

How does a Virtual Practice Admin differ from a traditional in-house admin?

A Virtual Practice Admin works remotely from a dedicated office, offering the same expertise as an in-house admin but at a fraction of the cost. They are available during your UK office hours and can be easily reached via Skype, Zoom, email, or phone. This setup eliminates the need for additional office space and reduces overhead costs.

What if I need help outside of standard UK office hours?

Our Virtual Practice Admins are available during standard UK office hours. However, if you require extended support, we can discuss custom arrangements to meet your specific needs.

What happens if I’m not satisfied with the Virtual Practice Admin’s performance?

We prioritise client satisfaction and offer a trial period to ensure the Virtual Practice Admin meets your expectations. If you’re not satisfied, we will work with you to address the issue or assign a new admin who better fits your needs.

Do I need to provide any software or tools for the Virtual Practice Admin?

No, our Virtual Practice Admins come equipped with the necessary tools and software to perform their tasks. However, if your firm uses specific software, they can be trained to use it seamlessly.

Can a Virtual Practice Admin assist with Companies House filings and registrations?

Yes, they can handle all tasks related to Companies House, including registrations, filings, and updates. This ensures compliance and reduces the administrative burden on your team.

How does a Virtual Practice Admin help with calendar management?

They manage your schedule, set up meetings, and ensure deadlines are met. This allows you to focus on client interactions and strategic planning without worrying about administrative details.

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Testimonials

I have used Integra Global Solutions as an outsourced accounting firm for the past 4 years. During that time, they have provided complete monthly management accounts, preparation of VAT and tax returns, submission of accounts and other regulatory material to HM Revenue and Customs.

Balance The Clinic stars

I had to be careful about choosing my outsourcing partner because of UK data protection regulations. I have chosen Integra because I am convinced that their data protection policies are stringent.

Hampshire stars