How a UK Accountancy Firm Added Tax-Season Capacity with Remote Accountants
Every January the partners worked weekends. Two dedicated remote accountants changed that.
Illustrative engagement scenario — names and details are representative of typical client situations.
- Client
- Independent UK accountancy practice
- Industry
- Accounting
- Location
- United Kingdom
- Roles hired
- 2 accountants, 1 bookkeeper
- Engagement
- Full-time, ongoing
The challenge
Peak-season workload meant partners spent evenings on bookkeeping clean-up and workpapers instead of client advisory work.
The solution
Two remote accountants and a bookkeeper were onboarded in the autumn, learning the firm's Xero and QuickBooks processes, templates and review checklists before peak season. Partners kept review and sign-off.
What was delegated
- Bank reconciliations and catch-up bookkeeping.
- VAT return preparation support.
- Year-end accounts workpapers.
- Management accounts for monthly clients.
Review workflow
Each workpaper went through a checklist and reviewer notes. Partners reviewed and signed off.
Security
Access through the firm's software with MFA and no client files on personal devices.
Lessons
Starting before peak season was critical. By January the team knew the clients and processes.
See accountants.
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