Virtual assistant for accounting & advisory
Client scheduling, document chasing, and the busy-season pile-up, handled.
Busy season doesn't have to mean burnout. A Marlow virtual assistant chases client documents, manages scheduling and reminders, triages the inbox, and preps reporting so your advisors spend their time on the work clients pay for.
Trained on your stack and ready before the rush — and every process is captured so the next season starts ahead, not from scratch.
What your accounting & advisory assistant does
- Client scheduling
- Document chasing & collection
- Inbox triage
- Client onboarding
- Reminders & follow-ups
- Reporting prep
Delegate by talking. It gets done.
No training docs, no learning curve. Say what you need and a trained assistant runs it — with AI turning your words into a repeatable process.
Just say it
Open the app, hit record, and say what you need, or show it on your screen. Thirty seconds, no documents.
AI writes the guide
AI instantly turns your recording into a clean, step-by-step guide. You never write a training doc.
Your assistant does it
A real, handpicked assistant picks it up already fluent in your tools, and gets it done right the first time.
You see everything
A transparency dashboard and built-in comms keep coordination out of your personal texts.
Virtual assistant for accounting & advisory: FAQ
What can an accounting virtual assistant do (and not do)?
They handle administrative work — scheduling, document collection, inbox triage, onboarding, and reporting prep. They support your professionals; they don't provide accounting advice.
Can they help during tax or busy season?
Yes — that's a common starting point. Trained coverage absorbs the document-chasing and scheduling surge so your team can focus on the work.
Do they know QuickBooks and Xero?
Yes. Assistants arrive trained on common accounting tools and adapt to your firm's workflow.
Get a virtual assistant for your accounting & advisory business
One handpicked assistant, the AI, the platform, and a lifetime replacement guarantee. Say it once; consider it done.