More capacity for your firm — without touching the work only CPAs can sign.
Dedicated assistants who chase documents, run client portals, keep engagement calendars moving and prep books for your reviewers. Your licensed team keeps ownership of tax and attest work.
Busy season shouldn't mean every partner becomes an admin.
Accounting firms carry an unusual amount of administrative weight. Before anyone prepares a return or closes a client's books, someone has to send the organizer, chase the missing 1099s, rename forty PDFs, update the practice-management system and answer the same status question for the third time. In many small and mid-size firms, that someone is a staff accountant or a partner, working late in March.
An ExecWing assistant is a full-time teammate who takes that layer off your licensed staff. They work inside your practice-management and portal tools, follow your naming conventions and checklists, and keep every engagement's status visible. For firms with recurring client accounting, an ExecWing bookkeeper can handle categorization, reconciliations and close prep that your reviewers then sign off.
We are deliberate about scope. ExecWing does not provide tax preparation, tax advice, audit, attest or any CPA services. Our assistants support the firm's administrative and bookkeeping workflows; your credentialed professionals own every judgment, signature and client recommendation.
Tasks your assistant owns
Client administration
- Send engagement letters and organizers from your templates
- Chase missing documents with polite, scheduled follow-ups
- Maintain client portals and file naming conventions
- Update practice-management status fields daily
Engagement flow
- Build and maintain due-date and extension trackers
- Schedule review meetings and client calls
- Prepare workpaper folders from your templates
- Route items to the right reviewer
Bookkeeping capacity
- Transaction categorization in QuickBooks Online or Xero
- Bank and credit-card reconciliations
- Month-end close checklists prepared for review
- AR/AP support for client-accounting engagements
Tools
Your assistant works in your accounts, under your access policies.
Roles that fit
- Firm administrator or client-service coordinator
- Bookkeeper supporting client-accounting services (CAS)
- Executive assistant to a managing partner
- Billing and collections coordinator
Compliance notes
No tax preparation, tax advice, attest or CPA services. Assistants support administrative and bookkeeping workflows only; your licensed staff review and sign.
Taxpayer data is sensitive. Assistants work only in your systems, under your access controls and MFA. Firms should review their own obligations, including the IRS guidance for tax professionals on safeguarding taxpayer data (Publication 4557) and the FTC Safeguards Rule, with their advisors.
We sign NDAs and follow the controls on our security page; we do not store client files on personal devices.
How this maps to our plans
One dedicated, full-time assistant. Month-to-month, 30-day cancellation, $3,000 buyout if you want to hire them directly.
| Plan | Price | When it fits |
|---|---|---|
| Core | $1,900/mo | Document chasing, portals and scheduling for a small firm. |
| Growth | $2,300/mo | Firm admin plus engagement tracking and billing support. |
| Executive | $2,700/mo | Senior assistant to a managing partner across firm operations. |
Full plan details on the pricing page. Founding clients: 50% off the first month (first 5 clients).
A realistic first 30 days
How a typical Accounting & CPA Firms engagement ramps. Your plan is set on the fit call and adjusted to your SOPs.
| When | What happens |
|---|---|
| Week 1 | Access, tools and shadowing Your assistant gets accounts in QuickBooks Online, Xero, Karbon and shadows the current process for client administration. You share SOPs or record short walkthroughs; they turn them into written checklists. |
| Week 2 | First owned workflows They take ownership of send engagement letters and organizers from your templates and chase missing documents with polite, scheduled follow-ups, with your review on every item. ExecWing QA reviews output against the checklist. |
| Weeks 3–4 | Expand scope Add engagement flow work such as build and maintain due-date and extension trackers. Review shifts from every item to daily spot checks. |
| Day 30+ | Steady state Bookkeeping capacity joins the routine. You get a weekly scorecard and a monthly review of what to delegate next. |
Services that fit
Accounting & CPA Firms: common questions
Can an ExecWing assistant prepare tax returns?
No. We do not provide tax preparation, tax advice or any CPA services. Assistants handle administrative and bookkeeping work that your licensed staff review.
Will the assistant work in our practice-management software?
Yes. Assistants work inside your tools — for example Karbon, Canopy or TaxDome — using accounts and permissions you control.
Can we scale up for busy season?
Our assistants are dedicated and full-time, so we recommend planning roles around year-round work. Fractional bookkeeping packages ($450, $850 or $1,400 per month) can add part-time bookkeeping capacity.
How is taxpayer data protected?
Assistants work only in your systems with MFA, sign confidentiality agreements and follow our security controls. Your firm sets and audits access.
Related guides
The CPA Firm Busy-Season Admin Playbook: What to Delegate Before January
A practical playbook for accounting firms to move document chasing, portal management, scheduling and status updates off licensed staff before busy season.
Read the guide →Security & ComplianceThe FTC Safeguards Rule: A Plain-English Overview for Small Firms Using Assistants
A plain-English overview of the FTC Safeguards Rule for small financial firms — tax preparers, mortgage brokers, dealers and others — and how it affects working with remote assistants.
Read the guide →BookkeepingPreparing Your Books for Your CPA at Year-End: A Bookkeeper's Checklist
A year-end checklist for small-business bookkeeping — reconciliations, cleanup, documents and the package your CPA needs — so tax season goes smoothly.
Read the guide →Get your evenings back.
Book a 20-minute fit call. We'll map the work you want off your plate and tell you honestly whether a dedicated assistant is the right move.