Back-Office Support, Automation & AI

Embedded Support & Automation for Accounting Firms

We optimise accounting firms — through dedicated support roles, intelligent workflow automation, and AI-powered systems that remove back-office burden, protect partner time, and scale execution without overhead.

Dedicated support roles and AI automation that extend your team, handle back-office workload, and protect partner capacity.

Intelligent workflow automation and systems that standardise processes so client work moves cleanly and predictably.

Governed operations with continuous improvement — dashboards, reporting, and execution you can trust.

Automation

Workflow systems & AI integration

Systems

CRM, compliance & reporting

Embedded Roles

Dedicated support teams

Back-Office

Automation

AI & Compliance

Get in touch

Let's discuss your support needs.

Three outcomes we deliver for accounting firms

Support roles, automation, and AI systems built to remove friction and protect partner time.

Operations

Reduce Back-Office Burden

Handle client intake, data entry, filing, and admin workload. Intelligent automation transforms manual workflows into governed, predictable systems.

Client intake and data entry
File management and organisation
Compliance document tracking
AI-assisted document processing

Growth

Dedicated Support & Automation

Trained team members combined with intelligent automation handle day-to-day operations so partners focus on client relationships and strategic work.

Operations coordinators and admins
Automated workflow systems
CRM and systems management
AI-powered compliance support

Advisory

Systems & Process Improvement

We maintain and improve your systems as operational assets. Dashboards and AI-driven insights partners can trust — maintained continuously, improved quarterly.

Systems maintenance and optimization
AI-driven performance dashboards
Process improvement and governance
Continuous training and support

Services tailored to accounting firms

Support models, automation, and AI solutions designed specifically for accounting operations.

Operations

Client Intake & Data Management

Standardised intake processes, AI-assisted data entry, file organisation so client information flows cleanly into your systems.

Outcome: Faster onboarding, accurate capture, reduced admin burden, cleaner partner handover.

AEO

AEO (Automated Execution & Operations)

A governed execution layer that automates follow-through — tasks, reminders, routing, and reporting — so work moves reliably without partner chasing.

Outcome: Less admin noise, consistent handovers, and clear visibility on who did what, and when.

Support

Dedicated Back-Office Team

Trained team members integrated into your workflows, supported by automation, handling day-to-day operations.

Outcome: Protected partner time, reduced overhead, consistent delivery, faster service.

Compliance

Compliance & Reporting Support

Deadline tracking, document management, regulatory reporting assistance so compliance never slips.

Outcome: Fewer missed deadlines, audit-ready documentation, reduced regulatory risk.

Scaling

Flexible Staffing Without Overhead

Scale capacity without permanent headcount. Support and systems scale with your growth cycle.

Outcome: Operational flexibility, predictable costs, faster ramp-up.

Innovation

AI & Process Optimization

Applied AI and continuous process improvement built into the operating model.

Outcome: Fewer handoffs, better client experience, measurable efficiency gains.

New World Circle AEO for Accounting Firms

Australia-built AEO (Automated Execution & Operations): a governed system that automates follow-through, ensures consistency, and makes performance measurable.

What AEO does

Automated follow-through

Captures leads / enquiries and routes them correctly
Triggers reminders, tasks, and escalations
Maintains audit trails and reporting

Why it matters

Less chaos, more control

Fewer dropped balls and faster response
Consistent client experience
Clear visibility on who did what, and when

Example

Lead-to-intake optimisation

Example improvements: faster time-to-contact, fewer missed follow-ups, consistent intake capture, and cleaner handover into the workflow. We implement intake routing rules, automation reminders, and reporting so leadership sees results weekly.

Governance Framework for Accounting Operations

Clear systems with automation and AI that ensure follow-through, consistency, and measurable performance.

Clear Workflows

Intake, automated task management, compliance tracking, and escalation so teams run on predictable playbooks.

Execution Ownership

Support + automation owns the day-to-day so partner time is protected and client experience stays consistent.

Measurable Outcomes

Dashboards, reporting, and KPI tracking so partners see efficiency gains in real-time.

CASE STUDY

Mid-sized tax firm: 45% back-office reduction, 99% compliance accuracy

The Challenge: A 12-partner firm handling 350+ active clients was spending 45% of staff time on data entry, file management, and compliance tracking.

Our Approach

Embedded Operations Team: 2 FT coordinators + 1 PT compliance specialist integrated into daily workflows
Workflow Automation: AI-assisted intake, categorisation, and deadline alerts
Compliance Tracking: Real-time dashboards for filing status and deadline visibility
Systems Integration: CRM + accounting software + document management connected

Results After 90 Days

↓ 70%

Manual processing time

↑ 99%

Compliance accuracy

+30 hrs

Partner capacity/week

Outcome: Partners regained time for advisory work, compliance deadlines stabilised, onboarding time reduced, and the team moved from reactive to governed execution.

How we structure partnerships with accounting firms

Discovery, assessment, implementation, and continuous support — built for firms that want operations that are owned and improved.

Discovery Call

We map operational constraints, back-office load, and where partners are being pulled into admin.

Financial & Operational Review

We map workflows, identify automation, and forecast impact of embedded staffing and AI integration.

Tailored Recommendation

Clear plan: roles to embed, workflows to automate, AI roadmap, timeline, cost, expected outcomes.

Engagement & Continuous Improvement

Dedicated support, training, quarterly reviews, and ongoing optimisation using performance data.

Support team roles available

Dedicated team members trained on accounting workflows. Use filters to explore roles.

Filter by role type:

Operations Coordinator

Operations | Full-time | Dedicated

Automation Specialist

Automation & AI | Full-time | Dedicated

AI Implementation Officer

Automation & AI | Full-time | Dedicated

Compliance Officer

Compliance | Full-time | Dedicated

Client Intake Specialist

Client Services | Full-time | Dedicated

Marketing Coordinator

Marketing | Full-time | Dedicated

Operations Manager (Team Lead)

Operations | Full-time | Dedicated

Reporting & Documentation Officer

Compliance | Full-time | Dedicated

Social Media & Content Manager

Marketing | Part-time | Dedicated

Process Automation Analyst

Automation & AI | Part-time | Dedicated

Ready to build your support team?

Start with one or multiple dedicated roles aligned to your firm's needs.

Enquire now

Fast clarity, controlled implementation, then ongoing improvement.

If you want operations that are owned, maintained, and improved — start here.

Start with a discovery conversation where we map your workflows, identify automation gaps, and outline a clear implementation path aligned to your growth.

Let's talk

Where we operate

Sydney HQ with distributed teams across Australia.

Who we serve

Accounting firms, tax advisors, and professional services seeking scalable operations without permanent headcount.

Our track record

Embedded operations, long-term partnerships, and repeatable systems execution.

Discovery Phase

Map workflows, identify gaps, define scope.

Implementation

Embed roles, build automation, integrate systems.

Ongoing Support

Weekly check-ins, quarterly reviews, continuous optimisation.