Part-Time Admin - Possible Sharing Between Firms

[Karl]

I have a comparatively small practice. I do about 120 1040s and 10 S-Corps. Plus tax planning for a small subset of those clients that want and are willing to pay separately for it. I niched down into equity comp a couple years ago. I have and make a little more than enough for my family's needs, so I'm not looking for aggressive growth. I have young kids, so I want to prioritize having time with them.

I am fully remote, and have had a remote part-time admin since 2021, mainly doing the stuff I don't want to do and to gain some efficiencies during tax season. Drafting Ignition proposals, setting up TaxDome jobs, aggregating client uploads to one PDF, sending DocuSigns, finalizing billing, etc.

It's a very small amount of hours overall. Less than 10 hours per month in the off-season and no more than 10 hours per week during tax season. Asynchronous, few if any scheduled hours, works great for SAHMs. Pay attention to known deadlines, log into systems once per day to see if anything new pops up.

My current admin has decided she'd like to transition out after tax season. Amicable, she just wants and needs something different.

As I've started mentioning this in networking, I'm encountering the idea of admin-sharing. i.e., another tax pro has an admin that wants a few more hours. I hire that same admin.

Curious if any of you are doing this, what's worked well, what hasn't, etc.