Hire accounting support
Best when your team manages the work and needs extra capacity.
- Part-time or full-time arrangements
- Defined duties and working schedule
- Agreed review and handoff process
Quoted by skill level, duties and agreed capacity.
For CPA, CFO & bookkeeping firms
Accounting delivery
Accounting delivery
under your firm’s brand.
Get help with client bookkeeping, reconciliations and reporting. Add an accountant, hand over recurring work, or improve a repetitive task with automation. You keep the client relationship and advisory decisions.
Work alongside your existing team. Start with a defined file, role or workflow.
Your monthly handoff
Prepared for
Prepared for
your firm’s review
Bookkeeping & reconciliations
Prepared for review
Reporting packs
Supporting schedules
Open questions
Visible in the handoff
Client relationship & advisory
Your firm
Built around your practiceYour team focuses on review and client advice. We handle the preparation included in your engagement.
India-based accounting delivery · Founder-led automation development
Experience across accounting systems
QuickBooks
xero
Zoho Books
BILL
Sage Intacct
We confirm the supported workflow with your existing systems before quoting.
Choose the help
your firm needs.
Need another pair of hands, a team to deliver the work, or a better process? Start with the option that matches your need.
Outsource recurring accounting
Best when you want us to prepare an agreed client file and deliver a recurring reporting pack.
- Bookkeeping and reconciliation work
- Reports, schedules and open questions
- Automation for eligible recurring tasks
Monthly scope and fees agreed after reviewing the file.
Automate an existing process
Best when you have the accounting team and want to reduce repeated preparation or coordination.
- One defined workflow to start
- Implementation and testing scope
- Maintenance and support arrangements
Development and ongoing support scoped separately.
Setup, historical cleanup and third-party software are quoted separately where applicable. Additional accountant work requires advance approval.
From source records to a useful handoff
See what happens
See what happens
to the work.
01 / INPUT
Records from your systems
Accounting data and supporting documents.
02 / PREPARATION
Agreed automation
Assemble draft schedules and flag items for attention.
03 / HUMAN REVIEW
Accountant investigation
Check exceptions and prepare the handoff.
04 / DELIVERABLE
Your review pack
Reports, schedules and unresolved questions.
A clearer handoff for review.
Organize reconciliations, close schedules and open questions into a pack your reviewer can work through. Agree who prepares, who reviews and who approves each step.
Illustrative service process. The automation is selected and tested for each engagement; your team receives the accounting deliverables.
Example handoff contents
Illustrative example
CPA review pack
Service deliverableBank reconciliationSupporting schedule attached
Ready for review
Unmatched receiptClient clarification needed
Open question
Close checklistReviewer sign-off pending
In review
Bring a clearer financial view to client advice.
Add custom dashboards to your firm’s reporting or fractional CFO service. Compare client entities, review cash and performance, and bring the supporting detail into your advisory conversations. Your firm retains the client relationship and advice.
- Updates from connected accounting systems, at an agreed refresh frequency.
- Views across entities, with account mapping and access permissions agreed before implementation.
- Budget variances and commentary where included in your scope.
Custom dashboard implementation and ongoing support are quoted by scope. Refresh frequency depends on source systems and integrations. Group consolidation and intercompany eliminations require a separate agreed scope.
Compare entities in one reporting view
Company A
- Revenue
- $120,000
- Gross margin
- 42%
- Cash
- $86,000
- Overdue receivables
- $14,000
Company B
- Revenue
- $85,000
- Gross margin
- 31%
- Cash
- $42,000
- Overdue receivables
- $9,000
Company C
- Revenue
- $65,000
- Gross margin
- 48%
- Cash
- $57,000
- Overdue receivables
- $6,000
Sample figures and proposed design, matching our presentation. This is an illustration, not a connected live dashboard or client result.
From documented accounting work
A handoff that explains
A handoff that explains
what changed and what’s open.
In an accounting preparation assignment, our CPA handoff documented reconciliation work, corrections to classifications, supporting balances and questions still awaiting answers.
Anonymized summary of an internal accounting handoff revised October 2026. This is evidence of accounting delivery; it does not establish AI-driven time savings.
Accounting status note
- Work completed
- Reconciliations and corrections documented for the reviewer.
- Why figures changed
- Classification changes explained alongside the accounting treatment.
- Items still open
- Unresolved differences and missing information identified explicitly.
- Reviewer’s next steps
- Questions requiring client clarification or further accounting review.
Human judgment stays in the process
Agree what runs.
Agree what runs.
Know what gets reviewed.
Automation is designed around a specific workflow. Before implementation, we agree the approval points, exception handling and manual fallback.
- Agree how your client’s data will be accessed and processed.
- Test the workflow before relying on it for delivery.
- Keep a named owner for review and unresolved items.
RESPONSIBILITIES TO AGREE BEFORE KICKOFF
01
Scope and systems
Files, volumes, source systems, deliverables and exclusions.
02
Data and access
Authorized users, providers, processing and retention arrangements.
03
Review and support
Who approves, who handles exceptions and how issues are escalated.
Start with a defined piece of work
One file or workflow.
One file or workflow.
A clear next step.
01
Discuss the bottleneck
Identify the workload, repeated task or reporting gap that needs attention.
02
Agree an approach
Choose accounting capacity, a file review or a separately scoped workflow assessment.
03
Set up and validate
Confirm the team and access. Test any automation and its review steps before use.
04
Review the delivery
Assess turnaround, exceptions and effort before expanding the scope.
A few practical
questions.
The details belong in a clear engagement scope.
Can we use accounting support without automation?
Yes. Part-time and full-time assigned accountants remain available for an agreed role, workload and schedule.
Can you work with our existing team and systems?
We start with your current process and responsibility boundaries. System access and integration feasibility are confirmed before committing to a workflow.
Who owns the client relationship?
Your firm retains its brand, client relationship and advisory decisions. We agree communication, preparation, review and approval responsibilities before kickoff.
How are fees and additional work handled?
We quote the agreed scope and included accountant support. Setup, cleanup, third-party software and custom development are identified separately. Additional accountant work requires advance approval.
How do you handle AI review and client data?
We agree permitted data use, access, providers and review points before implementation. Accountants handle exceptions and judgment. Specific data-handling commitments depend on the verified setup and your requirements.
Can you close the books by the 5th?
We can agree a close-by-the-5th objective where the recurring scope supports it and complete records and answers arrive by the agreed cutoff. Historical cleanup has a separate scope and timeline.
Bring one client file
or one recurring problem.
We’ll discuss where accounting support or automation could fit.
Looking for support for your own business? Explore our existing services →