More capacity for your firm. More time for your clients.
We do your clients' bookkeeping under your firm's name. We check our work, then your team reviews and approves it.
See how Fintant supports your team
What we do for your clients
Extra hands for busy months, without hiring.
- Monthly bookkeeping
- Catch-up and cleanup
- Year-end packages for your tax team
- Audit document preparation
- Work done to your checklists
- Nothing goes to your client without your approval
We handle the production. You keep the decisions.
| Area | Fintant | Your firm |
|---|---|---|
| Clients | Works in the background | Talks to your clients |
| Bookkeeping | Does the books and checks them | Reviews and approves |
| Taxes and audits | Prepares books and documents | Prepares returns and does audits |
We don't prepare or file tax returns, run payroll, perform audits or give assurance opinions. Those stay with your firm.
Have a job in mind?
Send a short request and we'll look at it before your call. Please leave out client names and financial records.
Questions from firms
Is the work done under our name?
Yes. Your clients deal with your firm, and you decide how to describe who does the work.
Who approves the work?
Your firm. We check our own work first, then your team reviews and approves it. Anything that needs a professional decision is flagged for you, not decided for you.
Can you follow our checklists and standards?
Yes. We agree your checklists, file naming and handoff format before we start, so the work arrives the way your reviewers expect.
Do you prepare tax returns for our clients?
No. We prepare the books and year-end documents for your tax team. Your firm prepares and files the returns.
How do we get started?
Book a call. We talk through your workload, busy seasons and standards, then send a written plan and price.
Need help with client bookkeeping?
Book a call and tell us about your workload and busy seasons.