Choose one client file.
Select a catch-up job or recurring monthly file that represents the work your team needs help with.
A clear way to add production capacity.
Start with one client file, agree on the work, and receive an organized package for your team to review.
Start small. Build from there.
The first job should make the working relationship clear. More volume comes only after the scope, handoff, and review experience fit your firm.
Agree on the workflow.
Confirm the tasks, records, systems, timing, instructions, and items that remain with your firm.
Review the result.
Receive prepared bookkeeping, supporting records, useful notes, and a short open-item list.
Add work when ready.
Continue, adjust the workflow, or add client files only when the fit is clear.
The scope comes before the work.
A clear start prevents unclear handoffs later. We identify what is included, what information is needed, and which decisions remain with your team.
- Client file and periods covered
- Bookkeeping tasks and expected outputs
- Source documents and system access
- Timing, checkpoints, and handoff format
- Exceptions, exclusions, and approval boundaries
A handoff your reviewer can use.
Every file comes back organized so your reviewer can make the next decision quickly.
The bookkeeping tasks completed within the agreed scope.
Source-linked records and workpapers organized for review.
Notes that explain reconciliations, exceptions, and unusual items.
A focused list of missing information and reviewer decisions.
Human review stays in the workflow.
Fintant can assist production work, but your firm keeps professional judgment, approval, and every regulated or client-facing action.
Fintant prepares and checks
- Agreed bookkeeping production
- Reconciliations and workpapers
- Draft reports and supporting schedules
- Review notes and open questions
Your firm decides and acts
- Final approval and posting
- Payments and payroll release
- Tax and legal filings
- Assurance and client communication
Begin with one clear workload problem.
Tell us which bookkeeping work is waiting and what your reviewer needs back.