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Back-Office & Virtual Finance Department Support

The routine finance work that keeps a practice and its clients running: data management, reporting packs, payables and admin, handled by a team that works inside your systems.
  • Finance data kept organized and current
  • Reporting packs ready for client meetings
  • Works under your firm’s name
The challenge

Admin work quietly eats into billable time

Chasing documents, updating spreadsheets, preparing payment runs and tidying client folders all need doing. None of it needs a CPA, yet it often lands on one.
Moving that work to a back-office team frees your accountants for advisory work your clients will actually pay more for.

Too many small tasks

Dozens of ten-minute jobs that add up to a lost day every week.

Scattered data

Client information spread across emails, portals and old spreadsheets.

Advisory gets pushed back

Meeting prep and analysis are the first things to slip when the team is busy.

Scope of work

What our back-office team takes on

Routine finance and practice tasks with clear handover notes, so nothing depends on one person remembering it.

Financial data management

Virtual finance department

Advisory support

Practice back-office

Advice stays with you

We gather, organize and prepare the numbers. Your team interprets them, gives the advice and owns the client relationship.

Software we work in

QuickBooks OnlineXeroKarbonExcelGoogle Workspace / Microsoft 365
Using something else? Ask us. We adapt to your set-up rather than asking you to change it.
How it works

Getting started is straightforward

01

Scoping call

We go through the work you want to hand over, your deadlines and how your files are set up.

02

Access & checklists

You give us access the way you choose. We learn your checklists, file naming and review style.

03

A small first batch

We start with a handful of files so you can check our work before handing over more.

04

A steady rhythm

Agreed turnaround times, one named contact and regular check-ins as volume grows.

Ways to work with us

Pick the arrangement that fits your firm

Start small, change the arrangement as your workload changes, and get a clear quote before any work begins.

Task-based support

Hand over specific recurring jobs, such as payment runs or monthly packs.

Virtual finance team

Ongoing finance support for a group of your business clients.

Dedicated assistant

One person who learns your firm’s workflows and works on them every day.
FAQ

Questions firms ask us

It is the day-to-day finance work a growing business needs, such as payables, invoicing, reporting and cash tracking, handled remotely by a team instead of in-house staff. We do it for your clients, under your firm’s supervision.

Only if you want us to. Most firms keep all client contact themselves and have us work in the background.

Yes. We clean up charts of accounts, customer and vendor lists and historical data before the move, which makes the migration itself much smoother.

No fixed minimum. Some firms start with one or two recurring tasks and add more once they see how it works.

Your accounting software, spreadsheets and practice-management tools such as Karbon. We fit into your set-up rather than adding new tools.

Each recurring task gets written notes covering steps, deadlines and who reviews it, so the work never depends on one person’s memory.

Related services

Other ways we support your firm

Accounting Services

Bookkeeping & Reporting

Audit Support

Tax Preparation Support

Talk to a partner about your workload

Tell us what you want to hand over. We will look at sample files and send a clear proposal.