CPA & Accounting Firms
Dedicated Accounting Talent for Your Business
Our Accounting Seat model provides trained finance professionals who seamlessly integrate into your team, working through your systems, tools, and processes while supporting your firm’s daily accounting and financial operations.
Bookkeeping Seat
Dedicated Seat
US $ 2400 / month
Hourly Seat
US $ 20 / hour
Focus on your clients while we handle your bookkeeping with precision.
The Bookkeeping Seat is tailored for CPA and Accounting firms, offering a dedicated professional to manage day-to-day financial transactions, categorization, and reconciliations. Powered by professionals holding a Bachelor’s degree in Accounting with two years of international accounting experience, this Seat ensures accuracy and compliance in financial record-keeping. Our Bookkeeping experts seamlessly integrate into your team, supporting smooth operations and providing reliable financial data management.
Scope of Work :
Bank and Credit Card Statements CSV Upload through our secure app.
Categorization of Bank and Credit Card Feeds for accurate financial reporting.
Matching of Deposits to invoices and transaction records.
Bank and Credit Card Reconciliation to ensure financial accuracy and completeness.
Get accurate and efficient full-cycle accounting and seamless month-close with our expert professionals.
The Senior Accounting Seat is designed for CPA and Accounting firms, offering a highly skilled professional who manages full-cycle accounting, including month-end close. This Seat is powered by resources holding a Bachelor’s degree in Accounting, complemented by a management or diploma in accounting, and a minimum of five years of experience in international accounting. Our Senior Accountants seamlessly integrate into your team, ensuring complete accounting oversight, reconciliations, and financial reporting for accurate and compliant financial management.
Scope of Work :
Bank and Credit Card Statements CSV Upload through our app.
Categorization of Bank and Credit Card Feeds to maintain accurate financial records.
Matching of Deposits to corresponding invoices or records.
Bank and Credit Card Reconciliation to ensure financial accuracy and completeness.
Full-cycle Accounting Management, ensuring smooth financial operations and compliance.
Month-End Close & Journal Entries (JE) including Depreciation, Amortization, Prepaid Expenses, and Accruals.
Sales Tax Reconciliation to ensure compliance and reporting accuracy.
401(k) Reconciliation to verify retirement plan contributions and financial accuracy.
Revenue Reconciliation to ensure recorded revenue aligns with actual transactions.
Accounts Receivable (AR) Aging Analysis to monitor outstanding balances and improve cash flow management.
Accounts Payable (AP) Aging Analysis to track outstanding vendor obligations and ensure timely payments.
Financial Reporting & Compliance to generate detailed financial statements and maintain regulatory accuracy.
Process Optimization & Efficiency to streamline accounting workflows and improve financial operations.
Sr. Accounting Seat
Dedicated Seat
US $ 3200 / month
Hourly Seat
US $ 25 / hour
Reviewer Seat
Why Choose Reviewer Seat?
1. Experienced Reviewers: Senior accounting professionals with 8+ years of experience ensure thorough financial oversight.
2. Enhanced Accuracy & Compliance: Reduce errors, maintain compliance, and improve financial clarity.
3. Free Up Leadership Time: Shift financial review tasks to experts so firm owners can focus on strategy and growth.
4. Streamline Year-End Processes: Get audit-ready financials and tax compliance without last-minute stress.
Dedicated Seat
US $ 3600 / month
Hourly Seat
US $ 30 / hour
Reduce senior workload – let experts handle financial reviews with precision.
The Reviewer Seat is designed to support CPA and Accounting firm owners or partners by freeing up their bandwidth through expert financial review and oversight. With a deep level of accounting expertise, this Seat ensures accuracy, compliance, and financial clarity. Our Reviewer professionals hold a Master’s degree in Accounting with 8+ years of experience, bringing advanced financial acumen to the table. They seamlessly integrate into your firm to enhance financial reporting, compliance, and overall accounting accuracy, allowing firm owners to focus on growth and strategy.
Scope of Work :
Review Chart of Accounts Monthly to maintain an accurate financial structure.
Transaction and Journal Entry Review to ensure completeness and correctness.
Monthly Balance Sheet, AR, AP, and Payroll Reconciliation for financial accuracy.
Sales Tax Reconciliation to verify compliance and accurate reporting.
Financial Statement Review (Monthly/Quarterly/Yearly) to maintain high-quality financial reporting.
Budget vs. Actuals Analysis to track financial performance and identify variances.
Management Reporting to provide insights for decision-making.
Prepare CPA Workpapers for Year-End Review/Audit to streamline tax and audit processes.
Year-End Tax Readiness to ensure compliance and readiness for tax filings.
Deliver accurate, compliant, and efficient tax prep—built for CPA firms that value precision and speed.
The Tax Associate Seat supports your firm with reliable, detail-oriented professionals who handle core tax preparation tasks. From entering client-provided data to preparing supporting forms and tracking progress, these associates ensure your returns are accurate, compliant, and delivered on time. Perfect for firms looking to streamline tax operations and improve turnaround without adding hiring complexity.
Scope of Work :
Input basic Form 1040 data from client-provided documents
Input Form 1120S (S-Corp) and Form 1065 (Partnership) using client-provided P&L and Balance Sheet
Prepare FinCEN Form 114 (FBAR) for foreign bank account reporting
Generate a missing documents list by comparing current-year records with prior-year returns
Provide daily progress updates and maintain accurate time tracking
Conduct basic quality checks for data accuracy
USA Tax Seat
SEAT FEATURES
1. Pre-trained on leading tax software like UltraTax, Lacerte, Drake, ProConnect, CCH Axcess
2. 2 year of tax preparation experience
3. Accuracy-focused, deadline-driven, and process-compliant
4. Seamless collaboration with your in-house tax team
5. Supervised by Finsmart Engagement Manager for quality assurance
Dedicated Seat
US $3200/month
Cleanup Seat
Why Choose Clean Up Seat?
1. Dedicated Experts: Our team specializes in financial clean-up and reconciliation, ensuring your books are free of errors and inconsistencies.
2. Seamless Transition: We prepare your books for structured, ongoing bookkeeping, making future accounting tasks efficient and hassle-free.
3. Compliance & Accuracy: Ensure accurate financial reporting, tax preparation, and compliance with regulatory standards.
4. Time & Cost Savings: Reduce time spent fixing financial errors and focus on strategic financial planning and growth.
To ensure estimate accuracy and transparency:
1. Discovery Phase: We conduct a Discovery phase to understand your specific needs. Our team will review your requirements, assess the scope of work and estimate the required hours.
2. Approval Process: We’ll submit the estimated hours and scope for your approval before commencing the Clean Up Seat service.
Hourly Seat
US $ 25 / hour
Fix, reconcile, and restore your books for a fresh financial start.
The Clean Up Seat is designed for CPA and Accounting firms needing dedicated expertise in correcting and reconciling broken books. Inaccurate financial records can lead to misinformed decisions, compliance risks, and inefficiencies in financial management. Our specialized Clean Up Team works meticulously to review, identify, and fix discrepancies, ensuring that books are structured, reconciled, and prepared for ongoing bookkeeping.
With a team of professionals holding a Master’s degree in Accounting and at least five years of experience, we excel at handling complex financial clean-ups, bringing clarity and accuracy to accounting systems. Once your books are corrected and balanced, your firm can transition seamlessly into structured, routine bookkeeping, allowing for improved financial tracking, tax preparation, and compliance.
Scope of Work :
Review and Re-design of Chart of Accounts to align with industry best practices.
Bank and Credit Card Statements CSV Upload through our secure platform.
Updating Missing Bank and Credit Card Entries for accurate record-keeping.
Reconciliation of Bank and Credit Cards to ensure financial accuracy.
Accounts Receivable (AR) Invoice Mapping for better tracking of outstanding receivables.
Accounts Payable (AP) Invoice Mapping to maintain clear vendor obligations.
AR Balance Confirmation to validate outstanding customer balances.
AP Balance Confirmation to verify vendor payment records.
Loan Reconciliation to align outstanding loans with financial statements.
Un-deposited Funds GL Clean Up for proper allocation of received funds.
Un-categorized Expenses GL Clean Up to correctly classify all business expenses.
Un-categorized Income GL Clean Up to ensure all revenue is properly recorded.
Review and Confirmation of Owners’ Contributions to maintain accurate capital records.
Updating Opening Balances in GL for a smooth transition to structured bookkeeping.
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Optimize your accounting firm’s efficiency with expert workflow and practice management solutions. Description
The Workflow Seat is designed to help CPA and Accounting firms streamline their operations by setting up customized workflows in their chosen Practice Management Software. This Seat is powered by Master’s in Accounting professionals and process experts with 10+ years of experience, ensuring that firms achieve a structured, efficient, and scalable workflow system. Whether you need workflow customization or full-scale practice management software implementation, our experts will guide you through the process, ensuring a seamless and tailored experience.
Why choose Workflow Seat?
1. Industry Experts
Led by seasoned process professionals with 10+ years of experience.
2. Tailored Solutions
Get workflows customized to your firm’s specific needs.
3. Seamless Software Integration
Implement workflows into leading Practice Management platforms.
4. Enhanced Firm Efficiency
Reduce bottlenecks and improve productivity through structured processes.
5. Comprehensive Support:
From workflow creation to full software implementation, our experts handle every step.
Workflow Seat
Workflow Customization: 4 Weeks
US $ 2499 / month
Workflow Customization + Practice Management Software: 8 Weeks
US $ 5000 / month
5 Easy Onboarding Steps
1. Talent Assigned.
We assign a qualified accounting professional based on your firm’s requirements. Our trained talent is ready to integrate into your processes and begin supporting your operations quickly.
2. Client Process Training
The assigned team undergoes client process training, which you only need to do once. We’ll document it for future talent training.
3. Test Run Projects
The team will conduct a mock session on your projects to ensure work effectiveness and efficiency.
4. Review Test Projects
Customer and Finsmart team together reviews the project tests to bring more efficiency.
5. Team Goes LIVE!
Once the customer is satisfied, the team goes LIVE, and you can manage them as your in-house team.