Take bookkeeping off your team, and keep it under your name.
Fintrix runs monthly bookkeeping, payroll and reporting for your clients, delivered as part of your firm's service or alongside it. You keep the client relationship, the tax work and the advice.
Where firms use us
Capacity when you need it, without another hire.
Busy season
Month end work keeps moving while your team is deep in returns, and nothing waits until March.
Clients you would rather not carry
Hand over the books and get back reconciled, documented files your team can work from.
Growth
Take on more clients without adding another bookkeeper to your payroll.
How it works
A simple way to start, and a steady monthly rhythm.
- 1
Intro call
We learn how your firm works: your software, your standards and the clients you have in mind.
- 2
Start small
We begin with a client or two, so you can see the quality of the work before you hand over more.
- 3
Onboarding
We set up access and follow the chart of accounts and checklists your firm already uses.
- 4
Monthly delivery
Reconciliation, payables and receivables, payroll and reporting, on a fixed schedule.
- 5
Year end handoff
Reconciled, documented books, ready for your team to file from.
Your brand, your choice
White label, co-branded or referral.
Work out which arrangement suits each client. You can mix them across your book.
- White label. Our team works behind your firm's name, and clients deal with you.
- Co-branded. We work alongside your firm and are introduced as your bookkeeping team.
- Referral. You introduce the client, we look after their books, and you stay their accountant.
What stays with you
Everything that makes you their accountant.
- The client relationship and how you price it.
- Tax returns and filings. We never file tax returns.
- Advisory work and planning conversations.
- Final review of the books before anything is filed.
Software we work in
Xero, QuickBooks, NetSuite, Sage and Wave. Our team is Xero and QuickBooks certified, and we work inside the platform your clients already use.
Security and confidentiality
We work inside your clients' own cloud accounting software under role based access, and we sign an NDA for every engagement.
Pricing
Pricing depends on transaction volume, the number of entities and the services you need. After a short call we send a clear quote, so you know the cost before anything starts.
Want to see how it would work for your firm?
A 30 minute call is enough to talk through your clients, your software and where the pressure sits. No obligation.