Finance for CPA & Tax Firms
Alongside your practice. Behind your clients.
Refer a client who needs recurring finance support, or add defined delivery capacity to your accounting practice.
The work behind the service
A clear handoff. A clear owner.
Choose the relationship, then see how the client, your firm and Findevor share the work.
Partnership pathsSeparate scopes. Clear coordination.
Confirm fit and client consent. Continue the agreed tax or independent assurance relationship.
Agree a separate client engagement for recurring books, close, and reporting. Coordinate authorized handoffs.
Authorize the relationship and access. Provide business context and retain business decisions and approvals.
What Findevor handles
Practical support for the recurring work.
Recurring books & close
Bookkeeping, reconciliations and the monthly close in the client’s agreed scope.
Cash & management reporting
A recurring view of cash and financial performance for the business owner.
Tax-ready schedules
Organized records and supporting schedules for the client’s tax adviser.
Referral and contracted-delivery scopes have different ownership and review arrangements. Each engagement preserves the agreed client relationship and professional oversight; independence requirements are assessed separately.
Build capacity around your practice.
Tell us which clients need support, or where your team needs preparation capacity.
Frequently asked questions
Partnering with your practice.
What happens when I request the referral packet?
We respond with the relevant partnership information and discuss the client handoff. This request does not enroll your firm or share client records.
Who owns the client relationship?
For contracted delivery, your firm retains the engagement, pricing, review and client delivery. A referral creates a separately agreed direct finance relationship with the client.
Can we use our current systems?
We agree access, preparation standards, supporting schedules, confidentiality and communication before the work begins.