ACCOUNTING FIRMS | OUTSOURCED ACCOUNTING SERVICES

Accounting Outsourcing Services for Accounting Firms

More delivery capacity. Less pressure on your team. More time for your clients.

FineX helps accounting firms and accountancy practices manage recurring client work through outsourced bookkeeping, accounts preparation, tax preparation support, payroll and audit support.

Whether you need help during busy periods, additional capacity for everyday processing or a dedicated accounting team, FineX works as an extension of your practice within your existing systems, workflows and review procedures.

BUILT FOR GROWING ACCOUNTING PRACTICES

More client work. Without constantly expanding your team.

Accounting firms face recurring deadlines, growing client portfolios and seasonal peaks in bookkeeping, accounts preparation, tax and audit workloads.

Recruiting additional staff for every increase in workload adds cost and management complexity. FineX provides flexible outsourced accounting support so your internal team can focus on client relationships, professional review and higher-value advisory services.

01

Additional Delivery Capacity

Support recurring client work and seasonal workloads without recruiting for every new requirement.

02

Experienced Accounting Support

Access additional accounting professionals aligned with agreed practice workflows.

03

Better Workflow Consistency

Use documented processes, defined responsibilities and agreed review points.

04

Flexible Outsourcing Models

Outsource individual tasks, add dedicated accountants or build a broader offshore team.

05

More Time for Clients

Reduce internal processing pressure so your team can focus on review, communication and advisory work.

06

Scalable Practice Support

Expand accounting capacity as your client base and service requirements grow.

OUR OUTSOURCED SERVICES FOR ACCOUNTING FIRMS

One outsourcing partner across your practice.

Recurring accounting and compliance preparation activities delivered through structured outsourcing arrangements.

 

01

Bookkeeping Outsourcing

Support transaction processing, bank reconciliations, ledger maintenance and recurring bookkeeping activities for client accounts.

02

Accounts Preparation

Prepare accounting schedules, reconciliations, working papers and draft accounts information for your firm’s review.

03

VAT & Indirect Tax Support

Support VAT data preparation, transaction reviews, reconciliations and return preparation workflows.

04

Corporation Tax & Tax Return Support

Assist with tax schedules, working papers, draft return preparation and agreed compliance processes.

05

Payroll Outsourcing

Support recurring payroll processing, payroll data checks, reconciliations and reporting for your firm’s clients.

06

Audit Support Services

Provide audit file preparation, working papers, agreed testing support and documentation for review by your audit professionals.

07

Management Accounts

Support monthly management accounts, KPI reporting, variance analysis and recurring client reporting packs.

08

Dedicated Accounting Teams

Build an outsourced accounting team around your firm’s recurring client workload and agreed delivery processes.

OUTSOURCING FOR DIFFERENT ACCOUNTING PRACTICES

Flexible support for the way your firm operates.

From independent practices to multi-office firms, build capacity around your own client workload and review process.

 

Small & Independent Accounting Firms

Access additional bookkeeping, accounts preparation and compliance support without hiring a full internal team.

Growing Accountancy Practices

Manage increasing client workloads through recurring outsourced accounting capacity.

Mid-Sized Accounting Firms

Support multiple service lines with dedicated accountants and structured delivery workflows.

CPA Firms

Add accounting, bookkeeping, reporting and agreed tax-preparation support within applicable professional requirements.

Multi-Office Accounting Practices

Coordinate recurring accounting and preparation work across offices through a structured delivery model.

CHOOSE YOUR OUTSOURCING MODEL

From individual tasks to a dedicated accounting team.

Choose an engagement model around your firm’s workload, processes and service requirements.

01 / SELECTED SERVICES

Process Outsourcing

Outsource selected tasks such as bookkeeping, accounts preparation, VAT preparation or payroll support.

Best for firms requiring additional capacity for specific services.

02 / RECURRING CAPACITY

Dedicated Accountant

Add an accounting professional supporting recurring client work within your existing practice systems and procedures.

Best for practices needing consistent additional capacity.

03 / EXTENDED PRACTICE

Dedicated Accounting Team

Build a wider outsourced team across bookkeeping, accounts preparation, tax, payroll and other agreed services.

Best for growing firms seeking a scalable extension of their internal team.

HOW FINEX WORKS

A structured approach to
portfolio finance support.

Assess → Design → Transition → Deliver →
Improve & Scale
01

Assess

Understand the portfolio company finance structure, processes, systems and reporting requirements.

02

Design

Agree scope, team structure, workflows, reporting expectations and control points.

03

Transition

Coordinate documentation, knowledge transfer, system access and recurring procedures.

04

Deliver

Perform agreed accounting, reporting and finance operations within established timelines.

05

Improve & Scale

Review performance, incorporate feedback and expand support as requirements evolve.

FREQUENTLY ASKED QUESTIONS

Finance operations outsourcing, explained.

It is the use of a specialist external team for defined day-to-day finance processes, such as accounts payable, accounts receivable, invoicing, credit control, reconciliations and expense processing.

You can outsource one process or several. Typical areas include AP, AR, invoicing, credit control, bank reconciliations, expense processing and related finance back-office work.

Finance outsourcing may include a broader set of operational processes. Accounting outsourcing often focuses on records, bookkeeping, month-end and reporting. The two can work together in one finance function.

Yes. You can start with accounts payable outsourcing and expand the scope later if you need additional support.

Yes. An offshore finance team can support invoicing, payment allocation, ageing analysis, customer account reconciliation and agreed follow-up activities.

Yes. Finex can structure delivery around your existing systems, processes and reporting environment, subject to the requirements of the engagement.

No. Start with one process, several connected activities, dedicated professionals or a managed finance operation.

The model can expand with transaction volumes, additional processes or a larger team. The right scope and timing are agreed with you.

AP, AR and reconciliations can sit within a wider Global Business Services model, where people, processes, technology and governance are organised for consistent delivery.

TECHNOLOGY & COMPLIANCE

Integrated with the platforms you use

Our teams work across leading cloud accounting and practice-management platforms.

xero
Sage

150+

Accounting Professionals

15+

Years Experience

4+

UK Clients Supported

100+

Global Offices

60%+

Staff Cost Savings

95%+

Client Retention

LET’S WORK TOGETHER

Build a stronger finance operation with Finex.

Tell us where you need capacity, control or specialist support. We’ll help you shape a practical next step.