Support recurring client work and seasonal workloads without recruiting for every new requirement.
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.
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.
Support recurring client work and seasonal workloads without recruiting for every new requirement.
Access additional accounting professionals aligned with agreed practice workflows.
Use documented processes, defined responsibilities and agreed review points.
Outsource individual tasks, add dedicated accountants or build a broader offshore team.
Reduce internal processing pressure so your team can focus on review, communication and advisory work.
Expand accounting capacity as your client base and service requirements grow.
Recurring accounting and compliance preparation activities delivered through structured outsourcing arrangements.
Support transaction processing, bank reconciliations, ledger maintenance and recurring bookkeeping activities for client accounts.
Prepare accounting schedules, reconciliations, working papers and draft accounts information for your firm’s review.
Support VAT data preparation, transaction reviews, reconciliations and return preparation workflows.
Assist with tax schedules, working papers, draft return preparation and agreed compliance processes.
Support recurring payroll processing, payroll data checks, reconciliations and reporting for your firm’s clients.
Provide audit file preparation, working papers, agreed testing support and documentation for review by your audit professionals.
Support monthly management accounts, KPI reporting, variance analysis and recurring client reporting packs.
Build an outsourced accounting team around your firm’s recurring client workload and agreed delivery processes.
From independent practices to multi-office firms, build capacity around your own client workload and review process.
Access additional bookkeeping, accounts preparation and compliance support without hiring a full internal team.
Manage increasing client workloads through recurring outsourced accounting capacity.
Support multiple service lines with dedicated accountants and structured delivery workflows.
Add accounting, bookkeeping, reporting and agreed tax-preparation support within applicable professional requirements.
Coordinate recurring accounting and preparation work across offices through a structured delivery model.
Choose an engagement model around your firm’s workload, processes and service requirements.
Outsource selected tasks such as bookkeeping, accounts preparation, VAT preparation or payroll support.
Add an accounting professional supporting recurring client work within your existing practice systems and procedures.
Best for practices needing consistent additional capacity.
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.
Understand the portfolio company finance structure, processes, systems and reporting requirements.
Agree scope, team structure, workflows, reporting expectations and control points.
Coordinate documentation, knowledge transfer, system access and recurring procedures.
Perform agreed accounting, reporting and finance operations within established timelines.
Review performance, incorporate feedback and expand support as requirements evolve.
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.
Our teams work across leading cloud accounting and practice-management platforms.
Accounting Professionals
Years Experience
UK Clients Supported
Global Offices
Staff Cost Savings
Client Retention
Tell us where you need capacity, control or specialist support. We’ll help you shape a practical next step.