FINSMART SERVICES
CPA & ACCOUNTING FIRM
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.
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Workflow Seat Packages & Scope
Workflow Customization
Convert standardized workflow templates into customized templates based on firm needs.
If required, create workflows from scratch where no template exists in our library.
Set up 10-15 workflows tailored to your firm’s operations.
Implement customized workflows in the selected Practice Management Software.
4 Weeks
Workflow + Practice Management Software
Convert standardized workflow templates into customized templates based on firm needs.
If required, create workflows from scratch where no template exists in our library.
Set up 10-15 workflows tailored to your firm’s operations.
Implement customized workflows in the selected Practice Management Software.
Practice Management Software Selection: Guide firms in choosing the best software based on their needs.
Software Implementation: Provide hands-on assistance to implement one of four selected platforms: Karbon, Canopy, Keeper, or Financial Cents.
Workflow Implementation: Integrate custom workflows into the selected Practice Management Software.
Dashboard & Reporting Setup: Design and implement custom dashboard views and reports for better workflow tracking.
8 Weeks
CPA & Accounting Firms Services
Finsmart Talent. Build your Team.
Finsmart Accounting Seat model delivers pre-trained professionals who integrate effortlessly into your firm, managed by you and working through your tech, email, and communication tools.
Bookkeeping Seat
Get accurate, efficient bookkeeping with certified offshore talent—fully dedicated and embedded into your firm’s workflow.
Dedicated Seat
US $ 2600 / month
Hourly Seat
US $ 25 / hour
Sr. Accounting Seat
End-to-end accounting support including month-close, reconciliations, and reports—delivered by experienced professionals embedded in your team.
Dedicated Seat
US $ 3200 / month
Hourly Seat
US $ 25 / hour
Reviewer Seat
Free up Partner bandwidth with expert reviewers handling reconciliations, financial reviews, and year-end readiness with precision.
Dedicated Seat
US $ 3600 / month
Hourly Seat
US $ 30 / hour
USA Tax Seat
Streamline tax season with trained preparers for 1040, 1120, 1065 & more—reliable, secure, and ready to plug in.
Dedicated Seat
US $ 3200 / month
Cleanup Seat
Specialized team for fixing broken books, performing reconciliations, and preparing clean, compliant financial records quickly.
Hourly Seat
US $ 25 / hour
Workflow Seat
Set up or optimize practice workflows and software with experts who bring structure, visibility, and operational efficiency.
Workflow Customization: 4 Weeks
US $ 2499 / month
Workflow Customization + Practice Management Software: 8 Weeks
US $ 5000 / month
Requires CPAs to disclose sensitive end-client details, making the process cumbersome and repetitive every time a new client is added.
Involves hiring FTEs, requiring extensive recruitment efforts, compensation negotiations, and onboarding delays.
At Finsmart Accounting, we have redefined the way CPA and Accounting firms outsource their accounting needs with our groundbreaking Accounting Seat model. Unlike traditional outsourcing approaches that create inefficiencies, delays, and operational complexities, Accounting Seat is an innovative, plug-and-play solution designed to deliver pre-vetted, pre-qualified, and pre-trained accounting professionals who seamlessly integrate with your firm.
One Subscription. Three Layers of Expertise.
When you sign up for Accounting Seat, you’re not just getting a single resource—you’re unlocking a three-layered powerhouse team designed to drive efficiency, accuracy, and success in your accounting operations.
A Dedicated Account Manager who handles daily accounting tasks as an extension of your team, an Engagement Manager who oversees onboarding, engagement performance, and delivery to ensure success, and a Senior Accounting Advisor who steps in as needed to provide expert guidance on complex matters and technical oversight—all included in your subscription.
This 3-tier team structure ensures that whether you’re looking to scale, optimize workflows, or gain senior-level expertise, you have the right professionals backing you – all included in your subscription, with no hidden costs.
Accounting Seat – Model Advantages
Plug-n-Play Model
Instantly deploy trained accountants -no hiring, no onboarding delays.
English-Speaking Talent
Fluent communication for smooth coordination with your onshore team.
Certified in QBO, Xero & More
Work with accountants certified in leading global platforms and tools.
Tech-Savvy Accountants
Adaptable professionals who understand accounting tech and automation.
Your Team, Managed by You
Fully dedicated resources that function like your in-house staff—under your direction.
Hassle-Free Resource Replacement
Backed by a strong bench—seamless transitions with no retraining cost.
5 Easy Onboarding Steps
Once the agreement is signed, your Finsmart team will be
up and running within 7 days, following these 5 simple steps.
1. Talent Assigned.
Finsmart’s ready plug-and-play model lets you onboard pre-vetted talent and begin training immediately.
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.
Scale Smart.
Grow Fast.
Unlock accounting capacity with plug-and-play offshore teams—no hiring, no hassle, just results.
Accelerate your growth.
Get Started today.
Our pricing works as a simple monthly subscription. It is based on the scale of operations and the scope of work outsourced to us.
No, there are no extra fees for asking questions – in fact, we encourage it. Your monthly plan price covers everything.
We understand the importance of predictability. Your prices won’t fluctuate every month. While our pricing is based on monthly transactions, there are only yearly changes to adjust for increments, or if there is a change in the scale or scope of work. A sudden increase in transactions might initiate a discussion, but it is mutually discussed and finalized.
We want you to work with Finsmart Accounting because you’re happy with the service, not because you signed a contract. You can cancel anytime with a three-month notice period and we will refund the balance amount.
We provide daily updates about “work done today” to clients via email. It is further followed by weekly review calls and monthly review management calls. This helps you to stay updated with your work status at any time. If you already have some reporting system working at your end then our teams will adapt to it.
We have the flexibility to work in any time zone as preferred by our clients, be it real-time, overlapping time, or offshore time zone.
As we deal with a lot of sensitive data of clients, security and confidentiality are our top priorities. Some of the measures we take include:
1) Limited Access to the Internet
2) Restricted Access to Data
3) Disabled USB ports
4) Secured Network
5) Continuous Monitoring
6) Strong Password Protected Systems
Also, while accessing the remote server of clients for input, we ensure that the data is accessed & kept on client servers only, ensuring security and that the custody of data always remains with you.
Yes! Support is included as part of the contract at no extra cost. We encourage our clients to ask as many questions as they want. A dedicated account manager will be assigned to you, who will be available over email or phone to resolve your queries. The turnaround time will be a day at max.
Yes of course! We want you to be sure that you are making the right decision by choosing us and hence we would be glad to share our references with whom we are working. However, this can be done after our initial discussions about your service requirements and our proposed service offering.
