What you should know before we work together.

FinAcct provides managed accounting and finance operations through dedicated professionals and defined delivery processes. Services can include bookkeeping, accounts payable and receivable, reconciliations, month-end close, financial reporting, cleanup, controller support, and fractional CFO support depending on the engagement.

FinAcct specializes in restaurants and hospitality, insurance agencies, property management, CPA firms, and professional services. We also support businesses in other industries when the accounting scope, systems, and operating requirements fit our delivery model.

Yes. Cleanup and catch-up engagements are designed to identify incomplete periods, reconcile priority accounts, document outstanding issues, and bring the books to an agreed current point. The work can then transition into a structured ongoing accounting rhythm when that is part of the scope.

Usually, no. Many clients retain their tax CPA or specialist advisor while FinAcct owns agreed day-to-day accounting operations, reconciliations, close activities, and reporting packages. We coordinate responsibilities so records and supporting schedules are ready for the professionals who rely on them.

The FinAcct Delivery Model moves through understand, design, assign, deliver, and improve. We clarify the business and current process, document the scope and calendar, assign named ownership, operate the recurring workflow, and refine the model as the business changes.

Engagements are built around named ownership rather than a rotating ticket queue. The exact team structure depends on scope and may include accounting specialists, reviewers, controller support, and backup coverage with responsibilities defined during onboarding.

The engagement establishes recurring checkpoints, a weekly and month-end calendar, named owners, and escalation paths. Status and exceptions are kept visible so your team can see completed work, open dependencies, and the next required action without reconstructing the accounting process.

Yes. The delivery model can be reviewed as volume, locations, entities, reporting needs, or systems change. Any material change to responsibilities, staffing, cadence, or fees is documented so both teams continue to work from the same expectations.

Pricing is based on the services in scope, transaction and account volume, business complexity, systems, reporting requirements, review level, and delivery cadence. Industry pricing pages provide a useful starting point, while the final engagement reflects the actual work and ownership required.

Yes. FinAcct publishes pricing guidance and plan structures for its primary industries. For custom, multi-entity, cleanup, controller, or CFO requirements, a short discovery conversation helps confirm the correct scope before you make a commitment.

Yes. FinAcct teams typically work within the client's accounting, industry, payroll, payment, and reporting environments rather than requiring a complete software replacement. Platform experience and workflow support are confirmed during discovery because not every product represents a native integration.

FinAcct Solutions is the managed accounting and finance operations partner described on this website. FinAcct360 is a separate FinAcct product for eligible restaurant workflows; product capabilities and availability are explained at FinAcct360.io.

FinAcct combines administrative, technical, network, physical, and data-handling controls. Our approach includes confidentiality commitments, role-based access, managed devices, approved tools, protected transfer methods, monitoring and response procedures, and engagement-specific retention requirements; details are available in our Security section.

We begin with a focused conversation about your business, current accounting environment, pain points, volume, timing, and desired outcomes. From there, we define the recommended services, ownership model, delivery cadence, access needs, and commercial terms before onboarding begins.

Timing depends on scope, system access, data condition, stakeholder availability, and whether cleanup is required. During scoping, FinAcct identifies the access and information needed, establishes the kickoff plan, and sets the first operating and close milestones so the timeline is visible before recurring delivery starts.