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Services

The work your team takes off your desk.

Your dedicated team of ACCA-qualified accountants can handle the six kinds of work below. You choose the work. They work only for your firm, during U.S. business hours.

Jump to a service
01

Accounting & Bookkeeping

We keep your books up to date, so your month closes on time and your numbers can be trusted.

What your team can do Service 01
  • Bookkeeping
  • Reconciliations
  • Accounts payable and accounts receivable
  • Clean-up of old or messy books
  • Month-end close
Prepared by your FinVis team. Checked by an FCA before it reaches you.
02

Tax Preparation & Compliance

We get the tax work ready, so you can review it, sign it and send it.

What your team can do Service 02
  • U.S. individual, partnership and corporate tax preparation support
  • Tax workpapers, supporting schedules and book-to-tax reconciliations
  • Nonprofit tax return support
  • State-by-state sales tax support
  • VAT support
Prepared by your FinVis team. Checked by an FCA before it reaches you.
03

Financial Reporting & Audit Support

We turn the books into clear reports, and we get the files ready when the auditors ask.

What your team can do Service 03
  • Financial statement preparation and consolidation
  • Management accounts and reporting packages
  • Audit schedules, PBC documents and supporting workpapers
  • IFRS and other financial reporting support
Prepared by your FinVis team. Checked by an FCA before it reaches you.
04

FP&A & Financial Analysis

We show what the numbers mean, and what is likely to come next.

What your team can do Service 04
  • Budgeting, forecasting and variance analysis
  • Cash flow forecasting and financial modelling
  • KPI dashboards and profitability analysis
  • Financial statement and business performance analysis
Prepared by your FinVis team. Checked by an FCA before it reaches you.
05

Financial Controller & Virtual CFO Support

We help your clients keep control of their money, and plan ahead with clear facts.

What your team can do Service 05
  • Month-end reporting oversight and accounting controls
  • Working capital and cash flow management
  • Management reporting and financial performance monitoring
  • Strategic financial planning and decision-support analysis
Prepared by your FinVis team. Checked by an FCA before it reaches you.
06

Due Diligence & Transaction Support

When a client buys or sells a business, we put clear numbers behind the deal.

What your team can do Service 06
  • Financial due diligence and historical financial analysis
  • EBITDA adjustments and working capital analysis
  • Acquisition-related financial models and supporting schedules
Prepared by your FinVis team. Checked by an FCA before it reaches you.
How it works

You stay in charge of every piece of work.

You pickChoose one kind of work, or several. Your team follows your checklists and works in your software.
They doThe same people, every day, during U.S. business hours. They learn how your firm does things.
An FCA checksMuhammad Arsalan, FCA, checks the work before it reaches you. You keep the client and the sign-off.

Give us one task. We do it free.

Then you decide.