Free up your senior accountants for high-value advisory work. Get accurate, compliant reconciliations delivered on schedule, every time without hiring additional staff.
Multi-tier review process
Standard delivery time
Bank-level security
30+ Years Experience
Every hour your senior staff spends on routine reconciliations is an hour not spent on advisory services that command premium fees.
Your team is buried under reconciliation work during tax season when you need them most for client advisory. Temporary hires are expensive, unreliable, and require extensive training.
Cost: $15,000+ per temp hire for 3-month busy season
Senior accountants earning $75-100 per hour perform tasks that could be systematized. Meanwhile, clients are asking for CFO-level advisory services you can't deliver.
Missed Revenue: $200K+ annually in advisory opportunities
Inconsistent reconciliation processes across clients create audit risks and client dissatisfaction. Without standardization, errors slip through.
Risk: Potential liability and client churn
Professional reconciliation specialists integrated seamlessly with your firm's workflow
FinRecon's Reconciliation-as-a-Service model provides your CPA firm with a dedicated team of reconciliation specialists who become an extension of your practice. We handle the entire reconciliation process from data receipt to final review.
Our service integrates seamlessly with your existing client workflows and accounting software platforms. You maintain complete oversight and client relationships while we handle the time-consuming execution.
Trained professionals focused exclusively on reconciliation work, not general bookkeepers learning on your clients
Works with QuickBooks, Xero, NetSuite, Sage, and all major accounting platforms your clients use
Handle seasonal volume spikes without hiring, training, or managing temporary staff
Three-tier review system ensures accuracy before delivery to your firm
Standardized methodology that ensures consistent, accurate results across all clients
Your firm uploads bank statements, transaction data, and supporting documentation through our encrypted portal. We support all major file formats and can pull directly from accounting software with your authorization.
Our proprietary reconciliation software performs initial transaction matching using machine learning algorithms trained on millions of reconciliation patterns, significantly reducing manual review time.
Reconciliation specialists investigate unmatched items, research discrepancies, and document findings with clear explanations. All work is performed according to your firm's specific standards and preferences.
Senior reconciliation analysts review all work for accuracy, completeness, and compliance with professional standards. Discrepancies above your specified threshold are flagged for your attention.
Complete reconciliation packages delivered with supporting documentation, variance explanations, and recommended adjusting entries. All work is audit-ready and properly documented.
See how much your firm could save by outsourcing reconciliation work
These freed hours could generate $0 in additional advisory revenue annually
Schedule a free consultation to discuss your firm's specific needs