Authorized, Secure, and Scalable Offshore Solutions for Modern CPA Firms.
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Client Accounting Services (CAS) is the fastest-growing service line for many firms, but it is also the most operationally intensive. Scaling a CAS practice requires a standardized machine that can handle high-volume transaction processing with near-perfect accuracy. Fynex Global builds that machine for you.
We move bookkeeping from a low-margin compliance necessity to a high-margin advisory foundation. By outsourcing the daily and weekly grind of bank feeds, AP coding, and reconciliation, your onshore staff are freed up to function as true Controllers and CFOs for your clients.
We move bookkeeping from a low-margin compliance necessity to a high-margin advisory foundation. By outsourcing the daily and weekly grind of bank feeds, AP coding, and reconciliation, your onshore staff are freed up to function as true Controllers and CFOs for your clients.
Our bookkeeping cycle is disciplined and consistent. We log in daily or weekly, depending on the client tier, to clear bank feeds and code transactions. We maintain a strict "Ask My Accountant" query sheet for ambiguous items, ensuring we don't make assumptions that require rework.
Month-end close is our "Super Bowl." We have a structured checklist for every client: Bank Reconciliations, Credit Card Reconciliations, Prepaid Amortization, Accrual Adjustments, and Financial Statement generation. Our goal is to close the books within 3 business days of month-end.
For more advanced engagements, we handle full AP/AR management using tools like Bill.com. We prepare the payment runs for your review and manage the collections process, acting as a white-labeled member of your client's finance team.
Collaborate with your team in real-time, anytime.
60% Annual Savings immediately realized.
We live in the cloud. QuickBooks Online (QBO) and Xero are our primary ecosystems, but we are also proficient in NetSuite and Sage Intacct for mid-market clients. Our tech stack includes Dext (Receipt Bank) for OCR data capture and various reporting add-ons like Fathom or Jirav.
Efficiency is driven by our mastery of these tools. We use bank rules, recurring transactions, and bulk coding features to maximize speed. This technical proficiency allows one Fynex accountant to handle a volume of work that would typically require 1.5 to 2 onshore staff members.
Even in bookkeeping , compliance is key. We ensure that sales tax liability accounts are reconciled monthly and that 1099-eligible vendors are tracked throughout the year, preventing the January scramble.
Our data security protocols extend to all cloud access. We use LastPass Enterprise or similar tools to manage client credentials, ensuring that our staff never effectively "know" the passwords, reducing the risk of unauthorized access.
CAS is evolving into CAAS (Client Accounting & Advisory Services). The future is about insights. Fynex is training our teams not just to reconcile, but to analyze. We are introducing "Flash Reports"—weekly snapshots of cash flow and AP aging—that you can forward directly to your clients.
This proactive reporting loop positions your firm as an essential partner. With Fynex handling the engine room, you can focus on steering the ship.
No credit card required.
See what your peers are saying about Fynex Global.
"Month-end close used to take 10 days. With Fynex, it takes 3 days ."
"Bookkeeping is now a profit center for us, not a loss leader."
"Reliable, consistent, and always on time. Best CAS support we've found."