HOW IT WORKS

A smooth switch. A clear plan. No accounting chaos.

Changing accountants should not become another project for you to manage. Finsys uses a structured three-step process to understand your needs, define the scope and move you into an organized year-round accounting relationship.

Book a Free Consultation Contact Us for Fixed-Fee Plans

30-minute consultation

Proposal within 2 business days

Onboarding in 2–3 weeks

From first conversation to monthly clarity.

You will know what happens at each stage, what we need from you and what you can expect from Finsys. The process is designed to keep the transition straightforward.

ABOUT 30 MINUTES DISCOVER

Free consultation

We start by understanding your business, what is not working today and what you expect from your next CPA relationship. We can review your current accounting situation and determine whether Finsys is an appropriate fit.

Your priorities Current books Tax needs Service fit

WITHIN 2 BUSINESS DAYS DEFINE

Fixed-fee proposal

If we are a good fit, you receive a written proposal describing the services, responsibilities and fixed fee. You can review what is included before making a decision — with no surprise hourly billing.

Written scope Fixed fee Responsibilities Next steps

TYPICALLY 2–3 WEEKS TRANSITION

Guided onboarding

After acceptance, we collect records through the secure portal, coordinate the transition of accounting information, establish the monthly close process and schedule your first planning conversation.

Secured Storage of your records Swift Account setup Monthly close Planning calendar

A MANAGED TRANSITION

You keep running the business. We organize the accounting transition.

The onboarding process is structured to reduce back-and-forth and establish clear expectations for the ongoing relationship.

Clear Document Request Know what records are needed and where to provide them.

Secure Portal Use a dedicated and Secure process for exchanging accounting information.

Defined Monthly Close Establish a repeatable schedule for ongoing bookkeeping and reporting.

Planning Calendar Set expectations for reviews and year-round financial conversations.

START WITH A CONVERSATION

Your first step is a 30-minute conversation.

Tell us what is not working today and what you want from your next CPA relationship.

Book My Consultation →