The Accounting Seat Model for CPA Firms

The Accounting Seat Model™ is how 300+ firms scale without hiring. A dedicated accounting professional who works in your tools, follows your workflow, and reports to you is live in 7 days. Published pricing.

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Since 2007 300+ Firms Trust Us 7-Day Onboarding Guarantee US · UK · Europe · UAE
300
Clients
100
CPA & Accounting Firms
200+
Team Members
9+
Years Client Retention
7+
Countries Served

Transparent Pricing

No Quote Needed. Here Is Exactly What It Costs.

Bookkeeping Seat

Dedicated bookkeeper managing your clients' day-to-day books - reconciliations, categorisation, payroll support - entirely under your firm's brand.

$20 /hr

or

$2,400 /mo — Dedicated Bookkeeper
  • Bank & credit card statement upload via secure app
  • Categorize bank & credit card feeds
  • Match deposits to invoices and records
  • Bank & credit card reconciliation
Schedule a Call →
MOST POPULAR

Sr. Accounting Seat

Dedicated Sr. Accountant working in your clients' books, delivering full accrual accounting and reporting under your firm's brand.

$25 /hr

or

$3,200 /mo — Dedicated Sr. Accountant
  • Bank & credit card statement upload via secure app
  • Categorize bank & credit card feeds
  • Match deposits to invoices and records
  • Bank & credit card reconciliation
  • Full-cycle accounting management
  • Month-end close & journal entries (depreciation, amortization, prepaid, accruals)
  • Sales tax reconciliation
  • 401(k) reconciliation
  • Revenue reconciliation
  • AR aging analysis
  • AP aging analysis
  • Financial reporting & compliance
  • Process optimization
Schedule a Call →

Reviewer Seat

A senior review layer for your firm's most complex engagements - independent sign-off before deliverables go out under your brand.

$30 /hr

or

$3,600 /mo — Dedicated Reviewer
  • Chart of accounts review (monthly)
  • Transaction & journal entry review
  • Balance sheet, AR, AP & payroll reconciliation (monthly)
  • Sales tax reconciliation
  • Financial statement review (monthly/quarterly/yearly)
  • Budget vs. actuals analysis
  • Management reporting
  • CPA workpapers for year-end review/audit
  • Year-end tax readiness
Schedule a Call →

Specialized Seats

Need Something this Tax Season?

Beyond core seats, Finsmart offers specialized seats for tax, cleanup projects, and workflow automation — all on the same transparent, no-contract model.

Tax Associate Seat

Full-time, dedicated Tax Preparer. Works in your tools. Reports to you.

$3200 /month
  • Input basic Form 1040 data from client-provided documents
  • Input Form 1120S (S-Corp) and Form 1065 (Partnership) using client-provided P&L and Balance Sheet
  • Prepare FinCEN Form 114 (FBAR) for foreign bank account reporting
  • Generate a missing documents list by comparing current-year records with prior-year returns
  • Provide daily progress updates and maintain accurate time tracking
  • Conduct basic quality checks for data accuracy
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Tax Senior Seat

Scale your tax department with skilled professionals who deliver accuracy, insight, and control.

$4500 /month

Project-based - no monthly minimum

  • Prepare detailed workpapers for individual and business tax returns
  • Individual & Estates: 1040, 1040NR, 1041, 706 (Estate)
  • Business Entities: 1120 (C-Corp), 1120S, 1065, 5471/5472 (Foreign Ownership)
  • Non-Profits: 990, 990EZ
  • Prepare book-to-tax adjustments (AJEs) for accurate tax reporting
  • Analyze tax returns, and identify discrepancies by comparing prior-year tax returns
  • Assist with estimated tax calculations
  • Direct client interaction for missing documents and/or clarifications (if required)
  • Initial review of tax returns prepared by others (if required)
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Tax Manager Seat

Lead with confidence. Ensure every return is reviewed, compliant, and ready to file.

$6000 /month
  • Deliver a ready-to-file tax return in compliance with laws and regulations
  • Perform detailed review of tax work papers and provision calculations completed by other associates
  • Conduct thorough tax research and provide recommendations to CPA (no direct deliverables or tax advisory to clients)
  • Provide ongoing coaching and mentoring to the tax team
  • Communicate with clients directly and provide a tax return walkthrough (if required)
  • Track project status, work assignment for team, client service opportunities, and other significant matters (as required)
Get Started

All seats are full-time, dedicated professionals. Prices in USD. UK, Europe and UAE pricing available on request.

Specialized Seats

Need Something More Specific?

Beyond core seats, Finsmart offers specialized seats for tax, cleanup projects, and workflow automation — all on the same transparent, no-contract model.

USA Tax Seat

Full-time, dedicated Tax Preparer. Works in your tools. Reports to you.

$3200 /month

or Tax Associate - scales to $4,500/mo Senior or $6,000/mo Manager

  • 1040, 1120, 1065 & state returns
  • Tax Associate, Senior & Manager tiers
  • Year-round tax advisory support
  • Works in Drake, ProConnect, UltraTax, Lacerte
  • 3-tier support team included
  • 7-day onboarding guarantee
Get Started

Cleanup Seat

US GAAP-trained accountant. Monthly close, financial statements, audit support.

$25 /hr

Project-based - no monthly minimum

  • Backlog reconciliation & catch-up
  • Miscategorised transaction correction
  • Months or years of messy books, handled
  • Pay only for hours worked
  • Transition to a dedicated seat anytime
  • 3-tier support team included
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Workflow Seat

Senior-level oversight. Manages your accounting team and close process.

$2,499 /month

4-week customization - or $5,000/mo with 8-week practice mgmt. setup

  • Workflow design & automation
  • Practice management software setup
  • Defined 4- or 8-week engagement window
  • Built around your existing tools
  • Team training included
  • 3-tier support team included
Get Started

All seats are full-time, dedicated professionals. Prices in USD. UK, Europe and UAE pricing available on request.

What Is the Seat Model?

Not a Vendor. Not a Platform. A Seat.

Most outsourcing providers give you access to a shared talent pool — someone juggling 8 other clients at the same time. The Accounting Seat Model™ is fundamentally different. You get a single, fully dedicated professional who:

  • Works only for you - 100% of their time on your tasks, not shared across clients.
  • Uses your software - QuickBooks, Xero, Sage, NetSuite, Bill.com, or whatever you run.
  • Follows your workflows - no adapting to our platform or learning our process.
  • Reports directly to you - you manage them like in-house staff, without the overhead.
How It Works

From Brief to Billing in 4 Steps

Your dedicated seat is matched, onboarded, and producing work. All of this happens within 7 business days.

Step 01

Define Your Seat

Tell us your tools, workflow, volume, and skill requirements. We map the exact profile needed — bookkeeper, accountant, tax preparer, or AP/AR specialist.

Step 02

Matched in 72 Hours

We present a pre-vetted professional from our trained talent pool — matched to your software stack, industry, and seniority level. You approve the match.

Step 03

7-Day Onboarding

Your seat gets access to your systems, email, Slack, and workflow tools. We handle the briefing, NDA signing, and integration — you just walk them through your process.

Step 04

Works Like In-House

Direct communication, your management style, your deadlines. The only difference from an in-house hire: no payroll taxes, no benefits overhead, no recruiting cost.

30-day replacement guarantee on every placement. No lock-in contracts.

Schedule a Free Consultation
Why The Seat Model Wins

Seat Model vs Everything Else

See how the Accounting Seat Model™ stacks up against the alternatives firms typically consider.

In-House Hire Traditional Outsourcing
Best Choice
Finsmart Seat Model™
Fully dedicated to your firm Yes Shared pool Yes — 100% dedicated
Works in your tools (no migration) Yes Their platform Yes — any platform
Onboarding speed 6–12 weeks 2–4 weeks 7 days
Transparent, published pricing Hidden (benefits, taxes) Quote-only Yes
No long-term contracts Permanent hire Annual contracts Yes
Pre-trained accounting specialist Depends on hire Varies by firm Yes
NDA signed by professional Yes Company-level only Standard
In-House Hire gives you your team
Outsourcing gives you output
Seat Model gives you dedicated professional
Learn About the Accounting Seat Model →

Explore Further

Need Something More Specific?

From white label bookkeeping for CPA firms to full accounting for SMBs and enterprises: explore our complete service catalogue.

White Label Accounting

Full-service accounting under your brand. Your clients never know we're here.

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White Label Bookkeeping

Accurate, timely bookkeeping delivered under your firm's name.

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Tax Preparation

US-trained tax preparers who handle individual, business and partnership returns.

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CFO Services

Strategic financial leadership: reporting, forecasting and advisory on demand.

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Accounting Cleanup

Inherited a messy set of books? We clean up backlogs and reconcile accounts fast.

Explore service →

Workflow Management

End-to-end workflow coordination so your firm delivers consistently, at scale.

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Bookkeeping

Clean monthly books, bank reconciliations and transaction categorisation.

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Accounting

Monthly close, financial statements and management reporting for your business.

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Accounts Payable

Invoice processing, vendor payments and AP ageing managed end-to-end.

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Accounts Receivable

Invoicing, collections follow-up and AR ageing reports to protect your cash flow.

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Financial Planning & Analysis

Budgets, forecasts and variance analysis that give you a clear view of where your business is heading.

Explore service →

CFO Support

Strategic financial oversight, reporting and forecasting on demand.

Explore service →

Pricing FAQs

Questions About Pricing

None whatsoever. There are zero setup fees, onboarding charges, or surprise invoices. The seat price you see is the exact amount you pay from Day 1. Our 7-day onboarding is included at no extra cost.
Yes. Finsmart operates month-to-month — no lock-in contracts, no cancellation penalties. Simply give 30 days’ notice and your seat is closed.
Every seat is backed by a Dedicated Account Manager, Engagement Manager, and Senior Accounting Advisor — all included at no extra cost. No extra fees for asking questions or escalating issues.
You can add as many seats as you need — each at the same published rate. Many firms start with one Bookkeeping Seat and add Sr. Accounting or Reviewer Seats as they scale.

Claim Your Accounting Seat Today

Book a 30-minute discovery call. We’ll define your seat requirements, show you matching professionals, and have you live in 7 days. No hard sell — just clarity.

Talk to an Expert View Seat Pricing
NDA on Day One
7-Day Onboarding Guarantee
300+ Firms Trust Us
No Lock-in Contracts