We've answered the questions CPA firms and business owners ask most before engaging Finsmart, covering outsourcing, pricing, security, onboarding, white label, and the Accounting Seat Model.
CLIENT REVIEWS
Real results from accounting professionals who chose Finsmart.
"One of the things my internal team has appreciated is that the Finsmart team has always felt like a part of our team. They're included in our meetings, collaborate seamlessly, and bring efficiency and productivity that we truly value. Every interaction reflects commitment, respect, and partnership."
"Finsmart has been a great partner to our firm. Their team integrates seamlessly into our operations, and Manjiri, in particular, takes such good care of us—she's diligent, proactive, and truly feels like part of our team. I love working with Finsmart and recommend them wholeheartedly."
"Working with Finsmart felt like having a dedicated extension of my own team. Their communication was steady, their execution was thorough, and they handled a complex, three-year cleanup project with precision and professionalism. I felt confident every step of the way—they truly make you feel like you're in good hands."
"I was skeptical about offshore bookkeeping at first. What I didn't expect was how seamlessly Finsmart integrated with our workflow and how little training was required. We now have four dedicated Finsmart team members supporting our clients across restaurants, nonprofits, and small businesses—with accuracy and security standards I genuinely trust."
"Finsmart has noticeably improved the efficiency of our office. The onboarding was straightforward and communication has been clear throughout. Our team can now focus on delivering higher-value work to our clients, knowing the bookkeeping is handled consistently and professionally."
Featured Success Story
The CPA firm was dealing with two connected problems. Its workload was growing but internal capacity was limited. Most clients were on QuickBooks while the firm wanted to move them to Xero. Finsmart started hourly. After seeing the onboarding speed and output quality, the firm moved to a dedicated seat within 15 days.
The CPA firm needed more production capacity and a repeatable process to move clients from QuickBooks to Xero. Both problems were competing for the same limited team.
Finsmart brought experience across QuickBooks, Xero, and NetSuite. The engagement started hourly so the firm could see how onboarding worked and how quickly tasks were completed before committing to a dedicated seat. First client migrated from QuickBooks to Xero. SOPs approved and ready for the next transition.
Client Stories
"One of the things my internal team has appreciated is that the Finsmart team has always felt like a part of our team. They're included in our meetings, collaborate seamlessly, and bring efficiency and productivity that we truly value. Every interaction reflects commitment, respect, and partnership."
Elizabeth Bergen
Owner · CPA Firm, USA
"Finsmart has been a great partner to our firm. Their team integrates seamlessly into our operations, and Manjiri, in particular, takes such good care of us—she's diligent, proactive, and truly feels like part of our team. I love working with Finsmart and recommend them wholeheartedly."
Alicia Hoffman
CPA, USA
"Working with Finsmart felt like having a dedicated extension of my own team. Their communication was steady, their execution was thorough, and they handled a complex, three-year cleanup project with precision and professionalism. I felt confident every step of the way—they truly make you feel like you're in good hands."
Susan Cook
Owner · CPA Firm, USA
"I was skeptical about offshore bookkeeping at first. What I didn't expect was how seamlessly Finsmart integrated with our workflow and how little training was required. We now have four dedicated Finsmart team members supporting our clients across restaurants, nonprofits, and small businesses—with accuracy and security standards I genuinely trust."
Kellie Porter
Owner · Arrow Bookkeeping, USA
"Finsmart has noticeably improved the efficiency of our office. The onboarding was straightforward and communication has been clear throughout. Our team can now focus on delivering higher-value work to our clients, knowing the bookkeeping is handled consistently and professionally."
Kellie Work
Accounting Specialist · Collins & Ganley P.C., Pittsburgh PA, USA
Across hundreds of client engagements, these are the outcomes that appear again and again in our client reviews and annual surveys.
on month-end close
year over year
against our 7-day guarantee
within the first 12 months
VIDEO TESTIMONIALS
Brief video reviews from CPA firm owners and business leaders who share their Finsmart experience in their own words.
