Daily
Keeping the Books Current
- Transaction entry and classification
- Invoice processing
- Vendor-account maintenance
- Customer billing and follow-up
Accounting and Finance Professionals Built Into Your Operating Rhythm
Add dedicated accounting and finance professionals who work inside your systems, follow your controls, and support the reporting cadence your organization already uses.
Roles Organized Around Your Ledger
Add dedicated accounting and finance professionals who work inside your systems, follow your controls, and support the reporting cadence your organization already uses.
- Staff accountants
- Bookkeepers
- Accounts-payable specialists
- Accounts-receivable specialists
- Billing specialists
- Payroll support
- Bank-reconciliation specialists
- Collections support
- Financial-reporting analysts
- Expense-management support
Work That Follows Your Close Calendar
Dedicated accounting professionals pick up the transactional and reporting cadence your team already runs on — daily entries, weekly reconciliations, and the month-end close.
Weekly
Staying Reconciled
- Bank and account reconciliations
- Payroll preparation support
Month-End
Closing the Books
- Month-end close support
- Financial-report preparation
- Variance reporting
- Documentation and audit support
Your organization retains approval authority, financial controls, banking authority, and final review. CF provides the recruiting, employment, infrastructure, and workforce support behind the dedicated team.
Where Dedicated Capacity Can Help
A staffing plan should start with the operating gap, not a generic list of roles. These are the conditions to map during discovery before CF confirms scope and recruiting requirements.
- Transaction volume is crowding out close, analysis, and higher-value finance work.
- AP, AR, reconciliations, payroll preparation, or reporting tasks have inconsistent ownership.
- The finance leader needs more capacity without giving up approvals, banking authority, or final review.
- Documentation, exception handling, and handoffs need a more repeatable operating cadence.
Define Ownership Before Recruiting
This is a Dedicated Team model: the client directs day-to-day work and retains business approvals. CF supplies and supports the employment and delivery layer within the agreed scope.
Your organization owns
- Accounting policies, chart-of-accounts rules, approval thresholds, and close calendar.
- Banking authority, payment release, journal approval, and final financial review.
- System access decisions, segregation-of-duties design, and escalation decisions.
CF owns
- Recruiting, employment, payroll, HR support, retention, and delivery infrastructure.
- Role onboarding support against the client-approved process and documentation.
- Workforce supervision, attendance visibility, and escalation through the agreed governance rhythm.
Systems, access, and documentation
The team can work in the client-approved accounting, ERP, expense, payroll, banking-support, document, ticketing, and communication tools required for the assigned workflow. System availability, licensing, permissions, and final authorization remain client responsibilities unless a written scope states otherwise.
Onboarding and Operating Controls
- 1
Map transaction types, owners, approval points, close dates, volumes, and exceptions.
- 2
Confirm roles and permissions so preparation, approval, release, and review remain appropriately separated.
- 3
Train against approved procedures, sample transactions, system rules, and escalation paths.
- 4
Run a controlled transition with review checkpoints before expanding volume or responsibility.
Approvals and segregation
Client approvers retain payment, banking, journal, and policy authority. Access should match the assigned task and never collapse preparation and final approval into one role.
Exception handling
Define which discrepancies can be corrected through procedure and which require finance-owner review, supporting documentation, or escalation.
Documentation
Use client-approved close checklists, account notes, evidence requirements, and version-controlled procedures so work can be reviewed and transferred.
Access review
Provision only the systems and permissions required for scope, with client-owned access approval, periodic review, and prompt removal when responsibilities change.
Make Performance Reviewable
- Agree on completion, accuracy, aging, exception, and close-readiness measures before launch.
- Use checklists and reviewer signoff for reconciliations, reporting packages, and other control-sensitive work.
- Report open items, blocked approvals, aging exceptions, rework, and dependencies at an agreed cadence.
- Review trends with the client finance owner and update procedures only through controlled approval.
Questions to Resolve Before Launch
Does CF approve payments or control client bank accounts?
Not by default. The client retains banking authority, approval rights, and final financial control. Any assigned access must be explicitly scoped, least-privileged, and approved by the client.
Can the team support month-end close?
A dedicated team can support approved preparation, reconciliation, documentation, schedules, and reporting tasks. The exact close activities, review levels, and final signoff remain defined by the client.
How are errors and missing documentation handled?
The launch plan defines validation checks, exception categories, evidence requirements, escalation owners, and the point at which the client must decide or approve.
Which accounting systems are supported?
System fit is confirmed during discovery. CF lists a platform publicly only when current capability and access requirements have been verified; the working scope identifies the approved tools and permissions.
Build Your Accounting and Finance Team
Bring the transactions, controls, and reporting cadence you need covered. CF will help turn that into a dedicated accounting and finance team with recruiting, onboarding, and support built in from day one.
Continue With the Operating Detail You Need
Review service ownership, delivery structure, security scope, and the people supporting the work.