Fractional / part-time support

Overview

Fractional / part-time support

A pool of hours each month for firms that need flexible capacity. Scale your practice without the hiring risk. Choose the engagement model that fits, from one part-time accountant to a fully managed team.

What’s included

• Hourly or block-of-hours billing
• Ideal for overflow work

How the engagement works

1. Discovery call. We discuss your requirement, volumes, systems, deadlines and any open notices or issues, and confirm whether fractional / part-time support is the right fit or whether related services are needed.
2. NDA and proposal. We sign a mutual NDA before any documents are shared, review a sample of your records, and send a written proposal with scope, deliverables, timelines and a fixed fee or monthly retainer.
3. Onboarding. We agree the secure channel for documents, set up access for the named team with multi-factor authentication, and record your checklists, templates and preferences in an engagement plan. Where you prefer, our team works entirely inside your own systems through your VPN or accountant access.
4. Execution. Your assigned professional performs the work against the agreed checklist, raising questions through a single query log so nothing is lost in email threads.
5. Independent review. A senior reviewer checks every deliverable against source documents and prior periods before it reaches you.
6. Delivery and follow-up. Deliverables are shared through the secure channel with a short covering note highlighting anything that needs your attention, upcoming deadlines and recommendations.

What we need from you

Access to your accounting, payroll or tax software (or exports from it), bank and card statements, supporting invoices and receipts, prior-period financial statements or returns, your checklists and templates, and a named contact for questions. For tax preparation support, confirmation that any taxpayer consent required in your jurisdiction has been obtained before data is shared.

Turnaround and communication

Timelines are agreed in writing for each engagement and tracked against statutory due dates. You have a named engagement manager, a single query log and regular status updates. Our working hours overlap with US, UK, GCC and Australian business days, and routine work is often completed overnight so that it is ready at the start of your day.

Confidentiality

Every engagement is governed by our Client Data Handling SOP and Information Security Controls: individual accounts with MFA, need-to-know access, secure channels only, independent review, and return or secure deletion of data at the end of the engagement.

Why clients choose FinEx

Common questions

How do I get started with fractional / part-time support?

Book a free consultation. We understand your requirement, sign an NDA if documents are involved, and send a written scope and fixed quote.

How is my data protected?

Access is limited to the assigned team, systems use multi-factor authentication, and documents are exchanged only through secure channels. See our Trust Center.

How are fees decided?

After reviewing your requirement we quote a fixed fee, a monthly retainer or a dedicated-staff fee, whichever suits the work.