Fintrity logo - Empowering your growth reliably
Fintrity
Empowering your growth reliably

Comprehensive accounting & audit solutions

From daily bookkeeping to audit fieldwork and year-end cleanups, Fintrity delivers end-to-end support that integrates with your US/Canada practice.

Core accounting services

  • Transaction processing & classification: 100% accurate posting across all accounts per US GAAP
  • AP/AR management: Vendor payments, collections, invoice matching with 2-3 day turnaround
  • Bank/credit card reconciliations: Monthly matching with variance analysis
  • Month-end close: Trial balances, accruals, deferrals ready for review

Audit & compliance support

  • Working paper prep: Sampling, tickmarks, roll-forwards per GAAS/PCAOB
  • Planning analytics: Risk assessment, materiality calculations
  • Financial statement drafts: Notes, disclosures aligned to US standards
  • Busy season scaling: +200% capacity during tax/audit peaks
Accounting & bookkeeping

Accounting & bookkeeping

Day-to-day bookkeeping, posting and classification of transactions, accounts payable and receivable management, bank and credit card reconciliations and monthly closes tailored to US & Canada reporting needs.

QuickBooks Online Xero Sage
Accountant reviewing year-end financial statements

Year-end cleanups

Clean-up and catch-up of prior-period books, correcting misclassifications, completing missing entries, reconciling ledgers and preparing accurate year-end financials ready for tax and audit engagements.

Clean-up Catch-up Tax-ready
Management reporting

Management reporting & analysis

Preparation of management reports, variance analysis and KPI dashboards that give partners and business owners clear visibility into performance and cash flow.

Custom KPIs US GAAP
Financial statements and audit review

Audit support

Planning analytics, sampling, working-paper preparation, test of details, roll-forward of prior year files and financial statement drafting support for external and internal audits.

Working papers US GAAP Busy-season support
Custom solutions

Custom back-office solutions

Bespoke combinations of accounting, audit and reporting workflows designed around your firm's tools, checklists and SLAs so you can scale without adding fixed overhead.

Process design SOPs Scalable teams
Financial analysis

Financial analysis & advisory support

Budget preparation, cash flow forecasting, profitability analysis and performance metrics to support your client advisory services and business development.

Cash flow forecasting Budgeting Profitability analysis