More capacity starts with a better handoff.
Your firm should remain in control of the client relationship and the review standard. Our white-label support focuses on a defined bookkeeping and accounting workload, with clear responsibilities, access permissions and delivery checkpoints agreed with your team.
What we can take off your plate
- An agreed recurring bookkeeping or accounting support scope
- Client-level task ownership and document requirements
- Reconciliation and reporting work prepared for your review
- An exception log and a repeatable communication cadence
What a clear working rhythm looks like
We begin with a conversation about your business, current records and priorities. Next, we agree the scope, responsibilities and document workflow. Once access and records are available, we work through the agreed tasks, track questions and prepare the handoff for review. You can see the next step and the person responsible for it.
We work to your agreed review gates. Your firm decides what can be finalized, what needs additional evidence and how client questions are handled. Access and communication should follow your firm鈥檚 confidentiality obligations and client authorizations.
What we need to get started
- Your workpapers, review checklists and delivery requirements
- Client-level accounting access approved by the relevant parties
- A document-request process and escalation contact
- A pilot workload and the acceptance criteria your reviewers will use
Scope, review and expectations
Your firm retains its client relationships and professional review responsibilities. We agree client-facing authority, workpaper requirements and sign-off before starting. We work with businesses and CPA firms across the U.S., Canada and Australia. We agree the document workflow and review responsibilities with your team and designated local professionals.
A practical next step
Tell us what is working, what is behind and what you need to understand next. A free consultation helps us discuss the records available and whether our support is a fit. We agree timing and responsibilities after assessing the work.
Questions worth clearing up.
Can we start with one client?
A bounded pilot can help both teams confirm the process, reporting format and review requirements before expanding the workload.
Who communicates with our client?
Your firm and LIT Nexus agree that at onboarding. A white-label arrangement can keep communication with the client under your firm鈥檚 control.
Will our review process stay in place?
Yes. We define the handoff around your review standards and retain the checkpoints and approval responsibilities your team requires.