Accounting staff augmentation for in-house finance teams
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Add preparation capacity while your finance manager keeps daily direction, review and approval.
Actigy BPO provides accounting and finance staff augmentation through client-directed outstaffing. The provider employs the agreed operations roles; your manager assigns invoice, reconciliation and close-preparation work and reviews the output. You retain accounting policy, journal approval, payment release and financial-statement sign-off. A process audit and paid pilot test the workload and handoffs before wider delivery.
Client-directed work · Defined preparation roles · Retained financial approval
When accounting staffing fits
Use this model when your in-house finance team needs more capacity, not a new owner for the finance process. A remote accounting team still needs an available client manager and a clear review window.
- You have repeat preparation work, such as invoice checks, reconciliation schedules or close support.
- Your manager can assign tasks, answer policy questions and review completed work.
- You can define source access, deadlines, exceptions and the evidence needed to accept each output.
If you need a provider lead to run the books and close workflow, assess managed accounting outsourcing. This staffing scope is not tax-return preparation, statutory filing, an audit opinion or fractional CFO advice. It is also not recruitment-only or permanent placement.
Accounting preparation roles to scope
The task list and review standard define each role. These are preparation responsibilities to assess, not an advertised roster of available or credentialed accountants.
| Preparation role | Work to define in the scope | Client review and authority |
|---|---|---|
| Invoice preparation | Check required fields, match approved source records and prepare coding suggestions under your rules. | Resolve disputed treatment, approve invoices and release payment. |
| Reconciliation support | Match ledger and source balances; document reconciling items with evidence and an owner. | Approve corrections, write-offs and the final reconciliation. |
| Close support | Prepare schedules, draft journal support and the agreed close pack; flag missing inputs. | Set accounting policy, approve journals and sign off reported numbers. |
| Finance operations records | Maintain agreed evidence, status logs and handoffs so reviewers can trace completed work. | Set access, retention and acceptance rules; decide unresolved exceptions. |
A role title does not establish a CPA qualification or permission to make financial decisions. Verify the task and system skills needed for the actual scope. Your accountable reviewer remains in place.
Staff augmentation: who manages, checks and approves?
Actigy BPO uses the outstaffing model for client-directed operations roles. Provider employment does not transfer daily finance management or silently include a managed-service team lead.
| Responsibility | Actigy BPO | Your finance team |
|---|---|---|
| Employment and people arrangements | Employ the agreed roles; document onboarding, absence and replacement arrangements. | Define role requirements, working access and the manager responsible for daily direction. |
| Daily tasks and questions | Operators prepare assigned work and flag exceptions within the agreed role. | Set priorities, assign work and resolve questions about policy or treatment. |
| Quality and corrections | Carry out the preparation checks and corrections explicitly assigned in the scope. | Own output review, acceptance and the route for unresolved errors. |
| Financial decisions | Prepare evidence and draft outputs for review. | Retain journal approval, credit and write-off decisions, payment release and final sign-off. |
Agree who checks work during an absence, how review notes return to the preparer and which changes need approval. Do not assume immediate replacement or uninterrupted cover unless the written scope establishes it.
Test the close-calendar handoff in a paid pilot
Start the process audit with a task inventory and workload estimates. Do not send bank credentials or sensitive financial records through the inquiry form.
- Define the preparation workloadIdentify entities, account or invoice types, recurring volumes, systems and the work your team will retain.
- Set access and review windowsAgree cutoffs, client review time, approved source records and a named owner for questions.
- Write the acceptance checksSpecify required evidence, source-to-schedule checks, exception status and correction ownership.
- Run a bounded paid pilotTest the agreed tasks and handoffs with your manager reviewing the prepared output.
- Review the full workloadAssess accuracy, unresolved items, deadline readiness and the time your team spent supervising and reviewing.
- Agree whether to expandAdjust roles, hours and controls before adding work. A pilot is not an automatic commitment to wider delivery.
For reconciliation and close work, identify the entity, account, period, source, preparer, review owner, deadline and open items. A completed preparation task is not the same as an approved balance. See how the paid pilot works.
Related finance-process evidence
The published SaaS accounts-payable and close case describes invoice checks, reconciliations and close preparation with client payment approval. It used a managed Actigy BPO team, not staff augmentation. Its anonymized results are self-reported and are not a forecast for a client-directed staffing engagement.
Use the case to review the workflow and controls. Use your paid pilot to test whether preparation capacity works with your own manager, records and close calendar.
Price roles and actual working overlap
Actigy BPO quotes per full-time equivalent (FTE) by role after the process audit. Include your retained supervision and review cost when comparing staffing with managed delivery. Agree the start after task scope, access and review capacity are confirmed.
| Workload | Task mix, entities, recurring volume, close peaks and required system skills. |
|---|---|
| Review capacity | Named client manager, acceptance checks, correction process and review windows. |
| Delivery locations | Bulgaria, Romania, Poland and Ukraine. Ukraine is outside the EU; agree work locations and data-processing terms. |
| Working overlap | Full UK business day and US morning. Later shifts and deadline cover require explicit agreement. |
| Readiness | Access approvals, training, an agreed task list and availability of the client reviewer before the pilot starts. |
Restrict access to client-approved systems and roles. Separate preparation permissions from journal approval and payment release. Record retention, return of records and access removal at exit in the scope and data-processing terms.
Choose the finance owner that matches your need
| Your requirement | Relevant owner |
|---|---|
| Your manager assigns and reviews preparation work | This accounting and finance staff augmentation service. |
| A provider lead must run the books and close workflow | Accounting outsourcing. |
| One managed scope must connect AP, AR, payroll and close | Finance and accounting outsourcing. |
| Your CPA or accountancy firm needs white-label preparation | Offshore accounting for accounting firms. |
Accounting staff augmentation FAQ
What is accounting staff augmentation?
Accounting staff augmentation adds preparation capacity under your finance team's direction. Actigy BPO employs the agreed operations roles; your manager assigns daily work and reviews output. The scope can cover invoice preparation, reconciliation support and close preparation. It does not transfer accounting policy, approval or sign-off, and it is not recruitment-only placement.
How is staffing different from managed accounting outsourcing?
In Actigy BPO outstaffing, the client manages daily tasks and output review. A managed accounting scope assigns agreed delivery leadership and preparation quality controls to the provider. Choose by the management capacity you have, not just the number of people needed. Your organization retains financial approvals and final sign-off under either model.
Can the team approve journals or release payments?
No. Actigy BPO operators prepare the agreed records, schedules and draft support for client review. Your authorized staff approve journals, resolve policy questions, make credit or write-off decisions and release payments. Keep those permissions separate from preparation access. A completed workpaper does not authorize a posting or change to reported numbers.
Does a role include CPA, CFO or tax-filing services?
No credential or professional authority is implied by an accounting preparation role. This Actigy BPO staffing scope does not include fractional CFO advice, tax-return preparation, statutory filing or audit opinions. Define the actual task and system skills in the proposal. Your own qualified reviewers retain professional judgments and sign-off.
How do close deadlines and absence cover work?
Actigy BPO agrees shifts, cutoff times, review windows and people arrangements in the written scope. Identify who can answer questions or review work during an absence, and test the handoff in the paid pilot. Full UK-day and US-morning overlap is the baseline. Later shifts, replacement timing and deadline cover must be agreed, not assumed.
How is accounting staff augmentation priced?
Actigy BPO quotes per FTE by role after the process audit. The proposal reflects task mix, recurring volume, entities, system requirements and agreed hours. Compare the same preparation scope and include your retained management and review time. A process audit and paid pilot come before wider delivery. Rates and timing are confirmed in the written scope.
Scope an accounting staffing pilot
Bring the tasks and review plan
Describe the preparation work, approximate volume, systems, close deadlines and required hours. Name the client role that will assign and review the work.
The team reviews the workflow before proposing a written scope. You decide whether to start a paid pilot after reviewing it. Do not send financial records or credentials through this form.