Bound the backlog
Confirm the entity, periods, source inventory, required output, exclusions, and review owner.
Cleanup and catch-up
Turn a bounded backlog into reviewable periods.
Fintant organizes a defined accounting backlog by entity and period, makes source gaps and assumptions visible, and returns versioned outputs for accounting-firm review.
When this solution fits
Start with a defined review problem.
- Historical periods need structured preparation before a reviewer can assess them.
- The firm can define the entity, accounts, periods, and expected output.
- Records are incomplete or inconsistent and need an explicit coverage map.
- Scope changes can be approved rather than absorbed informally.
What your firm defines
Inputs and review boundary
- Defined entity, accounts, and cleanup periods
- Available statements, ledgers, documents, and prior workpapers
- Firm-approved accounting policies and output format
- Known gaps, deadlines, dependencies, and named reviewer
What your reviewer receives
Prepared output and exceptions
- Received and missing-record coverage map
- Period-specific prepared accounting schedules
- Documented assumptions and unresolved exceptions
- Scope and revision history
- Versioned outputs prepared for firm review
Controlled workflow
Preparation moves through four accountable stages.
Scope, evidence, preparation, QA, and the firm's decision remain explicit throughout the engagement.
Map coverage
Separate received, missing, conflicting, and unusable records instead of treating the backlog as one undifferentiated task.
Prepare by period
Complete the agreed production work and document assumptions and exceptions against the applicable period.
Return controlled versions
Provide review-ready outputs by period and create a revised version when approved scope or evidence changes.
Control boundary
Preparation is not final approval.
Fintant does not silently expand scope, invent missing material values, approve cleanup conclusions, or erase prior versions.
Fintant prepares the agreed work and completes separate internal QA. Your accounting firm retains professional judgment, final approval, the client relationship, and external communication.
Questions before delegating
What firms usually clarify first
Does cleanup have to cover the entire backlog?
No. A stronger first engagement usually starts with one entity and a bounded set of periods and outputs.
What if additional periods or accounts appear during preparation?
They are treated as a scope exception. Additional work requires an explicit revision and acceptance.
How are unresolved gaps returned?
They remain visible by period with the affected output and required firm decision identified.
First workflow
Scope my first workflow Start with one bounded scope and one named reviewer.
The initial assessment requires workflow details only, not client files or sensitive financial values.