Partner Overflow
Accounting practice overflow support.
Extra delivery capacity for accountants and small practices while the partner keeps the client, pricing and final sign-off.
What this service is
Extra delivery capacity for accountants and small practices while the partner keeps the client, pricing and final sign-off.
Who it is for
Accountants, bookkeepers and small practices that need extra delivery capacity.
What is included
- Bookkeeping processing
- Bank reconciliations
- CIPC admin support
- VAT schedule preparation
- Working-paper preparation
What is not included
- Taking over the client
- Direct client communication without permission
- Professional sign-off
Documents and inputs
- Practice details
- Support type
- Estimated volume
- Client communication rules
- Systems used
Process
- Confirm scope and confidentiality rules.
- Receive access or exports.
- Process assigned work.
- Return exception lists.
- Partner reviews and signs off.
Turnaround note
Turnaround is agreed per batch, block or project.
Pricing note
Overflow support is quoted by hour block, monthly block or project.
Government or statutory fees may be separate. Prices depend on document readiness and complexity.
Questions people ask
Who owns the client relationship?
The partner does. Mitrend Accounting supports delivery behind the scenes unless another arrangement is agreed in writing.