Partner Overflow
White-label bookkeeping support.
Behind-the-scenes bookkeeping processing for partners who need capacity while keeping client ownership and communication control.
What this service is
Behind-the-scenes bookkeeping processing for partners who need capacity while keeping client ownership and communication control.
Who it is for
Accountants, bookkeepers and small practices that need extra delivery capacity.
What is included
- Monthly processing support
- Catch-up projects
- Bank reconciliations
- Exception lists
- Partner-branded handover files
What is not included
- Taking over clients
- Direct client communication without permission
- Final sign-off
Documents and inputs
- System access or exports
- Partner workflow notes
- Client list or batch scope
- Communication rules
- Review checklist
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
Quoted by block, client batch or monthly processing volume.
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.