Our services
Finance, Accounting & Business Operations — Delivered Reliably
Finstra Solutions provides specialized finance, accounting, retirement administration, and back-office support to US businesses and professional services firms. We work as an extension of your team — providing the expertise, capacity, and attention to detail needed to keep your financial and administrative operations running smoothly.
Accounting & Bookkeeping
Reliable day-to-day accounting support, from transaction processing to month-end close.
- Full-cycle bookkeeping
- General ledger management
- Chart of Accounts review
- Accounts Payable & Accounts Receivable
- Bank & credit card reconciliations
- Balance sheet reconciliations
- Journal entries & accounting adjustments
- Accruals and prepaids
- Month-end & year-end close support
- Financial statement preparation
- Fixed asset accounting
- Intercompany accounting
- Cleanup & catch-up accounting
Retirement Plan Administration
Experienced support for the operational and administrative requirements of US retirement plans.
- 401(k) administration
- Participant & payroll data processing
- Contribution reconciliation
- Plan data reconciliation
- Eligibility & census review
- Distribution & loan processing support
- Form 5500 preparation & filing support
- Annual compliance support
- Retirement plan back-office operations
- Recordkeeping & administrative support
AP, AR & Payroll Support
Take recurring finance operations off your team's plate while maintaining accuracy and visibility.
- Invoice processing & coding
- Vendor management support
- Customer invoicing
- Cash application
- AR aging & collections support
- AP/AR reconciliation
- Payroll data processing
- Payroll-to-GL reconciliation
- Payroll journal entries
- 1099 processing & reporting support
- Contractor & employee data validation
Financial Reporting & Analysis
Turn financial data into accurate, useful information for better business decisions.
- Monthly financial reporting
- Profit & Loss & Balance Sheet reporting
- Cash flow reporting
- Account reconciliation
- Variance analysis
- Budget vs. actual analysis
- Financial data analysis
- Management reporting
- Supporting schedules & working papers
- Financial data validation
Accounting Cleanup & Catch-Up
Behind on your books? We help bring your accounting records back to an accurate, organized, and current state.
- Historical bookkeeping cleanup
- Bank & credit card reconciliation cleanup
- Balance sheet cleanup
- Suspense & clearing account review
- Duplicate transaction identification
- Incorrect classification review
- Missing transaction identification
- Open AP & AR cleanup
- Unreconciled account resolution
- Month-end close backlog
- CPA & audit preparation support
Business & Back-Office Operations
Flexible operational support that allows your internal team to focus on higher-value work.
- Recurring administrative processes
- Data management & validation
- Document & records management
- Operational reporting
- Workflow coordination
- Vendor & customer administration
- Process management
- Back-office task ownership
- Process documentation & SOPs
- Quality control & review
The Finstra difference
Why businesses choose us
Expertise Beyond Data Entry
We don't simply process transactions. We understand the underlying accounting and business processes, allowing us to identify inconsistencies, reconciliation differences, missing information, incorrect classifications, and potential process issues.
US-Focused Experience
With nearly 20 years of experience supporting US financial, accounting, retirement, and administrative processes, we understand the standards, workflows, and expectations of US businesses.
Accuracy You Can Rely On
Our approach emphasizes reconciliation, documentation, controls, review, and timely completion — because accuracy matters when you're working with financial and retirement data.
An Extension of Your Team
We integrate with your existing processes and systems, taking ownership of recurring work and providing additional capacity when you need it.
Flexible Engagements
Whether you need ongoing support, a dedicated resource, help during busy periods, or a one-time cleanup project, we can tailor our engagement to your needs.
Who we serve
Built for firms and businesses that need reliable support
Accounting & Bookkeeping Firms
Expand capacity without expanding your internal team.
CPA & Tax Firms
Reliable support for bookkeeping, reconciliations, reporting, and recurring accounting work.
Retirement Plan Administrators
Operational support for 401(k) administration, data processing, reconciliation, and Form 5500 activities.
Small & Mid-Sized Businesses
A flexible finance and back-office resource without the overhead of a full internal team.
Property Management & Service Businesses
Support for high-volume accounting, AP/AR, reconciliations, and operational processes.
Professional Services Firms
Dependable finance and administrative support that scales with your business.
Our technology & tools
We work with the platforms you already use
Accounting & ERP
QuickBooks · SAP · Tally
Microsoft & Data
Excel · Microsoft 365 · Outlook
Workflow & Practice Management
Karbon
Advanced Excel
Pivot Tables · XLOOKUP / VLOOKUP · SUMIF / SUMIFS · Data Validation · Reconciliation
What can we take off your plate?
Bookkeeping · AP · AR · Payroll · Reconciliations · 401(k) Administration · Form 5500 · 1099s · Month-End Close · Financial Reporting · Accounting Cleanup · Back-Office Operations