More capacity for what really matters – with a finance partner you can trust with your clients’ affairs.
We help tax advisers and tax firms to entrust their clients’ day-to-day accounting tasks to professionals – without compromising on quality, without any friction, and with clear communication on an equal footing. Whether it’s relieving pressure during capacity bottlenecks, a structured client handover or a long-term partnership: we complement your firm where Finance-as-a-Service delivers more than traditional bookkeeping routines.
Who is this partnership for?
Which firms is this suitable for?
Tax advisers and firms that:
- wish to relieve the operational burden of client accounting or outsource it,
- are looking for a reliable partner in the event of capacity bottlenecks,
- wish to provide professional support to clients facing increasing complexity (payroll accounting, reporting, controlling),
- wish to sensibly expand their advisory services through Finance-as-a-Service,
- wish to rely on a partner who works discreetly, professionally and with a client-focused approach.
Typical challenges in law firms
A familiar challenge for many firms:
- Capacity constraints as client bases grow – particularly in day-to-day bookkeeping
- Clients who require more operational financial support than the firm is able or willing to provide
- Rising expectations regarding digital processes, real-time reporting and interim figures
- A desire to reduce the workload without losing clients to a competitor
- A lack of internal resources for payroll accounting, controlling or CFO-related matters
How the collaboration works
Model 1: Capacity expansion & workload reduction
We take on your clients’ bookkeeping and payroll tasks as an extension of your firm – quickly, accurately, and without the client feeling as though they are switching to a different provider.
- Ongoing financial accounting & account allocation
- Payroll processing and HR administration
- Preparation of documents for your annual accounts
Model 2: Joint client support
You remain the tax contact – we take care of the operational finance side. Clear separation of roles, close coordination, professional handover.
- Monthly closings & preparatory services
- Reporting and liquidity planning for your clients
- Regular handovers based on your workflow
Model 3: Client referral & referral partnership
You know clients who need Finance-as-a-Service – we take care of the implementation. Transparent collaboration, clearly defined responsibilities, no competition with your core business.
Why Hey Unkelbach Financial Services?
Not a competitor – but a complement
- We don’t provide tax advice. We take the operational burden off your shoulders.
Your clients remain your clients.
Technically sound & experienced in DATEV
- We work in a structured, digital manner, with a focus on the quality of the handover.
Reliable communication
- Clear processes, dedicated contacts, no loose ends.
Discretion & professionalism
- Your client relationships are a matter of trust for us.
Practical experience
- We understand SMEs, growth companies and investor portfolios – and deliver figures that are truly robust.
Ready to go
- No lengthy onboarding process, just pragmatic implementation.