Accounting support through CFP Solutions

Let Solutions manage your client accounting while you concentrate on the important stuff.

The property market’s recovery signs are really positive. Now’s the time to focus on making that recovery work for you, without the headache of dealing with admin like client accounting.

The benefits

All your client accounting needs sorted, from bank reconciliations to landlord payments
Predictable fees, allowing you to better plan your resources
More cost-effective than an in-house solution
24-7 access to a client accounting team with over 50 years’ combined experience
Three tiers of membership tailored to your business needs

What we offer

Services	Basic As often as agreed	Pro As often as agreed	Enterprise
Invoice raising	✓	✓	✓
Receipting all monies received in client account	✓	✓	✓
Posting all expenses from invoices received using work orders and attaching invoices to charge if required	✓	✓	✓
Charging fees as instructed	✓	✓	✓
Refunding deposits and archiving tenancies as instructed	✓	✓	✓
Processing of all landlord payments	✓	✓	✓
Processing all contractor payments	✓	✓	✓
Creation of agency fee reports	✓	✓	✓
Bank reconciliation	✓	✓	✓
Payment report email being BACS file	✓	✓	✓
New tenancy/deposit refund/renewal letters	✓	✓	✓
Address accounting queries via email direct with agent		✓	✓
Reconciliation of deposits against deposits schemes to accounting software		✓	✓
Advice of deposit transfers between bank accounts or government schemes		✓	✓
Provide government required Section 23 and NRL reports to client		✓	✓
Landlord annual period statements direct by email		✓	✓
Monthly audit of monies held within client account			✓
Add opening balances inc. payment groups if required			✓
Send arrears letters from software			✓
Register deposits within the client’s nominated government scheme			✓
Closing of insured scheme deposits after deposit refunded from bank account			✓
Address accounting queries via email direct with clients (landlords/tenants)			✓
Close obsolete works orders			✓