Accounting and Tax firms utilize their expertise and people to deliver compliance and tax strategies. With the very tight employment market, and increasing demands of clients Firms need a partner that can provide additional help.  

Therefore, these firms need assistance in terms of staffing to help them deliver for their clients.  This is why Process-Smart is here for you. 

Here at Process-Smart, we offer a full range of specialist financial expertise. Our services are tailored to meet the needs of financial experts who need value, pragmatic and actionable solutions to meet their present and future challenges.  

We offer our services to all firms across the length and breadth of the financial services sector with a special focus on:

  • Asset managers
  • Brokers
  • Fintech groups
  • Lending institutions

Services offered at Process-Smart

We have different teams of professionals, led by partners that provide a wide range of services, including:

  • Accounting 
  • Accounts Payable (A/P)
  • Bookkeeping
  • General Back Office

How we can help:


Being financial services business experts, we know what it takes to meet all the demands of your firm. We have teams of coordinated experts trained in various disciplines and led by specialist partners. Allow us to give you the very best that your firm deserves.  


Our experience in the financial business sector is vast. At the moment, our client list has over 200 financial services firms of different types. Therefore, you can trust that we will advise you based on current trends and the most relevant technical expertise available. We can guarantee quality and efficient solutions that will prove your doubts and give your firm value for money. 


We are not only problem solvers. Instead, our teams also help you figure out future professional challenges. Our services include an insight program that helps our clients find problems and creating solutions together with them.