Your senior accountant gives two weeks' notice, and close starts in nine days. The replacement won't be ready this period. Their recs, accruals and schedules land on the controller, who already has a full close.
What Flux Runs Each Period
- The leaver's close tasks, from your checklist. Recs, accruals, prepaids, the fixed asset roll-forward, whatever was on their list.
- Workpapers in the same layout. So your auditor and your next hire find what they expect.
- Proposed journal entries with support. Ready for your review and posting.
- Close status tracker. Each task, where it stands, and what's waiting on someone else.
- Process notes. How each task was done this period, written down for whoever you hire.
What Your Team Keeps
- Reviewing and posting every entry.
- Estimates, write-offs and anything new this period.
- Hiring, and deciding when the new person takes tasks back.
What We Need From You
| Item | Detail |
|---|---|
| Close checklist | Whatever exists, even a rough list in a spreadsheet |
| Recent workpapers | The leaver's last two or three periods of recs, accrual schedules and prepaids |
| Period-end exports | Trial balance, GL detail, AP aging, bank and card statements |
| Handover notes | If the leaver wrote any before going |
| One contact | Someone who can answer questions during close |
| Time from you | About 2 hours in the first period to walk us through the checklist, then your usual review time |
What You Get Back
You get the leaver's part of the close, done in their workpaper format. We start with the free run on a period they already closed. That arrives within one business day of complete files. Compare our work to theirs line by line before we touch a live period. After that, we work to your close calendar.
What It Looks Like
Illustrative, with sample numbers, not a client engagement.
The departing senior accountant owned 13 tasks. That's nine bank and card recs, accruals for 30 vendors, prepaid amortization, the fixed asset roll-forward and the payroll liability rec. For the free run, Flux reworks their last full month from the same files. Our accrual schedule matches theirs on 28 of 30 vendors. The two gaps: a software renewal accrued at last year's price, and a contractor accrued twice. Both go to the controller to decide.
Common Questions
How quickly can you start?
With the free run on a closed period. Send the files and you see our version of the leaver's work within one business day of complete files. You decide from there.
What happens when we hire someone?
They inherit current workpapers and written process notes. Tasks move back to them on your timeline, one at a time or all at once.
Do you need access to our accounting system?
No. You send exports and statements under a mutual NDA. We use business-grade AI services that don't train on client data, and files are deleted within 90 days after the engagement ends.