The contractors your business manages
Bookkeepers & Accountants
Keep financial engagements clear from scope to monthly delivery.
Independent bookkeepers and accountants reconcile accounts, clean up financial records, and prepare recurring reports. Accounting firms may engage them for client work, while property managers need accurate rental income and expense records. Mezline helps manage the specialist’s engagement, deliverables, approved time, and contractor payment.
Talk to Sales
Define the entities, reporting period, deliverables, and reviewer before work starts.
Explore the servicesStart with the service you need
Different jobs need
different proof.
Give the contractor a brief that explains the work, then ask for the records your team needs to review the result.
Make the assignment useful
“Do the books” is not a complete engagement.
Name the accounts, period, expected reconciliation work, and reports the reviewer needs. For an accounting firm, identify the client engagement. For a property manager, identify the properties. That context makes it possible to review what the contractor delivered and explain the fee.
01Monthly bookkeeping
What the brief should specify
The business entities and month covered, accounting system, reconciliation responsibilities, required reports, and review date.
What to collect for review
A completion summary, report delivery references, unresolved items, and any submitted time.
02Cleanup and catch-up work
What the brief should specify
The date range, accounts affected, known discrepancies, permitted adjustments, and the agreed output for review.
What to collect for review
The cleanup summary, reconciliation status, unresolved questions, and references to the corrected reports.
03Property accounting support
What the brief should specify
The properties included, rental-income and expense scope, owner-report requirements, and reviewer responsible for exceptions.
What to collect for review
Property-level report delivery, reconciliation confirmation, outstanding items, and approved hours.
04Financial reporting
What the brief should specify
The reporting period, required statements or schedules, underlying accounting system, and responsibility for final review.
What to collect for review
The agreed financial report package or delivery reference, explanations of open items, and reviewer feedback.
Managing the contribution in Mezline
A clear brief.
A result you can verify.
Add the contractor to your subscription before onboarding. Review relevant accounting-system and industry experience. Collect the engagement agreement, confidentiality terms, tax documents, and professional credentials or insurance required for the services being contracted.
Illustrative assignment brief
Monthly bookkeeping for a property portfolio
- Entities and reporting period
- The included properties and entities, accounting month, approved accounting system, and manager responsible for questions.
- Scope and deliverables
- Reconcile the specified accounts, organize rental income and expenses, and deliver the agreed property reports by the review date.
- Terms and acceptance
- The agreed fee or hourly rate, responsibility for source records, permitted adjustments, and how the reviewer confirms completion.
The contractor's record
Keep the work visible.
The contractor works in the authorized accounting system and submits the agreed completion summary, report references, and time in Mezline. The engagement reviewer can request clarification with the original scope available.
When something changes
If statements are missing or a transaction needs the client’s decision, flag the unresolved item. Agree any change to scope, timing, or fee before treating additional cleanup as part of the monthly engagement.
Review the result
Accept the contribution.
Confirm that the agreed reports were delivered and reconciliation questions are resolved or explicitly recorded. The qualified reviewer checks the accounting work; Mezline retains the engagement and approval record.
Connect acceptance to payment
Explain the charge.
Mezline generates the contractor invoice from agreed terms and approved time and expenses. Review the charge against the accepted monthly contribution, then pay through Mezline and retain the payment history.
Professional and Enterprise include Assignment Management and AI Compliance Review. Enterprise adds reusable Client Sites and Assets records. Add the contractor to your subscription before onboarding or providing portal access. Tessa flags document issues against your requirements for staff review. Compare plans →
Where the services fit
See the business context.
Explore how organizations coordinate these specialists alongside the other contractors they manage.
Your contractor relationships. Connected.
Give recurring financial work a clear scope and payment record.
Optional Mezline Assurance adds Vendor of Record services, worker-classification protection, and applicable insurance for eligible contractor relationships.