Expect More From Your Accountant
We Reside At the Intersection of Financial Analysis & Accounting
Specializing in GAAP compliant bookkeeping and controller/CFO level analysis for small to mid-size businesses.
Try Us Out For Free! Get 2 Months of Service on the House.
Accounting or basic analysis service only.
Services
We work with clients all over the United States providing virtual or remote accounting and analytical services.
Bookkeeping
- Accounts Payable
- Accounts Receivable
- Expense Reports
- Sales and Expense Coding
- Fixed Assets Management
- Accrual Entries
- Journal Entries
- Account Reconciliations
- Month End Closing
- Financial Statement Generation
- Payroll
- Sales & Use Tax
Review & Cleanup
If your people do the bookkeeping, we can review for accuracy and GAAP compliance, make adjusting entries where necessary, and provide you with clean financial statements.
Financial Analysis
- Forecasting
- Budgeting
- Variance Analysis
- Expense Analysis
- Cash Flow Analysis
- P&L and Balance Sheet Analysis
- Trend Analysis
- Project/Job Profitability
- Regional Performance
- Cost & Profit Center Performance
- Summarized Report With Visualizations
- Key Insights & Recommendations
- KPI Dashboard
- Company Valuation (for selling or buying side)
Data Analysis
Visualization Reports or Dashboards for metrics related to:
- Sales
- Customer Service
- Marketing
- Supply Chain
- Inventory & Warehousing
- Human Resources
- Administration or Management
- Target/Goal Tracking
What makes Us Different
We strive for completeness, accuracy, and GAAP compliance. That means we ask lots of questions, in order to understand the business and its different transactions, and we try to collect all the necessary data so that we can give our clients clean financial statements. Our goal is to provide high value services above and beyond just bookkeeping. Analysis and visual reports accompany all the bookkeeping work we do, no matter how small the company.
Companies that find our services valuable are heavily involved in tracking and understanding their financials. They don’t mind answering questions and appreciate our responsiveness to theirs. They tend to be looking for ways to grow, control expenses, or improve their position. Many plan for the future through the use of forecasts and pro forma financial statements. Some have their own accountants or bookkeepers in house but need analysts to help them make sense of the numbers, explain variances, spot trends and problem areas, track key performance indicators, and provide insights and recommendations. Some need help tracking metrics for other functional areas, such as sales, marketing, customer service, and inventory management.
We are financial and data analysts first and foremost. We just happen to be excellent accountants as well.
What people are saying
Client Testimonials
They filled a need that my existing bookkeeping staff couldn’t provide. Their reports and forecasts have been top notch. I have better visibility on my projects now and I’m able to plan better too.
Scott Hollinger
Hollinger Construction
We struggled keeping up with our books on our own. And had a bad experience with a CPA firm that did shoddy work and charged us way too much for it. And they never provided any kind of analysis. Couldn’t be happier with the service at accountalytix. Wish they did income taxes too!
Brenda Dawson
JNB Ventures – Ecommerce
What a game changer! I’m a visual person who likes concise, quick to digest info. I’m given a performance summary each month with charts and notes that I love! This is the only service I’ve ever used where the owner works directly with clients. He also doesn’t mind answering all of my questions, which was a lot in the beginning!