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Professional Accounting and Bookkeeping Services for Growing Businesses

Keep your books accurate, your month-end close on schedule, and your reporting ready for the decisions in front of you. Analytix Solutions runs your accounting and bookkeeping with a managed team and flexible support that scales as the work does, so finance stops being the thing that slows you down.

  • Managed support that keeps books current, reconciled, and
    close-ready
  • Reporting your leadership can trust, not just tax-ready books
  • Capacity that scales up for busy periods and back down after

The Strategic Finance Layer

Most growing companies already cover the execution. The forward-looking work is what tends to be missing.

Monthly

Close you can plan around

Bank + Card

Reconciliations kept current

AP + AR

Tracked, not chased

3 Roles

One managed team

20+
Years in finance and accounting
5,000+
Clients served
150+
Accountants and CPAs on the team
10,000 +
Payroll hours processed weekly
96 %
Client retention rate
40 %
Lower operational overhead, on average
The Gap

From Basic Bookkeeping to Reliable Finance Operations

Professional accounting and bookkeeping services keep a growing business on top of the work that is easy to fall behind on: accurate records, current reconciliations, and monthly reporting that is ready when you need to make a call.

Most companies start with one bookkeeper or a single software subscription. That works at first. Then transactions, accounts, and people pile up, the books fall behind, the month-end close slips, and leadership stops trusting the numbers.

The Analytix Solutions team closes that gap. The team handles your day-to-day accounting and bookkeeping, keeps your financial data clean and current, and turns it into reporting you can act on. You can scale that support up or down, take it as a flexible engagement, or fold in dedicated resources when you need them. Either way, you get the discipline of a full finance function without building one in-house, and you keep complete control of review, approvals, and decisions.

Fit Check Is This Right for You?

A quick gut check before you book a call.

A strong fit if you

Are falling behind on the books or the monthly close
Are growing faster than your current setup can keep up with
Need numbers you can trust for decisions, not just at tax time

Less of a fit if you

Are very small with simple books that software handles well
Only need a one-time tax filing, not ongoing support
The Problem

When Basic Bookkeeping Starts Holding You Back

Growth rarely breaks the books all at once. It happens quietly, one late reconciliation and one delayed report at a time, until the finance function simply cannot keep pace with the business it is supposed to support. By the time the symptoms are obvious, the team is already behind.

If you recognize a few of these, the issue is not effort or talent on your side. It is capacity and process, and both are fixable. These are the signals owners, controllers, and finance leaders raise most often:

  • Reconciliations keep slipping, and cash visibility is never quite current.
  • The month-end close drags on, so reports arrive too late to act on.
  • AP and AR get harder to track as volume grows.
  • The owner or internal team is buried in manual accounting and bookkeeping work instead of focusing on higher-value deliverables.
  • Leadership cannot get trustworthy figures fast enough to decide.
  • The software is in place, but the numbers still are not reliable.

Left alone, these compound. Late books lead to late reporting, late reporting leads to decisions made on stale numbers, and stale numbers quietly cost you margin, cash flow visibility, and time you cannot get back

The Path Forward

How Analytix Takes You From Tasks to Finance Operations

You do not have to fix everything at once. Analytix Solutions meets your books where they are today and builds toward finance that supports real decisions, one stage at a time. Most businesses enter at the first or second stage and grow into the rest as the value compounds.

Clean Up

Wherever the books stand today, the first move is to make them trustworthy, so every stage that follows has a solid foundation.

Establish a Rhythm

Once the books are clean, catching up turns into keeping up, and the close starts landing on schedule instead of in a scramble. 

Manage the Workflow

As volume grows, the day-to-day stays under control, so nothing piles up between one month and the next.

Inform Decisions

With dependable books in place, the numbers start answering real questions, and you can scale into controller or CFO-level support for budgeting and forecasting when you are ready.

What’s Included

Full-Scope Accounting and Bookkeeping Services for Every Stage of the Financial Lifecycle

One team covers the full finance workflow, works inside the systems you already use, and follows your process, so nothing slips between the cracks. You can start with the pieces you need most and add the rest as you grow.

Bookkeeping & Ledger Management
  • Transaction coding, categorization, and record maintenance
  • General ledger upkeep and account organization
  • The software is in place, but the numbers still are not reliable.
Accounts Payable & Receivable
  • Vendor invoice processing and payment tracking
  • Customer invoicing support and collections visibility
  • Cleaner cash-in and cash-out workflows
Cleanup & Catch-Up Bookkeeping
  • Backlog cleanup and historical reconciliation
  • A clear path back to current, reliable books
  • Chart of accounts cleanup and documentation
Reconciliations
  • Bank and credit card reconciliations kept current
  • Discrepancy checks and balance validation
  • Customer and vendor account matchin
Month-End Close & Financial Reporting
  • Adjustments, review support, and a close checklist
  • Profit and loss, balance sheet, and cash flow statements
  • Management reporting leaders can act on
Accounting Systems Support
  • QuickBooks and Xero bookkeeping inside your existing setup
  • Payroll, bill pay, and document workflow coordination
  • Better flow of financial data between your tools
Sound Familiar?

Where This Works Best

Businesses come to Analytix Solutions from very different starting points. The common thread is simple: the books matter too much to leave to chance, and there is not enough internal capacity to keep them reliable. If any of these sound like your week, the team can step in and steady things.

Behind or Messy Books

You need cleanup, reconciliations, a chart of accounts fix, and a reliable monthly rhythm to get back on track.

Growing Transaction Volume

You are adding customers, vendors, employees, accounts, entities, or locations, and the bookkeeping is straining to keep up.

Leadership Needs Better Reporting

Owners, CEOs, COOs, controllers, and finance leads need reliable monthly numbers for decisions, not just tax-ready books.

No Controller in Place

Controller-level review brings oversight and reliable monthly reporting without the cost of a full-time hire.

Outgrown Basic Bookkeeping

Start with bookkeeping and accounting, then scale into CFO support for budgeting and forecasting as you grow.

Multiple Systems, No Clarity

Work with a team fluent in common platforms, so your reporting stays consistent across every tool.

Tax-Season Overflow

A dedicated team handles prep and reconciliations under your checklists, so reviewers focus on quality and no one works until midnight.

Post-Season Backlog

Catch-up and cleanup work gets the books current again before the next cycle starts.

Sudden Capacity Gap

When a senior person leaves, the team keeps delivery steady while you regroup and rehire.

How it Works

What the First 90 Days Look Like

The Path Forward shows where your finances are headed. This is how the engagement actually begins. Starting is low-risk by design: the early weeks are about understanding your books and stabilizing them, not disrupting how your business runs.

Heading

The Finance Assessment

A focused review of your financial position, reporting, planning gaps, and priorities. Analytix Solutions maps what exists, what is missing, and the right scope. You leave with a defined engagement plan, not a proposal that takes weeks to land.

First 30 Days

Setup and Integration

Your Engagement Leader, Controller, and Financial Analyst onboard into your systems under documented security controls. The baseline gets built, and the first deliverables, usually a 13-week cash forecast and an opening KPI dashboard, go live and get reviewed with leadership.

Day 30 and Beyond

Ongoing CFO Partnership

A monthly rhythm of cash reporting, planning updates, dashboards, and advisory runs on a set schedule. Bigger work, such as modeling, lender prep, and exit or M&A support, runs alongside as priorities shift. The intensity scales with the business.

Tools & Systems

Applications and Accounting Systems We Work With

The team works inside the tools you already use, across bookkeeping, payroll, bill payment, and document management,
so onboarding is faster and your data stays where it lives.

The Analytix Advantage

Why Growing Businesses Choose Analytix Solutions

Plenty of providers can record transactions. Fewer can run the accounting workflow with the discipline, security, and continuity a growing business depends on month after month. This is where Analytix Solutions stands apart.

Trusted by Clients and CPAs

Most new business comes through client and CPA referrals, and clients renew year after year, a track record that is hard to fake and harder to buy.

A Managed Team, Not a Solo Hire

You get process, quality review, continuity, and backup, so delivery never rides on one person having a good week or staying with the company.

The Full Finance Workflow 

Bookkeeping, reconciliations, AP and AR, close, and reporting under one roof, with controller and CFO-level support ready when you need it.

Built-In Security

Engagements run under ISO 27001:2022 and SOC 2 controls, with encrypted file sharing and controlled access to sensitive financial data.

Leaner Operations

Structured, automated workflows reduce the manual load and help clients lower operational overhead by an average of 40%.

You Stay in Control

The team works in your systems and adds execution and review. It never replaces your oversight or your ownership of the numbers.

How the Team Is Built

One Account, a Full Team Behind It

Hand your books to a single freelancer and the work stops the week they are out. Analytix Solutions runs every engagementthrough a managed team, so your accounting and bookkeeping keep moving no matter what,
and every set of numbers gets a second set of eyes before it reaches you.

ROLE 01:
Account Manager
Your main point of contact. Owns the relationship, sets the reporting cadence, keeps the work on schedule, and is the person you call when you have a question.
ROLE 02:
Senior Accountant and Reviewer
Dedicated or shared, based on scope. Reviews the books, signs off on reconciliations and the month-end close, and adds the layer of oversight a solo bookkeeper cannot give you.
ROLE 03:
Bookkeeping Team
Scales with your volume. Handles the day-to-day: transaction coding, reconciliations, AP and AR, and close prep, with more hands on call when volume spikes.

Each role is dedicated or shared based on the size and complexity of your books, so you get the right level of support
without paying for capacity you do not use.

Client Testimonials

What Clients Say

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Analytix currently assists our CPAs with the entire accounting process, from back-office accounting to the generation of client financial statements. Their team is extremely detail oriented, and acts as another level of review that complements our quality control process. Our productivity has increased dramatically, and we have achieved significant time savings channeled to enhanced tax and strategic planning for clients.

Mark McGaunn, CPA/PFS/CFP
Managing Member, McGaunn and Schwadron,
CPAs, LLC  

The level of professionalism at Analytix just blew me away. Their strong emphasis on data security, willingness to listen, and flexibility to quickly change and adapt was a game-changer for me. Analytix gave me a dedicated team of CPAs, CAs, and vetted financial professionals, along with the best tools to help us. The work stress is reduced greatly.

Mel Sams, CPA
Sams IV, CPA, PA — Clearwater, FL  
Trust and Security

Your Financial Data, Protected at Every Step

Financial data is sensitive, and trust is not negotiable. The team at Analytix Solutions builds security into how the work gets done, not as an afterthought. Engagements run under ISO 27001:2022 and SOC 2 controls, with encrypted file sharing, controlled access, and documented procedures on every account. Because the team works inside your existing platforms, your data stays in the systems you
already own and control.

ISO 27001:2022 Certified
SOC 2 Compliant
Encrypted File Sharing
Controlled Access   

Best Analytics Platform 2022

Tech Innovation Awards

2022

Compare Your Options

How Analytix Compares to Software, a Freelancer,
and Hiring In-House

Most growing businesses weigh four ways to handle accounting and bookkeeping: lean on software, hire a freelancer, build an in-house team, or bring in a professional partner. Here is how they stack up on the things that actually shape the decision.

What matters

Time to get started
Capacity and scaling
Coverage and continuity
Scope of work
Review and quality control
Systems and software fit
Data security
Cost model

Accounting software

Fast, but you do the work
Limited to your own effort
None; it is a tool
Records data only
None built in
One tool
Your own setup
Subscription, plus your time

A freelancer

Quick, varies by person
Capped at one person
Single point of failure
Usually bookkeeping only
Usually none
Whatever they know
Often informal
Hourly, unpredictable

An in-house hire

Weeks to months to recruit and train
Fixed headcount, hard to flex
Gaps when they are out
Depends on the hire
Depends on senior bandwidth
Whatever they know
Your own controls
Salary, benefits, overhead

Analytix

Structured onboarding, no recruiting cycle
Scales up and back with your needs
Team-based, with built-in backup
Bookkeeping, AP/AR, close, and reporting
Controller-level review available
QuickBooks, Xero, NetSuite, Sage, and more
ISO 27001:2022 and SOC 2
Predictable, scoped to the work
Industries We Serve

Built for AccountingFirms That Need More
Than Extra Hands

Anyone can offer capacity. The difference is whether that capacity improves quality, protects client relationships, and creates room for growth. That's where Analytix stands apart.

Real Estate

Property-level books, CAM reconciliations, and owner reporting add up fast across a portfolio. The team keeps each entity clean and reporting consistent, whether you run 5 properties or 50.

Restaurant & Hospitality

Daily sales, vendor invoices, and tip and payroll data move quickly in food service. Analytix keeps prime cost, multi-location profit and loss, and margins visible so you can run the numbers, not chase them.

Accounting Firms

When the books behind your client work pile up, Analytix adds capacity that follows your standards and your review process. You get white-label and overflow support sized to your firm, so your clients only ever see your brand.

Healthcare

Practices juggle insurance receivables, payroll, and records that have to stay audit-ready. The team keeps the books accurate and compliant while you focus on patients.

Professional Services

Project billing, retainers, and collections make revenue tricky to track. Analytix keeps AR current and reporting clear, so partners see profitability by clientand project.

Non-Profit

Fund accounting, grant tracking, and board reporting demand precision. The team keeps restricted and unrestricted funds clean and reporting ready for donors and audits.

There is no single way to bring in support. Match the model to where your books are right now, then change it as the business does.
A full-time-equivalent resource is one option here, not the default.

Ways to Work With Analytix Solutions

Ongoing Monthly Support

An ongoing engagement on a fixed monthly cadence, with predictable scope and predictable cost, so you are not managing the work week to week or watching the clock.  

Best for:
businesses that want their books handled reliably without owning
the day-to-day.

Cleanup and Catch-Up Projects

A one-time engagement with a clear start and finish, priced to the size of the backlog rather than locked into an open-ended retainer.  

Best for:
books that are behind and need to get current fast.

Seasonal and Overflow Support

On-demand capacity you turn up for the busy stretch and turn back down after, with no permanent headcount added to your payroll. 

Best for:
teams that hit predictable peaks and do not want to over-hire.

Dedicated or Embedded Resource

A full-time-equivalent resource who works as an extension of your team when the volume calls for it. This is one option among several here, not the default.   

Best for:
higher volume or complex books that need daily attention.

Analytix is purpose-built for property management companies, combining RE-trained specialists, a dedicated delivery team, and CFO-level advisory in one fully managed service. We do not just handle your books. We help you run a more profitable portfolio.

Common questions

Frequently Asked Questions

1.

What are professional accounting and bookkeeping services?

They are day-to-day accounting and bookkeeping functions, such as transaction processing, reconciliations, AP, AR, month-end close, and financial reporting, handled by a managed specialist team. With Analytix, you get accurate books and reliable reporting while keeping control of review and decisions.

2.

How are these different from accounting software alone?

Software organizes the data. Analytix Solutions makes the data reliable: reconciled, reviewed, closed on time, and turned into reporting you can act on. You get the full finance workflow and a team behind it, not just transaction categorization.

3.

Can Analytix Solutions help with catch-up or cleanup bookkeeping?

Yes. Cleanup and catch-up work, including backlog reconciliation and chart of accounts cleanup, is one of the most common starting points. The team gets your books current and documented before moving you into a steady monthly rhythm.

4.

Does Analytix Solutions support accounts payable and accounts receivable?

Yes. The team supports accounts payable, including vendor invoice processing and payment tracking, and accounts receivable, including customer invoicing support and collections visibility, so cash-in and cash-out stay current as you grow.

5.

What accounting software does Analytix Solutions work with?

Common platforms including QuickBooks, Xero, Sage, NetSuite, Bill.com, Gusto, Paychex, Paylocity, Hubdoc, ExpenseCloud, and Dear Inventory. The team works inside the systems you already use, so your data stays where it lives.

6.

How is pricing or scope determined?

Scope depends on transaction volume, the number of accounts or entities, any cleanup backlog, AP and AR complexity, your software stack, your reporting needs, and your close cadence. A short workflow review is the fastest way to scope the work and price it accurately.

7.

How does onboarding work?

It is phased: a workflow review, a cleanup and transition plan, secure access setup, then a steady monthly accounting rhythm. It is built not to disrupt your existing operations.

8.

Can Analytix work alongside our internal accountant or controller?

Yes. The team works inside your systems and process and acts as an added layer of execution and review, so your internal staff and leadership keep oversight and control.

Start With a Financial
Operations
Review

The team will review your bookkeeping workflow, reconciliation process, AP and AR pressure points, month-end close, and accounting systems, then show you exactly where Analytix can save time, improve accuracy, and create better financial visibility.

Book a Financial Operations Review

Not sure which level of support you need? Let’s assess the gap together.