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Accountix, Inc.
Accountix, Inc. logo

Accountix, Inc.

From basic bookkeeping to CFO duties, we simplify the BS of business to advise and empower great decisions. People, processes, and powerful technology: we find the sweet spot that best serves you and your business. We’re here to make things easy by streamlining processes to improve efficiency, workflow, and—inevitably—happiness. Taking care of business means putting together the right team, apps, and procedures to maximize performance and set new goals for your business.Imagine the best finance team you've ever had on their absolute best day. That's the level of excellence we bring every day. We pride ourselves in being the best team of approachable accountants you’ve ever worked with. Why? Because we help you understand the story your numbers are trying to tell you. At Accountix you aren’t limited to a single person’s knowledge or shortcomings; with us, you get an entire accounting department that is obsessed with finding simple, efficient, and strategic ways to streamline your numbers. Our Proven Process focuses on technology and integrating cloud-based tools to help us identify cost-saving opportunities, come up with comprehensive insights on what’s not working within your business, and strategically implement the steps needed to help take your business to the next level. Want a little more support than just bookkeeping? Whatever your business target, our Advisory and CFO-level packages are curated to fit your business needs. We recognize every business is different, and our experienced team is ready to respond with unparalleled support… and this is where we excel… by working with our clients so that we can use their numbers to support better and faster business decisions. Whether you need to scale up, down, or around we help execute your overall financial management and strategy so that you can achieve your financial dreams.
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Lucid Financials
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Lucid Financials

We are a virtual CFO services company which specializes in providing exceptional clarity and expertise to service-based companies. Our mission is to empower businesses with the financial knowledge and insights they need to make informed decisions and achieve sustainable growth.We believe in clarity and simplicity. We demystify complex financial concepts into transparent and understandable reporting to run your business.We go beyond numbers, taking the time to understand the intricacies of your business, its goals, and its challenges. This allows us to provide personalized solutions that align with your unique needs.Here are a few of our strengthsJob Cost. Gain visibility into the profitability of individual projects or jobs, allowing you to optimize resource allocation and analyze even the granular details.Commissions. Streamline commission models and calculations, to create employee confidence, and their future performance.Budgeting. Track your actual financial performance against your budgeted and forecasted targets, enabling proactive decision-making and course corrections.Cash Projections. Plan and manage your cash flow effectively, ensuring you have the necessary funds to support your operations and growth initiatives.Profitability Endpoints. Identify and analyze the key drivers of your profitability, including those hidden costs which affect your bottom line.Auditing. Comprehensive review of your books and financial records to identify potential areas for improvement and ensure accuracy, and compliance.
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Partner
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JB Advisory Group, LLC
JB Advisory Group, LLC logo

JB Advisory Group, LLC

JB Advisory Group, LLC is a team of financial professionals who create prosperity.Our mission is to provide accurate and timely financially driven information and insights which stabilize, strengthen, and refine business processes while maintaining efficiencies, security, and compliance.We generate business growth and personal fulfillment thus providing peace of mind for your business, so you can do what you love.We help with all the financial aspects of running your business. From bookkeeping & payroll to custom growth strategies, JB Advisory Group is here for you. JB Advisory’s team members possess decades of combined experience in accounting and financial services, as well as a high level of expertise in business advisory services and tax services. We are dedicated to helping you solve problems, make more money, and succeed in your business, together.PRACTICE EXPERTISEJuliebeth Malone is the owner and founder, holds an accounting degree, and is a QuickBooks Elite ProAdvisor with 20 years of experience in QuickBooks Desktop, QuickBooks Online, Xero, and others. Currently we work with over 160 clients in many industries.Of the 7 service providers on Team – 5 members have accounting degrees, 1 is a CPA, and all are QuickBooks Online Advanced Certified ProAdvisor's.We have 85 years of accounting experience.We leverage cutting-edge technologies to provide our clients with modern, timely, and secure access.We interpret financials to provide clients actionable management insight and advice. CLIENT EXPERIENCEA dedicated Account Manager (AM) with monthly meetings.Clear pricing with preauthorized ACH. No billing surprises.Secure Document storage, Exchange, and Digital signing and ask questions.Easily schedule time with your AM.We securely store logins to banks, credit cards, software, and can lock out access.Discounts on QuickBooks Online and other essential subscriptions.Seamless service: If your AM is away, we still deliver. DELIVERABLESMonthly Work and Financials including:Bank, credit card, and loan account transaction coding and reconciliationBalance Sheet, PNL, GL, Cash Flow, Categorization sheetYear End;1099 Prep and Tax Return Backup documents to your CPA including:Account ReconciliationsVerification of payroll liabilities, taxes, and wagesDepreciable asset ListCapitalization table-investor amounts by date with payoutsSales and Employee reports by stateFor Bookkeeping Plus and Advisory clients – we provide deeper financial reporting and advice.
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