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Our Certified QuickBooks Bookkeepers can help you manage your books with ease. Start your free 30-day bookkeeping trial with Finalytics today!
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True Full-Service Bookkeeping is a Click Away
See how Finalytics bookkeeping solutions compare to QuickBooks Live Bookkeeping.
Bookkeeping Solutions
Finalytics
QuickBooks Live Bookkeeping
Cash-Basis Accounting
Yes
Yes
Recording financial transactions based on the actual receipt and remittance of cash. *Hint: No customer invoicing or vendor bills.
Accrual-Basis Accounting
Yes
No
Recording financial transactions based on when revenue is earned and expenses are incurred with a delay in the actual exchange of cash.
Asset Management
Yes
Partial
Asset identification, tracking, and adjustments for depreciation, amortization, and depletion.
Inventory Management
Yes
Partial
Monitoring on-hand availability and replenishment (purchase orders) for order fulfillment (sales orders). Inventory location tracking at the warehouse, lot, and bin level. Inventory valuation and adjustments.
Sales & Receivable Management
Yes
No
Creating estimates, sales receipts, and invoices. Applying customer payments and credits against open invoices. Processing refunds and handling debt collections.
Expense & Payables Management
Yes
No
Recording expenses and bills. Applying vendor credits and scheduling payments for open bills.
Categorizing Transactions
Yes
Yes
Identifying and coding financial activities to their respective general ledger account.
Journalizing Payroll
Yes
Yes
Journalizing and reconciling payroll expense and liability accounts.
Sales Tax Adjustments
Yes
Yes
Journalizing adjustments due to rounding or credits for sales taxes.
Local Tax Compliance
Yes
No
Return preparation and filing of local taxes (ex. sales & use tax, alcohol tax, property taxes, fuel tax, etc.)
Budgeting & Forecasting
Yes
No
Cash flow monitoring and projection tools to identify periods of financial constraints for strategic planning to be implemented beforehand.
Estimated Income Taxes
Yes
No
Quarterly assessment of your year-to-date taxable income to remit estimated income taxes.
Standard Reporting
Yes
Partial
Standard financial statements include a Profit & Loss Statement (aka Income Statement), Balance Sheet, Statement of Cash Flows, A/R Aging, and A/P Aging.
Specialized Reporting
Yes
No
Industry-specific financial reports such as Project Profitability, Budget vs Actuals, Work in Progress (WIP), etc.
Our Services
Advisory That Goes Beyond the Numbers
Full Service Bookkeeping
Make strategic business decisions backed by real-time cash flow insights to help you achieve your financial goals.
Payroll & Benefits Management
Do right by your workforce with digital onboarding, timely direct deposits, time tracking, benefits management and more.
Tax Planning & Preparation
E-file your individual and business tax returns with confidence backed by our Audit Defense and money-back guarantee.
Notary Signing Agent Services
Get your loan documents notarized and more with bonded, insured, and background checked Notary Publics. *Excludes vital source records.
What to Expect
Transfer Your Bookkeeping in 3 Simple Steps
Partner with committed advisors dedicated to supporting your business growth.
Meet your lead advisor and get a quick walkthrough of our client portal.
Super busy? No worries, complete our self-onboarding questionnaire instead. We'll take it from there.
Sharing access to your books is simple, and we'll be there to guide you step-by-step. Then we'll get straight to work cleaning up year-to-date data and put our accuracy guarantee stamp on your financial reports.
Hooray! It's time for your advisory team to customize your financial reports and KPI dashboard. We'll do all the heavy lifting so you can get back to business.
All you have to do is schedule your monthly advisory call. You can always check your KPI dashboard between our meetings for daily updates.
Plans & Pricing
Bookkeeping for Every Phase of Your Business
Get accurate bookkeeping and advisory to help you generate consistent cash flow.
Give us a chance to prove why our clients love working with us. Sign up for a free 30-day trial.
Newsletter
Nurturing Growth, One Idea at a Time
Get industry updates, deadline reminders, and tips to grow your business by signing up for our email newsletter.
FAQs
You'll meet with a Finalytics advisor during your consultation to discuss your business goals, accounting challenges, and growing constraints.
Need help figuring out what you need? Take advantage of our complimentary books audit. Message us using our live chat before your meeting so we can share specific instructions on providing us with temporary read-only access to review your books.
We will work with any cloud-based or cloud-hosted accounting software of your choosing.
Our technology consultants can help you choose a solution that works best for you if you want to set up or migrate from an existing platform.
Every Finalytics advisor is, at minimum, a QuickBooks-certified bookkeeper. Advisors are assigned under a skills-based model to ensure you have a credentialed bookkeeper familiar with your industry's complexities.
Our executive management team consists of accountants with professional accounting experience ranging from 14 to 30+ years individually.
All bookkeeping services are performed in-house by a Finalytics employee based in the United States.
Your bookkeeping will never be outsourced to a third party or processed by an overseas agency.
We are dedicated to continuing to earn your business, so our accounting services are offered on a month-to-month basis.
You have complete flexibility to change or cancel your plan at any time. No cancellation fees, guaranteed.
Let's Chat
Contact Us
Have more questions? Connect with a certified bookkeeper today.
Live Chat
Weekdays 9 am - 9 pm ET Weekends 12 pm - 4 pm ET
Phone
(833) 828-0830 | (470) 470-7720 Weekdays 9 am - 5 pm ET
Accounting & Business Advisors
1372 Peachtree St NE, STE 202
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+1 (833) 828-0830
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