Reviewed by Julio Cañas ·
Clean books, every month
Strategic Accounting
The instrument panel. Visibility and control over everything happening in your business.
Monthly bookkeeping and strategic accounting in one system you can actually read, powered by FintelEdge™, so you stay in command of your numbers all year, not just at tax time.
Our clients
Some of the businesses that already trust us
Who it's for
For US service businesses doing $250K+ a year that want real control over their numbers, without hiring a full finance team.
Most owners don't have a numbers problem, they have a visibility problem. The money moves, but they can't say what last month's actual profit was. Strategic accounting fixes that. It keeps your bookkeeping current every month and turns it into a read on the real health of your business, so you stop deciding from your bank balance.
- Your books are behind, messy or only touched at tax time.
- You need a real monthly close, not a year-end scramble.
- You decide from your bank balance, not from real numbers.
- Your business and personal finances run out of the same account.
- The business is growing, and so is the disorder behind it.
- You can't tell which services or clients are actually profitable.
What changes for you
Real monthly visibility
A real monthly close you can read, not a spreadsheet nobody opens. You see what came in, what went out and what's left, every month, so the picture is current when you need to decide.
Control instead of guesswork
Clean bookkeeping plus clear reports turn your accounting into a decision tool, not a tax-time chore. You catch errors early, separate business from personal, and decide on real numbers instead of gut feel.
Enterprise standard, accessible
FintelEdge™ brings the kind of analysis a $3MM company gets to a business starting at $250K, at a fraction of the cost of an in-house team. Senior-level reads, delivered monthly.
One team, in your language
More than bookkeepers, a finance team you can talk to in English or Spanish. We explain the numbers in plain language, answer questions and flag what needs attention before it becomes a problem.
What's included
Everything you need to keep your bookkeeping current and turn it into a monthly read on your business:
- QuickBooks Online setup and a custom chart of accounts.
- Monthly transaction recording and bank reconciliation.
- Payroll (Gusto).
- A real monthly close, with your P&L and balance sheet.
- Financial reports and a C-Level executive report powered by FintelEdge™.
- Inconsistency alerts and accounts receivable and payable tracking (by scope).
- Semiannual tax review meeting.
- Dedicated WhatsApp line with your team, plus unlimited questions by email.
Our method
FintelEdge™
FintelEdge™ is our proprietary strategic accounting platform. It runs the analysis that normally eats a senior analyst's hours and turns it into a C-Level report, the kind of financial read usually reserved for companies with a full finance team. Your bookkeeping stops being a record of what happened and becomes a monthly instrument panel for what's next.
Automated analysis
The heavy analytical work runs in the background, every month, so nothing piles up until tax time. Your books stay current instead of getting rebuilt every April.
C-Level report
Your numbers come back as clear signals to act on, not a spreadsheet you have to decode. Margins, trends and what needs attention, in plain language.
AI augmented
Technology amplifies the team, it doesn't replace it. You get senior-level analysis delivered with human judgment, and a person who knows your business behind every report.
How it works
Three steps to clean, current books
Talk to us
We review where your bookkeeping stands today and map what your business needs. No obligation.
We set up your monthly close
We clean up and reconcile your books, set up QuickBooks the right way and put a real monthly close in place, powered by FintelEdge™.
You decide with clarity
Every month you get a C-Level report you can read in minutes, plus a team on WhatsApp for the questions in between.
Not sure this is the right move for your business?Start with a conversation.
FAQ
Questions owners ask
Not sure if this is your level?
Start with a conversation. We'll tell you exactly where your business stands and which door fits.
Service investmentStarting at $1,000/mo
No obligation. We'll tell you exactly where your business stands.