Accounting
Accounting that keeps your business ahead
Strong financial management is the foundation of every successful business. At IntegriLytics, we provide accounting solutions that support businesses through every stage of growth, from establishing accurate financial systems to managing complex accounting needs. Whether you're launching a new company, maintaining day-to-day financial operations, or navigating specialized accounting challenges, our services are designed to deliver accuracy, compliance, and meaningful financial insight.
What we handle
Core accounting, end to end
01
New Company Accounting Setup
Launch your books the right way, from a tailored chart of accounts to trained staff.
Includes Creating a customized chart of accounts tailored to your business type and industry · Establishing accounting policies, procedures, and reporting structures · Setting up bank feeds, vendors, customers, products, and services · Configuring accounts payable and receivable workflows · Integrating accounting software with related applications such as POS or CRM systems · Preparing opening balances and reconciliations for all accounts · Creating customized financial reports and templates · Providing training and documentation for maintaining accurate records · Conducting a post-setup review to ensure everything is working smoothly
02
Accounting Clean-up
Untangle messy or behind books and get back to accurate, reliable numbers.
Includes Reviewing and correcting account classifications · Clearing duplicate or incorrect transactions · Adjusting balances to match source documentation · Conducting informal internal audits to verify financial statement accuracy · Providing forensic accounting support to trace errors or irregular activity, if needed
03
Full-Cycle Bookkeeping / Accounting
Everyday bookkeeping through period-end close, handled start to finish.
Includes Entering and reconciling daily transactions and maintaining the general ledger · Producing monthly, quarterly, and annual financial statements · Managing accounts payable and receivable, and closing books at period-end · Organizing project or product costs, tracking progress, billing, and job costing · Understanding costs, improving efficiency, setting prices, and forecasting projects · Managing business or trust assets, tracking disbursements, and supporting accountability · Creating separate accounts and reports for multiple projects or funds · Providing clear, easy-to-read statements and customized reports for better decisions · Tracking income, expenses, cash flow, and key performance metrics · Simplifying accounting systems and improving efficiency with technology
04
Software Integration & Training
The right accounting tools, set up to fit your workflows and taught to your team.
Includes Evaluating and recommending accounting software solutions · Migrating data from old systems or spreadsheets · Customizing the setup to match your company's workflows and reporting needs · Integrating accounting systems with payroll, POS, or CRM applications · Providing one-on-one or group training sessions for your team
05
Sales Tax Setup & Filing
Registered, calculated, and filed correctly in every state you sell in.
Includes Registering for sales tax accounts in one or multiple states · Setting up the correct tax rates in your accounting software · Tracking taxable versus non-taxable sales · Preparing and filing monthly, quarterly, and annual sales tax returns · Assisting with notices or resolving discrepancies from state agencies
06
Payroll & Payroll Tax Filing
On-time payroll and every state and federal filing that comes with it.
Includes Setting up payroll for employees in one or multiple states · Calculating wages, deductions, and benefits · Preparing and filing payroll tax reports at state and federal levels · Reconciling payroll accounts to ensure accuracy · Maintaining compliance with varying state payroll laws
07
Income Tax Preparation & Planning
Business returns, year-round planning, and representation when you need it.
Includes Business income tax return preparation · Tax research, planning, analysis, and consulting · IRS and state representation · Tax notice resolution · Litigation and expert witness support services
Going deeper
Specialized accounting
When your books need more than the basics, we bring the specialists. Complex, regulated, and multi-entity work, handled with the same care.
Cost Accounting
Job Costing · Project Accounting · Inventory Costing · Manufacturing Cost Accounting · Standard & Actual Costing · Work-in-Progress (WIP) Accounting · Overhead Allocation · Variance Analysis · Cost Analysis & Profitability Reporting
Fixed Asset Accounting
Fixed Asset Tracking · Asset Capitalization · Depreciation & Amortization · Asset Additions & Disposals · Fixed Asset Reconciliations · Asset Register Maintenance · Capital Expenditure (CapEx) Tracking · Fixed Asset Reporting
Non-Profit Accounting
Fund Accounting · Grant Accounting · Restricted & Unrestricted Fund Tracking · Donor & Board Financial Reporting · Program & Grant Budget Tracking · Form 990 Financial Support · Nonprofit Financial Statement Preparation
Trust Accounting
Fiduciary Accounting · Attorney Trust (IOLTA) Accounting · Escrow Account Management · Estate & Trust Accounting · Client Trust Reconciliations · Trust Compliance & Recordkeeping
Forensic Accounting
Fraud Detection & Investigation · Financial Analysis · Litigation Support · Expert Witness Support · Financial Record Reconstruction · Asset Tracing & Transaction Analysis
Internal Auditing
Internal Control Evaluations · Process & Workflow Reviews · Compliance Assessments · Risk Assessments · Policy & Procedure Reviews · Operational Audit Support · Audit Readiness & Documentation Support
Multi-Entity Accounting
Parent & Subsidiary Accounting · Intercompany Transactions · Consolidated Financial Reporting · Multi-Location Accounting · Holding Company Accounting · Entity-Level Financial Reporting
FAQ
Questions, answered
Do you work with my existing accounting software?+
Yes. We work in QuickBooks and most major cloud accounting platforms. If you are on spreadsheets or an older system, we migrate your data and set it up correctly so nothing gets lost in the move.
My books are behind. Can you catch them up?+
That is one of the most common things we do. We clean up months or years of backlog, correct miscategorized transactions, reconcile every account, and hand you accurate books you can actually rely on.
Do you handle taxes too, or just bookkeeping?+
Both. We keep your books clean all year and prepare and file your business returns, so the same team that knows your numbers is the one filing them. That means fewer surprises and better planning.
Can you work with a business in any state?+
Yes. We work with clients nationwide and handle multi-state sales tax and payroll filings. Most of our work is remote, with on-site support when it makes sense.
How do I know what my numbers are actually telling me?+
We do more than record transactions. You get clear monthly statements plus a plain-English read on what the numbers mean for pricing, spending, and your next decision.
Get Started
Ready? Let's Do This
Tell us where it hurts and we will show you where you can save time, money, or both. Free, no obligation.