Logical, streamlined financial services
We support modern bookkeeping workflows in QuickBooks and Xero. From daily bookkeeping to high-level reporting, every service we provide is centered on one goal: simplify your financial world so you can focus on what you do best—running your business.
Bookkeeping & Accounting
- General Ledger Management
- Accounts Payable & Receivable
- Bank & Credit Card Reconciliations
- Expense Tracking and Categorization
- Custom Chart of Accounts Setup
Month-End Close Process
- Review and Reconciliation of All Accounts
- Adjusting Journal Entries
- Financial Statement Preparation (Balance Sheet, P&L, Cash Flow)
- Variance Analysis (Month-to-Month / Actual vs. Budget)
- Management Reporting Package
- Review Meeting & Insights Summary
Financial Reporting & Analysis
- Monthly / Quarterly / Annual Reports
- Budgeting & Forecasting
- Custom Dashboards
- KPI Tracking
Consulting & Advisory
- Financial Process Optimization
- Internal Controls Review
- Profitability and Cost Analysis
Advisory is strongest when your books are clean—so we often start with cleanup or a structured close process, then layer in KPIs and improvement recommendations.
FineLogix is not a CPA firm and does not provide tax, legal, or audit services. We provide bookkeeping and financial support services intended to help you maintain accurate records and improve visibility. For tax filing, legal advice, or assurance services, please consult your CPA, tax professional, or attorney. We are happy to collaborate with your existing professionals to support a smooth year-end and tax season.