Accounts Reconciliations & Cleanups
Don’t ignore the red flags in your books, trust us to fix them and reflect the real story of your business with full-spectrum reconciliations & cleanups.
- Reconciliation of accounts
- Bank Reconciliations
- Intercompany Reconciliations
- Correction of misclassifications
- Adjusting entries for accuracy
- Resolving unreconciled balances
- Process optimization for efficiency
- Staff training to maintain accurate, consistent workflows
Accounting - Bookkeeping & Reporting
Stay compliant and transparent with accurate records and reports that give you real-time visibility into your financial health.
- Accurate Bookkeeping
- Period-end financial reporting
- Accruals and prepayments management
- General ledger maintenance
- Compliance with applicable accounting standards
- Custom financial reports tailored to your business needs
- Multi-entity or multi-location financial reporting
Internal Controls Review
Identify control gaps, strengthen your processes, and safeguard your finances with robust internal controls designed to keep your operations secure and audit-ready.
- Comprehensive assessment of current internal control environment
- Identification of risk-prone areas and control weaknesses
- Design and implementation of practical, scalable control procedures
- Testing the effectiveness of existing and newly implemented controls
- Approval and authorization policy setup
- Continuous monitoring support and internal control health checks
Accounts Payable & Receivable Management
Streamline your payables and receivables to improve cash flow, reduce delays, and keep your business running smoothly.
- Vendor invoice processing
- Payment scheduling and tracking
- Monthly AP/AR reconciliations for accurate reporting
- Customer invoicing and billing
- Cash application and receipt recording
- Receipts tracking
- Support in resolving vendor and customer disputes
- AP/AR aging reports with actionable insights
Budgeting, Forecasting & Variance Analysis
Take control of your business with tight budgetary controls and structured financial projections. Eliminate guesswork with data-driven forecasts to maximize profitability and drive sustainable growth.
- Tailored budget development aligned with your business operations
- Review and refinement of budgets to adapt to changing business conditions
- Detailed variance analysis to track performance against targets
- Variance trend tracking to identify recurring issues
- Multi-scenario budgeting for best, base, and worst-case planning
- Revenue and expense forecasting based on historical trends and seasonality
- Rolling financial forecasts to stay ahead of market changes
- Support in setting financial targets and tracking progress
Financial Planning & Analysis (FP&A)
Convert data into strategy through sharp insights, planning, and forward-looking decision support, empowering you to make smarter, faster, and more confident business moves.
- Comprehensive reports to provide clarity on financial health.
- Scenario planning and what-if analysis for informed decision-making
- Cash flow planning and cost optimization strategies
- Trend analysis to identify risks and opportunities
- Profitability and cost analysis by product, service line, or channel
- Break-even analysis to support pricing and investment decisions
- Real-time KPI tracking with actionable visual insights
- Performance benchmarking for improved results
SOPs Development - Process Improvement
Create clear, customized SOPs that bring consistency, control, and confidence to your daily operations.
- Development of tailored Standard Operating Procedures aligned with your workflows
- Process mapping to identify inefficiencies and streamline tasks
- Internal control integration to minimize risk and ensure compliance
- Training support to ensure team adoption and process adherence
- Support during system transitions or onboarding of new staff
- Periodic reviews and updates for relevance
Financial Modeling
Evaluate opportunities, plan strategically, and make data-driven decisions with robust financial models tailored to your business. Our financial modeling services help you visualize potential outcomes, assess risks, and guide critical business choices with confidence.
- 3-Statement Models (P&L, Balance Sheet, Cash Flow)
- Dynamic cash flow models to anticipate liquidity needs
- Valuation Models (DCF, Comparable Company, etc.)
- Scenario-based models to evaluate decisions under multiple economic conditions
- Investment appraisal, including ROI, NPV, and IRR analysis
- Acquisition and merger modeling for multi-entity businesses
- Stress testing and sensitivity analysis to plan for uncertainty
How We Work
Understand. Collaborate. Deliver Value.
At Finxakta, we start every project by understanding your unique business needs, your numbers, your pain points and your goals. From there, we work side by side with you, keeping communication clear and decisions data-driven. No fluff, no confusion. Just smart solutions, fast turnarounds and results you can measure.
01
Discovery & Needs Assessment
We begin by understanding your business, financial structure, and pain points to identify exactly where you need support.
02
Strategic Planning
We design customized accounting solutions tailored to your goals and operations, ensuring clarity, control, and long-term value.
03
Execution & Delivery
We clean up your books and streamline processes to keep your numbers accurate and up to date. We get it done fast, clean, and right the first time.
04
Monitoring & Insights
We continuously monitor your financials, provide actionable insights, and adapt as your business grows so you stay in control.
Need Help Choosing the Right Service?
We’re here to guide you. Whether you need a full-service engagement or targeted support, our flexible model adapts to your business needs.
Awards & Recognition
Celebrating Excellence
We’re proud to be recognized for our innovation and impact. Our awards reflect our commitment to quality, excellence, and the trust our clients place in us.
2024
Angies List
Super Service Award
Testimonials
Why Our Clients Love to Work with Us!
Fortune 500 Professionals Trust Execor CPA
Daniel Foster
COO, Horizon Retail Group
Scaling our business felt overwhelming until we partnered with this team. They conducted a thorough market analysis, identified growth opportunities, and helped us expand into three new markets without disrupting our operations.
Their structured, step-by-step approach made the entire process seamless, and their insights continue to shape our long-term success.
45%
Revenue Growth After Expansion
Maria Sanchez
CEO, TAX Com
We were struggling to streamline our operations and keep up with demand. Working with this team changed everything. They assessed our workflow, pinpointed bottlenecks, and implemented smart systems that saved us hours every week.
Their strategic guidance didn’t just fix problems—it empowered our team to perform at a whole new level. We’re now more efficient, responsive, and ready to scale.
30%
Cost Reduction Through Process Optimization
John Wolfar
CEO, Credi Goo
Before we connected with them, our digital presence was inconsistent and lacked direction. Their team took the time to understand our brand, refined our messaging, and rolled out a cohesive strategy that elevated our online visibility.
The results were almost immediate. Engagement grew, conversions followed, and we finally feel aligned with our audience.
3x
Faster Market Expansion with Our Growth Strategy