Our Services

Know where your business stands, every month, not just at tax time.

For business owners who need accurate books without hiring an in-house accountant.

Accountistry maintains your general ledger, reconciles bank and credit card accounts monthly, and categorizes transactions according to your chart of accounts. You receive monthly financial statements you can read and act on.

Get paid on time. Pay on time. Stop chasing both.

For businesses losing time or cash flow to slow-paying customers or missed vendor terms.

We manage invoicing, payment tracking, and collections follow-up on the receivable side, and process vendor bills, payment scheduling, and vendor communication on the payable side. The result is predictable cash flow and fewer strained vendor and customer relationships.

Software that matches how your business actually runs.

For businesses starting fresh on QuickBooks or an ERP system, or cleaning up years of inconsistent entries.

We configure your chart of accounts, classes, and workflows to match your business structure, migrate historical data, and correct miscategorized transactions from prior periods. Your books become a system you can rely on instead of a file you avoid opening.

Compliance your stakeholders can verify, not just take your word for.

For businesses required to provide audited or reviewed financial statements to lenders, investors, or regulators.

We perform financial statement audits and reviews in accordance with AICPA standards, testing internal controls and financial records to the level of assurance your stakeholders require. You receive a formal report your bank, board, or investors can rely on.

Financial statements that meet the standard, without the audit-level cost.

For businesses that need formally prepared financial statements but do not require an audit or review.

We compile balance sheets, income statements, and cash flow statements from your financial records in accordance with applicable financial reporting frameworks. You get documentation that satisfies lenders and partners at a lower cost and shorter timeline than an audit.

One letter, signed by a licensed CPA, that gets your loan or contract moving.

For business owners or individuals who need income or business verification for a loan, lease, or contract.

Our certified CPAs review the relevant financial records and issue a signed CPA verification letter confirming the information a lender or counterparty requires. Most letters are issued within [X] business days of document submission.

File on time. Plan ahead of time. Stop paying more than you owe.

For individuals and small businesses who want their taxes prepared accurately and planned for in advance, not just filed once a year.

We prepare personal and business tax returns and build a tax strategy across the year based on your income, entity structure, and deductions available to you.

Employees paid correctly. Sales tax filed on time. Every period.

For businesses with employees or taxable sales who need compliance handled without adding it to their own workload.

Accountistry processes payroll, calculates and remits withholdings, and files sales tax returns according to your state and local requirements. You avoid the penalties that come from missed deadlines or miscalculated withholdings.

When the IRS sends a letter, you have a CPA answering it, not you.

For individuals or businesses facing an IRS notice, audit, or dispute.

Accountistry represents you directly before the IRS and other tax authorities, handling correspondence, documentation, and negotiation on your behalf. You do not speak to the IRS. Accountistry does.

Complex accounting questions, answered by someone who specializes in the answer.

For businesses facing accounting issues outside standard bookkeeping: revenue recognition, lease accounting, business combinations, or new standard implementation.

Our professionals provide technical accounting consultations grounded in current GAAP and FASB standards, researching and documenting the correct treatment for your specific transaction or issue.

Controls that hold up under audit, because they were built to.

For companies subject to Sarbanes-Oxley requirements or building internal controls ahead of an audit or public offering.

We design, document, and test internal controls to meet SOX compliance requirements, identifying control gaps before your auditor does.

CFO-level strategy, without the CFO-level salary.

For growing businesses that need financial leadership and strategic planning but are not ready for a full-time CFO hire.

We provide fractional CFO services: financial forecasting, budgeting, cash flow management, and strategic guidance delivered on a schedule that matches your business's stage and needs.

Reduce accounting overhead without reducing accounting quality.

For businesses looking to lower the cost of routine accounting functions without sacrificing accuracy or oversight.

Accountistry manages offshore accounting placements for functions like bookkeeping and data entry, with the same review and quality standards applied to work performed in-house.