Gentyx
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We run your bookkeeping and reporting, and walk you through what it means, so you can run your business better.

Most businesses outgrow their bookkeeping long before they can justify a full-time (or additional) finance hire. We fill that gap.

What You Get

01

Monthly Reporting

We close your books on a fixed schedule and send you a report that shows what moved, what to watch, and where the business is heading.

02

Management Insight

Someone who knows your business tells you what the numbers mean and what to do about them. Pricing, hiring, cash, a lender's question, the offer on the table.

What we need from you

  • Link to your bank and payment card accounts, payroll systems.
  • Access to your QuickBooks account and your existing books, and last 1-2 years of tax filings. Don't worry if things are messy, incomplete, or missing.
  • Dedication of a primary client contact and a person we can reach when a transaction needs explaining.

YOUR INPUTS

Set up once, then it flows

  • Bank & card feedsConnected
  • Payroll providerConnected
  • Invoicing / ARConnected
  • Receipts & statementsShared folder

When the foundation is not there yet, we can build it.

Catch-up and clean-up

Six months behind, or three years? We scope the work, quote a fixed fee, and give you a clear timeline to get current. Your monthly service starts on solid ground.

Year-end readiness

We hand your tax CPA a closed trial balance and clean supporting schedules, at the agreed schedule. They finish faster and will have fewer questions.

What changes

Within a quarter of working with us, most founders can answer key questions without calling anyone: flow of funds (in and out), what the business actually earns on each job, client, or product, business pressure points to manage, and when they can afford the next hire. We don't stop working until you get there.

AFTER ONE QUARTER

Questions you can answer yourself

  • What does each job earn?

    32% avg. job margin

  • Where is cash going?

    $41k net inflow, March

  • How fast do clients pay?

    31 days outstanding

  • Can we afford the next hire?

    Yes, from Q3