Skip to main content

Our services

Clean books. Clear reporting. Simpler operations.

Five focused engagements, delivered directly by the founder. Each one starts with a free discovery call and a written scope.

01

Monthly Bookkeeping

Ongoing, reconciled books with a monthly reporting package you can actually read and act on.

Starting at

$350per month

  • Monthly categorization and reconciliation
  • Profit & Loss and Balance Sheet
  • Monthly summary of what changed and why
  • Clear month-end close checklist
  • Email support during the month
02

Bookkeeping Cleanup & Catch-Up

Behind, mis-categorized, or never reconciled? We rebuild your history into books you can trust.

Starting at

$750one-time

  • Diagnostic review of your current file
  • Re-categorization and reconciliation of prior periods
  • Corrected opening balances
  • Written summary of what was fixed
  • Handoff plan to keep it clean
03

Budgets & Cash-Flow Planning

An operating budget and a forward cash-flow view so you know what is coming before it arrives.

Starting at

Fixed scope or custom quote

  • Annual or 12-month rolling operating budget
  • Cash-flow projection model
  • Fixed vs. variable cost breakdown
  • Budget-to-actual tracking format
  • Working session to walk through assumptions
04

Excel Dashboard Build

A clean, maintainable Excel reporting dashboard built around the decisions you actually make.

Starting at

$500one-time

  • Requirements session to define the decision
  • Structured data model in Excel
  • KPI views, trends, and variance reporting
  • Refresh instructions your team can follow
  • One revision round included
05

Power BI Dashboard Build

An interactive Power BI report connecting your sources into one executive-ready view.

Starting at

$1,500one-time

  • Source review and data readiness assessment
  • Modeled dataset with documented measures
  • Interactive executive and operational pages
  • Publish and refresh setup guidance
  • Handoff walkthrough and documentation
06

Workflow & Reporting Automation

Remove the manual, repetitive reporting work that eats your week — after a short discovery.

Starting at

$750one-time

  • Current-state process mapping
  • Automation opportunity shortlist
  • Build of the highest-value workflow
  • Documented SOP for your team
  • Post-launch check-in

AccountiTech provides bookkeeping, management reporting, budgeting and cash-flow planning, dashboard development, and workflow consulting. We are not a CPA firm and do not provide legal, investment, tax, audit, or assurance advice. Pricing shown is a starting point; final scope and fees are confirmed in writing after a review.

Not offered yet

On the roadmap — deliberately.

These are planned for future phases and are not currently offered or sold. We only take on work we can deliver well today.

Planned

Payroll Coordination

Planned

Tax Preparation Support

Planned

Virtual CFO Services

Planned

AI Business Automation

Planned

AccountiTech IQ Platform

Your next move

Build a business that runs on clarity.

Every engagement starts with a free 30-minute discovery call and a written scope. No surprise work, no obligation.