Assessment
A review of the current books and systems that shows what's wrong and what the fix involves, before you commit.
Service
Accounting cleanup services and a clean setup to build on
Fix messy books, repair inconsistent processes and rebuild the accounting foundation without the drama, so reporting and growth have something solid underneath.
What's included
Catch-up and cleanup
Missing periods rebuilt and errors corrected while preserving valid history.
Systems and integrations
Billing, payments, CRM, PSA and accounting connected with a clear source of truth.
Migrations
Moving to a new accounting system from validated opening balances, with integrations tested.
Problems this service solves
Each of these has its own page with what goes wrong, how it gets fixed and what it looks like in SaaS, MSP and IT services businesses.
Catch-up and cleanup
Months of missing records, wrong categories, duplicates and balances nobody can explain. The books can be repaired, usually without starting over.
Read moreFinance systems integration
Tools were added one at a time. Now data moves between CRM, billing, payments and accounting through syncs nobody fully understands, and someone fixes them manually each month.
Read moreAccounting system migration
Moving to a new accounting system is a chance to start clean. Done badly, it moves every old problem across and breaks the integrations on the way.
Read moreIs this the right service for you?
Can an accountant review our books before we pay for a full cleanup?
Yes, and that's where this service starts: an assessment that shows which periods need work and what's missing.
What should an investor-focused accounting cleanup include?
Correcting affected periods, reconciling every balance, restating key reports and documenting the changes so investors can follow them.
Can an accountant map our finance systems and tell us what to automate?
Yes. A systems review maps tools, integrations and manual steps, then recommends what to automate and what to keep controlled.
Simple to switch. Simple to run.
No dramatic transformation project.
- 1
Understand what's happening now.
We review the books, reporting and finance processes to see what needs fixing and what should stay.
- 2
Clean up and structure the system.
We repair the important issues and create a clearer foundation for the work going forward.
- 3
Keep it running.
FinanzBee takes responsibility for keeping the numbers organized, current and useful.
Your company has enough moving parts already.
Start with a clear look at where things stand and what should improve.