We Keep Your Business Growing

Unless you provide physical product samples/swatches with estimates or invoices, your Finalytics advisors will handle all your bookkeeping needs. If you choose to keep an in-house bookkeeper, we will work closely with them to ensure we meet all accounting deadlines collectively. 

Yes, we offer individual and business tax preparation services.

Have a unique tax situation? Schedule a free tax consultation by clicking on Finly, our AI chat assistant.

Through our client portal, you can securely exchange files, pay your invoices,  schedule appointments, and share feedback with us.

We will process and look over your financial activities according to your engagement schedule (daily/weekly/monthly). There may be instances where we need more information or supporting documentation. When that occurs, you'll receive an email notification and have an open task within our client portal with details of the information we need. From there, you can comment and upload files to fulfill our request.

Once the accounting period has been closed, we will host a virtual advisory call to review your financial performance, business goals, and our recommended strategies to achieve them.

Notary Publics are state-appointed officials who serve as impartial witnesses of document signings and administer oaths to deter fraud.

Notary Signing Agents (NSA) have acquired additional training on loan notarizations. Lenders and title companies entrust them to facilitate the signing of mortgage documents. To become an NSA, they must be an actively commissioned Notary Public.

Finalytics notaries are all background-checked, bonded, and insured NSAs who provide online and in-person notarizations.