Real-time decisions require real-time data…

That's why we reconcile your books every week.

Our Core Services

Weekly Financials

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Why wait 30 days to know where you stand? We deliver updated financials every week—so you can make faster, smarter decisions. Our reporting package includes a current income statement, balance sheet, and cash flow snapshot—always accurate, always ready.

Transaction Recording

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We record and categorize all business transactions accurately to ensure your books are always up to date. This includes monitoring for owner inflows or draws so that we can be ready at tax time.

Account Reconciliation

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We reconcile your bank, credit card, loan accounts, and other key accounts weekly to catch discrepancies and maintain clean records.

Bill Pay & AP Management

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We handle vendor bill processing, approval workflows, and payment scheduling so your bills get paid on time, securely and without the hassle.

Invoicing & AR Management

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We create and send customer invoices, monitor payments, and follow up on outstanding balances to help you get paid faster.

Payroll Processing

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We manage accurate and timely payroll runs, including benefit deductions and payroll tax filings, through your preferred provider.

Financial Dashboarding

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Get a real-time, visual snapshot of your financial health through a dynamic dashboard tailored to your business.

Benchmarking & Goal Tracking

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Track your performance against industry benchmarks and strategic goals to stay focused and measure progress.

Zoom Call Reviews

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Monthly virtual meetings to review your financials, discuss trends, and answer questions—so you’re always in control and informed.

Strategic Growth Advisor

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Get insights, tools and advice from Strategic Growth Advisors to help take your business to the next level.

Next Steps

Pricing

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Contact Us
List of additional financial and accounting services including initial account setup, sales tax filing, workers' compensation and general ledger audits, compensation plans, 401(k) submissions, historical cleanup, preparing and filing 1099s, job costing and project accounting, support for funding, budgets and forecasting, consolidated reporting.

 Our Process

Outline icon of a magnifying glass.

Discovery call with our team to ensure we’re a good fit.

1.

Discovery

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Customized onboarding plan and analysis to determine your
exact needs.

2.

Onboarding

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Personal Accountant assigned and weekly financials begin.

Clarity

3.

More Than Bookkeeping

Bookkeeping alone won’t grow your business.

Strategic financial insight will—and that’s where we come in.

Next Steps

 FAQs

  • Weekly financials give you real-time visibility into your business.


    Instead of waiting 30 days (or longer) to understand what happened last month, you’ll have up-to-date reports that show how your business is performing right now. That means:

    • You catch issues (like unexpected expenses or cash dips) before they become problems

    • You can make faster, better-informed decisions

    • You stay on top of goals and KPIs week to week

    In short, weekly financials turn your numbers into a powerful tool — not a delayed report card.

  • Yes. We specialize in historical clean-up projects and backdated accounting. Whether you're months (or even years) behind, we can untangle the mess, bring your books up to date, and set you on a path to clean, accurate financials moving forward. This is often the first step in our onboarding process if your books need attention before we begin monthly services.

  • Absolutely. If your current accounting system isn’t serving your business well, we can help you evaluate the right tools based on your industry, team, and goals. We’ll guide you through the migration process, ensure a smooth transition, and set up your new system properly so you’re starting with clean data and the right structure from day one.

  • Yes. Every client is assigned a dedicated account manager who oversees your books and is available for questions or support.

  • Each month, we deliver a complete financial close: reconciled accounts, profit & loss statement, balance sheet, and cash flow overview—plus visual dashboards with key metrics.

  • Axis does not provide tax preparation or filing directly. However, we collaborate with CPA’s and tax advisor to ensure your books are accurate and ready for tax season as well as handle questions from your tax preparer to relieve you of the annual tax preparation chore.

  • We ask for a one year commitment to start because we want to work with business owners looking for a long-term relationship. We accept monthly automated payments via ACH or credit card.