Streamlined Financials for Busy Entrepreneurs
At Ivinix Consulting, we make accounting effortless for small and medium-sized businesses. Using advanced technology, we deliver fast, accurate monthly financial reporting—so you can offload the busywork, skip the stress, and focus on scaling your business.
Why Choose Ivinix Consulting?
Fast, Tech-Driven Results
We leverage cutting-edge technology and cloud-based solutions to deliver your financial reporting faster than traditional methods.
Access Anywhere, Anytime
With cloud-based tools, your data is always available - securely - so you can check your numbers wherever you are.
Agile & Custom Solutions
We move quickly and adapt to your business needs. If out-of-the-box solutions don’t fit, we code custom tools to make sure your workflows run seamlessly.
Expertise You Can Trust
Our team combines deep accounting & finance knowledge with technical skills, giving you smarter, more efficient financial management.
How Our Process Works
We believe setting up your accounting should be simple and stress-free. Our onboarding process is designed to quickly get to know your business, understand your goals, and set up the right systems for success. The steps below outline how we’ll work together to get your books organized and running smoothly from day one.
Discovery Call
We start with a quick call to learn more about your business, your bookkeeping needs, and your goals. This helps us understand how we can best support you.
Proposal
After our discussion, we’ll provide a tailored proposal outlining the services, pricing, and solutions that fit your business.
Sign NDA & Engagement Letter
To protect your information, we sign a Non-Disclosure Agreement (NDA). Then we review and sign an Engagement Letter, which clearly outlines both our responsibilities and your responsibilities as a client. Our services are flexible—there are no long-term contracts, everything is month-to-month. This agreement builds trust, sets clear expectations, and lays the foundation for a successful partnership.
Client Sends Records
You’ll provide access to your financial records, such as bank statements, accounting software, and any other necessary documents. We make this step as simple and secure as possible.
Receive Your Financials
Once everything is set up, we deliver organized, accurate financials on a recurring basis. You’ll have peace of mind knowing your books are in order and your business is ready to make informed financial decisions.