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Financial Expertise That Moves Your Business Forward

At Analytix, we empower businesses with comprehensive financial solutions tailored to drive efficiency, growth, and compliance. Our expert team helps you overcome financial complexities with ease—so you can focus on what matters most: growing your business. 

 

 

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Our Services &
Capabilities

Core financial Services

Core
Financial Services

Accurate, efficient, and scalable bookkeeping services & accounting services designed to streamline operations, maintain financial health, and ensure compliance. 

Strategic Financial Leadership
Strategic Financial Leadership

Optimize financial strategies, drive profitability, and make data-driven decisions with our outsourced CFO services, business analytics services, and controller services. 

Tax & Compliance Solutions
Tax & Compliance Solutions

Stay compliant, minimize liabilities, and maximize returns with our expert
tax preparation, tax filing, and 401k audit services. 

technology integration
Technology Integration Services

Streamline financial systems with
seamless
software implementation,
accounting system integration, and
expert-driven ERP deployment.

Core Financial
Services
 

Bookkeeping Services
Transaction/Data Entry
Invoices (Customer & Vendor)
Credit Cards
Payroll Transactions  
Reconciliation 
Reporting



Accounting Services 
Financial Statement Preparation
Income Tax Preparation 
Income Tax Planning and Consulting 
Bill Paying Services   
Accounting Assistance 
General Ledger Review
Financial Assessment Reports

Strategic Financial Leadership  

CFO Services
Strategic Planning
Financial Modeling 
Risk Assessment
Controller Services   
Cash Flow Management  
Capital Structuring
Accounting Documentation

Business Analytics Services 
Performance Metrics
Predictive Analysis 
Budgeting & Forecasting 
Bill Paying Services   
Cost Optimization 
Trend Analysis 
Custom Financial Reporting
Profitability Analysis 

Tax & Compliance Solutions  

Tax Preparation & Filing
Federal & State Tax Returns
Corporate & Partnership Tax Filing
Tax Compliance & Advisory
Payroll Tax Compliance   
Multi-State Tax Filings 
Tax Deductions & Credit Optimization
Sales & Use Tax Reporting

401k Audit Services 
Operational Consulting
Plan Correction Assistance 
ERISA & DOL Compliance Audits 
Form 5500 Preparation   
EBP Financial Statements  
Review of SOC2 Reports 
Audit Report Documentation


Technology Integration Services 

Software Implementation 
Accounting Software Setup
ERP System Implementation
Custom Software Configuration
Automated Data Entry & Processing   
Cloud-Based Financial Solutions 
Data Migration & Security
User Training & Support 

System Integration
QuickBooks, Sage, NetSuite, Xero Integration
Income Tax Preparation 
Income Tax Planning and Consulting 
Bill Paying Services   
Accounting Assistance 
General Ledger Review
Financial Assessment Reports

The Analytix Advantage  

Industry-Leading Expertise 

With a team of seasoned professionals, including CPAs, CFOs, and financial analysts, we bring deep domain expertise across industries. Our specialists ensure accurate, compliant, and growth-focused financial strategies tailored to your business needs. 

Analytix has helped us with real-time insights and predictive capabilities, enabling us to make strategic decisions by reducing complexity and enabling real-time processing.

Ed Doyle

Ed Doyle
President, Real Food Consulting

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Strategic-CPA-Partnerships-2

Strategic CPA Partnerships 

We partner with CPA accounting firms to streamline finances, optimize workloads, and enhance client satisfaction, allowing CPAs to focus on high-value advisory roles with confidence in accuracy and compliance. 

We were 4% more profitable than we would have been if we had managed these functions in-house, and that’s assuming we would have performed those functions as well as Analytix Solutions.

Gary Brach

Gary Brach
CEO, AgencyPort

Seamless System Integration 

Our expertise in accounting software implementation and system integration ensures that your financial ecosystem operates efficiently. We help businesses connect their accounting platforms, automate workflows, and achieve real-time financial visibility.

Analytix has helped us grow by closing the gaps in the applications that our company has while consistently helping us save thousands of dollars in manual labor.

Ray Feoli

Ray Feoli
President, Inception Technologies, Inc.

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Engagement Models

 

Small Business

Strategic Partnerships

Pricing

Monthly Fixed

Monthly Fixed
Revenue Sharing

How It Works

Based on Scope of Work & Complexity

Based on Scope, Complexity of Work, and Engagement Model

Engagement Models

Direct Client Engagement
Collaborative Engagement

Direct Client Engagement
Collaborative Engagement
Private Label Engagement

Type of Services

Accounting & Bookkeeping
Controller Level Services
CFO Services
Accounting Systems Integration
Business Analysis

Accounting & Bookkeeping
Controller Level Services
CFO Services
Accounting Systems Integration
Business Analysis
Tax Preparation
401K Audit

Frequency & Type of Reports We Prepare

Monthly, Quarterly, P&L and other Critical Reports

Monthly, Quarterly, P&L and Other Critical Reports

Industrial Applications

Retail

Retail

Retail businesses face unique financial challenges, from inventory management to multi-channel sales tracking. We ensure seamless integration of your applications with the right accounting system to help streamline reconciliation processes and provide real-time cash flow visibility.

Restaurant

Restaurant 

Restaurant finances are uniquely challenging, with constantly fluctuating food costs, complex tip reporting, and tight profit margins. We understand these industry-specific hurdles and create streamlined restaurant bookkeeping & accounting solutions that give you clear visibility into your operation's performance.

Hotel

Hotel

Hotel operations require sophisticated financial management across multiple revenue streams. Analytix delivers comprehensive accounting solutions that track departmental performance, manage occupancy-based forecasting, and streamline back-office processes.

DME

Healthcare

Healthcare institutions and organizations deal with multiple financial headaches like tracking insurance claims, managing inventory, and complicated billing cycles. We simplify these complexities with straightforward accounting solutions that track every treatment, every claim, and every payment. 

Real Estate

Real Estate 

Whether you manage rental properties or develop new projects, real estate success depends on accurate financial tracking We provide solutions that track the performance of each property in your portfolio, help you identify top-performing investments and opportunities for improvement. 

Indoor Sporting Facilities

Indoor Sporting Facilities

Running an indoor sports facility means balancing member payments, instructor salaries, equipment costs, and facility maintenance—all while keeping players happy. With our support, you can focus on creating great sports experiences while we handle the financial game plan. 

Proven Track Record of Excellence

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98%

Client
Retention

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1500+

Active
Clients

Layer_1 (5)-2

10,000+

Payroll Hours,
Processed Weekly


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350+

Qualified Accountants 
and CPAs


Partner with Excellence: The Analytix Advantage

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Cost-Effective Powerhouse

We offer enterprise-level solutions at SMB-friendly prices, tailored pricing models to fit your budget, and measurable ROI guarantees to ensure maximum value for every dollar spent.

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Domain Dominators

Our team combines industry-specific expertise, proven success methodologies, and customized solutions designed for each sector, delivering strategies that drive impactful results.

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Tech Titans

We provide cutting-edge financial technology, easy-to-use automation tools, and seamless integration with your existing systems, making your work faster and simpler.

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Pay-As-You-Grow

Only use the services you need allowing you to scale your success while staying budget-friendly.

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Solution Aries,
Not Just Service Providers

We go to the extra mile, providing ongoing support and addressing your concerns every step of the way.

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Instant Expertise

Gain access to a team of highly skilled professionals, propelling your business competence and knowledge.

What Our Clients Say

Analytix has helped us with real-time insights and predictive capabilities, enabling us to make strategic decisions by reducing complexity and enabling real-time processing.

Ed Doyle

Ed Doyle

President | Real Food Consulting

Four years ago, Project Repat identified Analytix Solutions as the partner that could help us effectively manage growth. Analytix took complete control of our bookkeeping and accounting responsibilities, helping us to focus on building a great business. Analytix helped us understand our financials quickly and subsequently empowered us to make strategic business decisions.

Ross Lohr

Ross Lohr and Nate Rothstein

Co-Founders | Project Repat

We were 4% more profitable than we would have been if we had managed these functions in-house, and that’s assuming we would have performed those functions as well as Analytix Solutions.

Gary Brach

Gary Brach

CEO | AgencyPort

“Liz shares how Analytix helped her business streamline its financial operations, saving time and money. From CFO-level strategy to day-to-day bookkeeping, Analytix provided expert support services and guidance every step of the way.

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Liz Mason

CEO & Founder | High Rock Accounting

Analytix Solutions has partnered with McGaunn & Schwadron for over 6 years. the partnership started when Analytix began managing tax and accounting services. The relationship has expanded to include our managed IT platform, as well as development of a software product for McGaunn & Schwadron wet and dental clients.

Mark J McGaunn

Mark J McGaunn

Managing Partner | McGaunn & Schwadron

Analytix takes all of our incoming orders, downloads them, and organizes them. They essentially set the plate for our customer service staff. It's great to have a partner like Analytix because they take that whole front-end process and simplify it for us so that we can focus on where we are best, and that is as a customer service and sales organization.

Jason Canzano

Jason Canzano

Managing Director | Acelleron Medical Products

A portal customized for Dunkin' Donuts brings together all our data in a concise and easy to locate manner at one place, thus freeing up nearly 1500 hours in a year.

Danny Costa

Danny Costa

Managing Partner | MDM Group LLC

Analytix has helped us grow by closing the gaps in the applications that our company has while consistently helping us save thousands of dollars in manual labor.

Ray Feoli

Ray Feoli

President | Inception Technologies, Inc.

The level of professionalism at Analytix just blew me away! Though they follow the remote working strategy, their strong emphasis on data security, willingness to listen, flexibility to quickly change and adapt was a game-changer for me. Analytix has transformed our operations by giving me a dedicated team for CPAs, CAs, and vetted financial professionals along with the best tools to help us be successful. The work stress is reduced greatly as they provide the policies, procedures, workforce management, and IT solutions. I see my relationship with Analytix continuing for many years in the future and beyond as a legacy of our business.

Mel Sams

Mel Sams

CPA | Sams IV, CPA, PA

Tropical Foods began working with Analytix Solutions around five years ago amidst an emergency situation where our CEO suddenly left. Analytix stepped in to provide us with affordable CFO level services and also customized our reporting and management programs, thereby generating usable, meaningful data related to business intelligence.

Ron Garry

Ron Garry

President/ Owner | Tropical Foods

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A Technology-Driven Accounting Partnership

Sams IV, CPA, PA – a full-service accounting firm in Clearwater, FL - partnered with Analytix to enhance efficiency, scalability, and security while maintaining high-quality service delivery. We provided a team of experienced financial professionals and advanced workflow management solutions, which helped the client eliminate staffing challenges and optimized its operations. The partnership enabled seamless growth, reduced overhead costs, and strengthened the firm's competitive edge with technology-driven solutions.

A Word from Our Clients

The level of professionalism at Analytix just blew me away! Though they follow the remote working strategy, their strong emphasis on data security, willingness to listen, flexibility to quickly change and adapt was a game-changer for me. Analytix has transformed our operations by giving me a dedicated team of CPAs, CAs, and vetted financial professionals along with the best tools to help us be successful. The work stress is reduced greatly as they provide the policies, procedures, workforce management, and IT solutions. I see my relationship with Analytix continuing for many years in the future and beyond as a legacy of our business.

Mel Sams
CPA, Sams IV, CPA, PA

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Let Us Know What You Think!

 
 

 

“ The Analytix CFO Advisory Services team has really helped our business grow in ways that would not have been possible without them. We have been able to focus on our business growth with a capable consulting partner to advise us every step of the way. “

 

Ted De Innocentis
CEO & Co-Founder,1620 Workwear

 

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