
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.
Our Services &
Capabilities

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

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

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
President, Real Food Consulting


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
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
President, Inception Technologies, Inc.

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 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 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 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.

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
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
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
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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
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 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
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.

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
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
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
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
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
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
President/ Owner | Tropical Foods

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

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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