From six-figure reconciliations to software migrations, here's what working with Accountify looks like.
Results ledger
Real problems. Measurable results.
A few of the clean-ups and fixes we've delivered for clients, in their own reviews.
Client
Challenge
Result
Casteel PlumbingPlumbing
Undeposited funds
$800,000 → ~$25,000
Nourish CulinaryFood & Beverage
Unresolved receivables
~$35,000 → $5–8K
Shortlist IOSoftware
Biller Genie reconciliation
$55,000+ reconciled
Wine Key ExperienceHospitality
Zelle & undeposited funds
$50,000+ reconciled
Nourish CulinaryFood & Beverage
Card processing costs
≈ 1.75% lower
Cover JewelryRetail
Xero → QuickBooks + Shopify
Sales and deposits reconcile
Case study
When growth started creating financial complexity.
A growing service business had the revenue, the customers and the momentum. What it didn't have was a clear view of what was happening behind the numbers.
Their team identified opportunities to reduce our credit card processing costs by approximately 1.75% while implementing an instant funding solution that significantly improved our cash flow. They also guided us through PCI compliance requirements and completely transformed our accounts receivable process by reducing unresolved receivables from nearly $35,000 to approximately $5,000–$8,000.
Payroll & 1099 fixed
Accountify LLC has provided far more than bookkeeping support — they have become a trusted financial advisor for our business. They consistently maintain accurate and timely financial records, and resolved payroll reporting issues that affected our 1099 calculations, ensuring our records were accurate and compliant.
$800K undeposited → $25K
Accountify LLC tackled one of the largest accounting challenges our company had experienced. They thoroughly reviewed and matched individual customer payments and invoices, reducing more than $800,000 in undeposited funds to approximately $25,000.
Payroll history corrected
Accountify LLC helped us resolve payroll accounting issues that were directly affecting our 1099 reporting and year-end tax preparation. They carefully reviewed our payroll entries, corrected historical discrepancies, and ensured our records accurately reflected contractor payments.
Xero → QuickBooks Online
Accountify LLC successfully migrated our accounting system from Xero to QuickBooks Online while resolving complex Shopify integration challenges. They corrected differences between gross sales and net deposits, allowing our payment records to reconcile accurately for the first time.
Break-even & cost review
They helped us understand our revenue benchmarks, identify our break-even point, and develop strategies for sustainable growth. They also identified unnecessary software subscriptions, allowing us to reduce costs while improving our overall financial performance.
Relocation forecast
When our business was preparing to relocate, Accountify LLC helped us understand the financial impact of the move and develop a plan that protected our cash flow throughout the transition. Their practical advice, financial forecasting, and ongoing guidance enabled us to make confident decisions.
ServiceTitan ↔ QuickBooks
They helped identify and resolve complex synchronization issues between ServiceTitan and QuickBooks Online that had significantly impacted the accuracy of our financial reporting. They don't just process transactions — they take the time to understand our business.
$55K reconciled
Accountify LLC demonstrated exceptional attention to detail while helping us resolve a complex reconciliation involving more than $55,000 in outstanding Biller Genie transactions. What seemed like an overwhelming project became manageable and successful.
Square + QuickBooks
Accountify LLC transformed our accounting processes by reconciling our invoices, accurately replicating our Square transactions within QuickBooks Online, and separating payment processing fees so our reports reflect the true performance of our business.
Monthly bookkeeping
Accountify LLC has consistently provided dependable bookkeeping support and financial guidance. They keep our records organized, deliver accurate financial reporting, and ensure our books remain current so we can focus on serving our customers.
FreshBooks migration
Transitioning from one accounting platform to another can be challenging, but Accountify LLC made the entire process seamless. They migrated our financial records from FreshBooks while reconciling our accounts receivable and matching every invoice.
$50K+ reconciled
They reconciled all of our Zelle transactions, identified the cause of our negative opening bank balance, and successfully reconciled more than $50,000 in undeposited funds. Their thorough approach gave us confidence that our financial statements accurately reflected our business.
Your business is growing. Your finances should keep up.
Whether you need ongoing bookkeeping, clean-up support or a strategic financial partner, Accountify is here to help.