How it works

A consistent accounting process.

We take everyday business activity and turn it into reconciled, reviewed and closed books.

  1. Record
  2. Reconcile
  3. Review
  4. Close
  5. Report

01 — Starting point

We start with where your books are today.

We look at what is already in place, what is working, and what needs attention.

CURRENT BOOKSREVIEWRIGHT PATH
  • Managed Accounting

    We run it.

  • Cleanup & Catch-Up

    We fix it.

  • Controller Operations

    We own the finish.

02 — The work

The process depends on what you need us to own.

Managed Accounting

We run it.

BUSINESS ACTIVITYRECORDRECONCILEREVIEWCLOSEREPORT

Ongoing accounting for businesses that want FiguresIQ to run the accounting process month after month.

Explore Managed Accounting

Cleanup & Catch-Up

We fix it.

BEHIND / UNRECONCILEDREVIEWCORRECTRECONCILEBRING CURRENT

We clean up historical accounting issues and bring the books back to a usable current state.

Explore Cleanup & Catch-Up

Controller Operations

We own the finish.

EXISTING ACTIVITYRECONCILEREVIEWCLOSEREPORT

For businesses that already have accounting activity happening but need stronger ownership of reconciliation, review and month-end close.

Explore Controller Operations

03 — The close

What a finished month looks like.

Your monthly close

  • Bank accountsReconciled
  • Credit cardsReconciled
  • PayrollReviewed
  • Balance sheetReviewed
  • ReportingPrepared

Status

In progress
Original FiguresIQ concept illustration of a monthly close checklist. Not a software product.

A completed month.

The important accounts have been reconciled, reviewed and brought through the close.

Interface visuals shown are original FiguresIQ concepts created for illustration and do not represent a software product.

04 — Ongoing

Close the month. Repeat the process.

MONTH 1MONTH 2MONTH 3ONGOING
  • Jan
  • Feb
  • Mar
  • Apr
  • May
  • Jun
  • Jul
  • Aug
  • Sep
  • Oct
  • Nov
  • Dec
Tax-professional-ready handoff

Because the accounting is maintained throughout the year, your tax professional receives a cleaner, more organized starting point.

FiguresIQ does not prepare or file income-tax returns.

Where does FiguresIQ fit?
Payroll provider
Runs payroll and payroll filings.
FiguresIQ
Maintains the accounting records and close.
Tax professional
Prepares and files income-tax returns and provides tax advice.

Next step

See what your books would cost to run properly.

Share a little about your business and we'll come back with an estimated scope and range.

Estimates are illustrative only and are not a binding quote. Final pricing depends on scope and is subject to final review.