Your Next $100K Might Already Be in Your Books.
At this moment, one bookkeeper might no longer be enough for your business. Yet a full finance department is too much to han
Our Services: A complete financial infrastructure, delivered
START FRESH
CORE SERVICE
The Clean Slate
Catch-Up & Financial Reconstruction
Disorganized books aren't just an inconvenience — they're a liability. We reconstruct your financial history with precision, reconciling every account and correcting every discrepancy until your records meet the standard required for lending, tax filing, and strategic decision-making.
- Complete catch-up and cleanup bookkeeping
- Full account reconciliation and error correction
- Historical transaction review and audit trail restoration
- Tax-season and lender-ready financial records
CORE SERVICE
CORE SERVICE
The Command Center
Monthly Financial Operations
Your operating rhythm, engineered. Monthly bookkeeping, margin reporting by job or location, and KPI tracking give you a live, accurate picture of the business — not a rearview mirror.
- Monthly bookkeeping and full reconciliations
- Profit-by-job and margin reporting
- KPI tracking with monthly strategic review
- Custom, industry-specific dashboard reporting
GO DEEPER
Profit Intelligence Review
Margin & Cost Diagnostic
A rigorous, structured analysis of every revenue stream and cost center in your business. We identify precisely where margin is created and where it silently erodes — then deliver a prioritized action plan, not just a report.
- Full profitability analysis by job, route, or segment
- Cost-leak and expense pattern diagnostics
- Margin benchmarking against industry standards
- Written, prioritized action plan
THINK AHEAD
Virtual CFO Advisory
Forecasting & Strategic Counsel
The shift from reporting the past to commanding the future. We model cash flow forward, anticipate seasonal pressure before it hits, and advise you on the timing of every major capital decision — hiring, expansion, or equipment investment.
- Cash flow forecasting and scenario planning
- Hiring and capacity modeling
- Seasonal revenue preparation
- Capital and equipment investment timing
TAX STRATEGY:
Tax Preparation & Advisory
Delivered Through Our CPA Partner
Tax strategy built directly from the financials we already manage — not reconstructed from scratch by a CPA seeing your books for the first time in March. One continuous line from bookkeeping to filing, with no disconnect and no surprises.
- Tax preparation and filing, via our licensed CPA partner
- Proactive tax planning and entity structure guidance
- Strategy coordinated monthly with your financials
- Tax services provided through a licensed CPA partner. CentiLogix is not a CPA firm.
FULL BUILD-OUT
Financial Systems Install
Infrastructure Architecture
For companies ready to build once and build right. We design and install your complete financial infrastructure — systems, controls, automation, and payroll integration — engineered to scale without rework.
- Full accounting system architecture and setup
- Expense and payroll automation
- Job costing frameworks built for your industry
- Team training and full operational handoff
Financial Statement Support for Lending Partners
CentiLogix works alongside banks, credit unions, and SBA lenders to solve one of the most common friction points in the underwriting process: financial statements that don't hold up to scrutiny.
When a borrower's books are disorganized, inconsistent, or produced by a CPA who's slow to respond, loan files stall. CentiLogix steps in to reconstruct and reconcile the underlying financials — preparing clean, accurate statements that our licensed CPA partner can compile from, keeping the process moving without compromising accuracy.
We specialize in franchise operators, trades, restaurants, healthcare, and legal practices — industries where standard bookkeeping often misses the operational detail a loan file actually needs.
What this means for a loan file:
Faster turnaround on financial statement cleanup
Fewer inconsistencies discovered mid-underwriting
Industry-specific expertise, not generic bookkeeping
One point of contact instead of an unresponsive CPACentiLogix is not a CPA firm. Compilation reports are prepared and issued by our licensed CPA partner in accordance with applicable professional standards. We do not provide audit or review-level attestation services.
This version drops the direct "you've seen it before" address — it reads like a normal service description, but the vocabulary (underwriting, loan file, borrower, compilation) does the work of signaling to a banker that this is written for them.
