Bookkeeping · Accounting · Virtual CFO
Your financials. Your business. One partner.
Accountify combines accounting expertise, financial reporting and strategic guidance to give business owners greater clarity, control and confidence.
- 20+ years of experience
- Technology-enabled financial services
- Personalized financial support
- Built for service-driven businesses
Our services
Everything your finances need, in one place.
Start with the essentials or build a complete finance function. Every engagement is shaped around how your business actually works.
Bookkeeping
Accurate, up-to-date books every month, so you always know where your business stands.
Learn moreCatch-Up & Clean-Up Bookkeeping
Months or years behind? We bring your books current, correct and ready for your CPA.
Learn moreAccounting & Financial Reporting
Clear financial statements and management reports that turn numbers into decisions.
Learn morePayroll Management
The accounting side of payroll, handled precisely, working with your payroll provider.
Learn moreVirtual CFO Services
Senior financial guidance and strategy, without the cost of a full-time CFO.
Learn moreBudgeting & Forecasting
Realistic budgets and forward-looking forecasts to plan your growth with confidence.
Learn moreWhy Accountify
Financial management that works beyond the numbers.
Accountify combines financial expertise, modern technology and a practical understanding of growing businesses to provide reliable financial support built around the way each business operates.
20+ Years of Experience
Financial expertise backed by more than two decades of experience in finance, accounting and business operations.
Built for Growing Businesses
Focused on niche and service-driven businesses with evolving financial needs.
Technology-Enabled
Modern accounting tools and cloud-based processes keep financial information organized and accessible.
More Than Bookkeeping
From bookkeeping and reporting to budgeting, forecasting and Virtual CFO support, we go beyond day-to-day bookkeeping.
Who we serve
Financial support for service-driven businesses.
Whether you're running onsite crews, a kitchen team or a creative studio, we understand the financial realities of your industry.
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 | |
| Nourish CulinaryFood & Beverage | Unresolved receivables | |
| 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 |
How it works
From first call to clear monthly reports.
- Free consultationWe learn about your business, your tools and where your books stand today.
- Review & quoteWe review your current books and send a clear scope and quote.
- Clean-up & setupWe bring your books current and set up a reliable monthly process.
- Monthly clarityReconciled books and a monthly reporting package you can act on.
Meet the founder
20+ years in finance. Now working for your business.
Accountify was founded in 2020 by Jyoti Bharadwaj, a finance professional with more than two decades of experience in accounting, finance and business operations.
Before Accountify, she held leadership roles at major financial institutions, managing SAP-based accounting, reconciliations and process improvement. Today she leads Accountify's client relationships, financial strategy and quality assurance.
Client stories
In our clients' words.
$800K undeposited → $25KAccountify 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.
Receivables: $35K → $5–8KTheir 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.
ServiceTitan ↔ QuickBooksThey 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.
Why choose Accountify
Financial expertise. Built around your business.
Reliable & Accurate
Accurate financials, every time.
Efficient Processes
Simple processes that keep things on track.
Clear Insights
Understand your numbers with ease.
Dedicated Support
Financial support that grows with you.
What bookkeeping tasks do you handle each month?
We manage the full monthly accounting cycle, including:
- Bank and credit card reconciliations
- Categorizing and recording all transactions
- Accounts payable and receivable updates
- Payroll entries and adjustments
- Month-end close and financial reporting
- Maintaining audit-ready financial records
Can you clean up or fix previously mismanaged books?
Yes. We specialize in clean-up and catch-up work for businesses whose books may be incomplete, inaccurate or several months behind. This includes:
- Reconciliation of all accounts
- Correcting misclassified transactions
- Rebuilding financial statements
- Fixing opening balances and prior-year issues
- Bringing books into a GAAP-compliant structure
Can you work with my existing CPA or tax professional?
Absolutely. We collaborate with CPAs and tax preparers to make sure your books are tax-ready. If you don't have a CPA, we can refer one.
How soon can you start?
We typically begin within 48–72 hours of receiving access to your books and completing onboarding.
Ready to get clarity on your numbers?
Book a free consultation. We'll look at where your books stand today and show you what clear, current financials could look like for your business.