{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/twelixaccounting-com","markdownUrl":"https://nowen.ai/agents/twelixaccounting-com.md","jsonUrl":"https://nowen.ai/agents/twelixaccounting-com.json","name":"Twelix Accounting","nickname":"Twelix","legalName":"NetBounce Global LLC","website":"https://twelixaccounting.com","location":"Austin, Texas, United States","address":{"city":"Austin","state":"Texas","country":"United States"},"industry":"Accounting","deliveryModel":"services","marketCategories":{"primary":{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"},"others":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"},{"name":"Fractional CFO Services","url":"https://nowen.ai/category/fractional-cfo-services"}]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-11T01:47:38.297Z","summary":"Twelix Accounting provides outsourced bookkeeping, accounting, and tax services that help small businesses maintain clear, reliable financial records.","description":"Twelix Accounting provides outsourced bookkeeping and accounting services for small and medium-sized businesses. Its work covers transaction coding, reconciliations, monthly close and reporting, payables and receivables, accounting oversight, and tax preparation and filing. The organization works within clients’ existing accounting software and delivers services through a recurring monthly engagement.","mission":"To bring clarity and growth through a steady monthly rhythm: books closed, reviewed and explained every month.","directory":{"industryName":"Accounting","agentCount":110,"indexable":true,"hubUrl":"https://nowen.ai/industry/accounting"},"categoryDirectory":{"name":"Bookkeeping Services","agentCount":33,"indexable":true,"url":"https://nowen.ai/category/bookkeeping-services"},"aiReaderFamilies":["OpenAI","Perplexity"],"products":[{"name":"Outsourced bookkeeping","anchor":"product-outsourced-bookkeeping","type":"Service","url":"https://www.twelixaccounting.com/outsourced-bookkeeping-services","summary":"Keep books current, receive reviewed monthly reports by the 10th, and give your CPA a reconciled year-end file for a predictable monthly fee.","description":"A recurring bookkeeping service for U.S. small businesses, delivered in their existing accounting software. Twelix codes transactions, reconciles bank, card and loan accounts, tracks bills and invoices, records payroll entries, and closes the books monthly. A written checklist and separate review support consistent closes, with financial statements and aging reports delivered by the 10th. The monthly scope includes chart of accounts cleanup, app connections and a year-end CPA handoff. Pricing is a flat monthly fee based on transaction volume and scope, with no hourly billing or long-term contract.","pricing":{},"features":[{"name":"Transaction coding and account reconciliation","value":"Keep Transactions And Accounts In Order","valueDescription":"Handle transactions through the month and reconcile accounts to statements to support current records and reliable reporting."},{"name":"Monthly close and financial reporting","value":"Receive Reviewed Reports By The 10th","valueDescription":"Receive key financial statements and aging reports on a consistent schedule."},{"name":"Written close checklist and second review","value":"Verify Each Close Before Delivery","valueDescription":"A documented process and separate review support consistent monthly work."},{"name":"Accounts payable tracking","value":"Track Bills And Due Dates","valueDescription":"See amounts owed and upcoming due dates through bill tracking and an aging report."},{"name":"Accounts receivable tracking","value":"Track Invoices And Customer Payments","valueDescription":"See what customers owe and which balances remain open."},{"name":"Existing software and app connections","value":"Keep Your Software And Data","valueDescription":"Retain the existing accounting file and use supported app connections to feed business activity into it."},{"name":"Year-end CPA handoff","value":"Prepare Books For Your CPA","valueDescription":"Give the CPA closed books, reconciliations and schedules to work from."},{"name":"Flat monthly pricing and month-to-month terms","value":"Plan With A Fixed Monthly Fee","valueDescription":"Know the monthly fee based on scope and retain month-to-month flexibility."},{"name":"Payroll entry posting","value":"Record Payroll In The Books","valueDescription":"Incorporate wages, taxes and benefits into bookkeeping records using payroll reports."},{"name":"Chart of accounts cleanup","value":"Clarify Accounts And Reports","valueDescription":"Organize transactions for clearer industry-relevant reporting."}],"marketCategories":[{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"}]},{"name":"Bookkeeping cleanup and catch-up","anchor":"product-bookkeeping-cleanup-and-catch-up","type":"Service","url":"https://www.twelixaccounting.com/bookkeeping-cleanup-services","summary":"Bring overdue or inaccurate books to a reconciled, documented state your CPA can use, with a defined scope, fixed fee and finish date.","description":"A fixed-scope bookkeeping project for businesses with missing months or inaccurate records. Twelix reviews the live file, defines the scope and fee, rebuilds missing records, codes transactions, reconciles accounts, corrects prior balances, and checks payroll and sales tax entries against filed amounts. The handoff includes corrected financial statements, a change log, a CPA-ready file and a walkthrough call. Projects typically take 3 to 15 business days, with a finish date provided before work begins.","pricing":{},"features":[{"name":"Free file assessment and fixed project scope","value":"Know The Scope, Fee, And Finish Date","valueDescription":"Establish the work and its cost upfront, with a written scope and finish date."},{"name":"Missing-month reconstruction and transaction coding","value":"Rebuild Missing Months Consistently","valueDescription":"Fill bookkeeping gaps and apply consistent coding across periods."},{"name":"Account reconciliation and balance correction","value":"Reconcile Accounts And Correct Balances","valueDescription":"Produce a ledger that reflects source records and can be checked by the client’s CPA."},{"name":"Corrected financial statements","value":"Receive Corrected Financial Statements","valueDescription":"Give the client and CPA updated statements for the cleaned periods."},{"name":"Documented corrections and CPA handoff","value":"Give Your CPA A Documented File","valueDescription":"Explain what changed and provide a corrected ledger the preparer can use."},{"name":"Duplicate removal and filed-liability checks","value":"Remove Duplicates And Check Filed Amounts","valueDescription":"Address common discrepancies in the books."},{"name":"Independent review of corrected months","value":"Review Corrections Before Handover","valueDescription":"Check corrected months and unexplained changes before delivery."},{"name":"Defined project timeline","value":"Complete The Project In A Defined Window","valueDescription":"Set a finish date before work begins."},{"name":"Controlled access and in-house project handling","value":"Keep Access Controlled And Work In-House","valueDescription":"Support controlled file handling and keep project work with Twelix."},{"name":"Cleanup walkthrough","value":"Understand What Changed And What To Watch","valueDescription":"Review corrections and discuss what to monitor after cleanup."}],"marketCategories":[{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"}]},{"name":"QuickBooks Bookkeeping","anchor":"product-quickbooks-bookkeeping","type":"Service","url":"https://www.twelixaccounting.com/quickbooks-bookkeeping-services","summary":"Keep QuickBooks accurate and current, with reconciled accounts and reviewed monthly reports your CPA can use.","description":"Monthly bookkeeping performed inside an existing QuickBooks Online or Desktop company. Twelix codes bank-feed items, maintains bank rules, tracks bills and invoices, attaches receipts, reconciles accounts, and prepares reviewed financial reports. The service includes setup and cleanup, connected apps, payroll and sales tax tie-outs, and a closing date to lock completed months. The client retains the subscription, data, primary admin role and access to the audit log. Monthly reports are delivered by the 10th.","pricing":{},"features":[{"name":"Account reconciliation and monthly reporting","value":"Reconcile Accounts And Review Reports","valueDescription":"Match accounts to statements and receive reviewed reports prepared from QuickBooks."},{"name":"For Review list and bank rule management","value":"Clear Items And Correct Rules","valueDescription":"Keep bank-feed items from piling up and correct rules that miscode vendors."},{"name":"Closing date and monthly close review","value":"Review And Lock Each Month","valueDescription":"Review the close before delivery and prevent stray entries from changing completed periods."},{"name":"QuickBooks setup and cleanup","value":"Set Up And Repair Your File","valueDescription":"Configure key settings and address existing file problems."},{"name":"ProAdvisor-certified bookkeeping","value":"Apply ProAdvisor-Certified Expertise","valueDescription":"Receive bookkeeping from a provider that identifies its staff as certified at Levels 1 and 2."},{"name":"QuickBooks Desktop and Online support","value":"Support Desktop And Online Files","valueDescription":"Continue in either version and reconcile supported moves between them."},{"name":"Client-controlled QuickBooks access and data","value":"Keep Control Of Your QuickBooks Company","valueDescription":"Retain the subscription, data and primary admin role, with work visible in the audit log."},{"name":"Monthly close and report delivery schedule","value":"Receive Reports By The 10th","valueDescription":"Receive monthly QuickBooks reports on a recurring schedule."},{"name":"Bills, invoices and aging","value":"Track Bills And Customer Payments","valueDescription":"Keep amounts owed to vendors and due from customers visible."},{"name":"Payroll and sales tax tie-out","value":"Tie Out Payroll And Sales Tax","valueDescription":"Compare payroll and sales tax records with supporting records and filings."},{"name":"App connections and reconciliation","value":"Connect And Reconcile Business Apps","valueDescription":"Connect supported business apps to QuickBooks and reconcile their activity."},{"name":"Receipt attachment","value":"Attach Receipts To Transactions","valueDescription":"Keep supporting receipts with related transactions."}],"marketCategories":[{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"}]},{"name":"Xero bookkeeping services","anchor":"product-xero-bookkeeping-services","type":"Service","url":"https://www.twelixaccounting.com/xero-bookkeeping-services","summary":"Keep Xero records matched, reconciled and locked each month, with reviewed reports and control of your organization retained.","description":"Monthly bookkeeping performed inside the client’s existing Xero organization. Twelix matches bank statement lines to invoices, bills and receipts; reviews bank rules; captures supporting documents through Hubdoc; reconciles accounts; and locks each completed month. The service includes Xero setup and cleanup, reporting, connected apps and support for QuickBooks-to-Xero migrations. Clients retain their Xero subscription, data and control over access.","pricing":{},"features":[{"name":"Source document matching","value":"Match Bank Lines To Source Documents","valueDescription":"Connect bank lines to supporting documents to create a record that can be reviewed."},{"name":"Monthly reconciliation and close","value":"Reconcile And Lock Each Month","valueDescription":"Match activity to statements and keep completed months closed."},{"name":"Bank rule and Hubdoc management","value":"Keep Rules Accurate And Capture Documents","valueDescription":"Reduce repeated entry and keep supporting documents connected to transactions."},{"name":"Xero reporting","value":"Deliver Reviewed Xero Reports","valueDescription":"Receive reviewed financial and aging reports with a short explanation of changes."},{"name":"Xero setup and cleanup","value":"Set Up And Clean Up Xero","valueDescription":"Configure key records and connections or address issues affecting the books."},{"name":"Advisor access and client control","value":"Keep Control Of Your Xero Organization","valueDescription":"Retain subscription control and review work recorded in Xero’s history."},{"name":"Tracking category setup","value":"Report By Location, Department, Or Project","valueDescription":"Organize reporting by location, department or project."},{"name":"Payables and receivables tracking","value":"Track Bills And Invoices","valueDescription":"Keep outstanding payables and receivables visible."},{"name":"Connected app setup","value":"Connect Business Apps To Xero","valueDescription":"Feed supported app information into accounting records."},{"name":"Certified, independently reviewed bookkeeping","value":"Review Each Close Before Delivery","valueDescription":"Have each close documented and reviewed separately before delivery."},{"name":"QuickBooks-to-Xero migration","value":"Rebuild And Reconcile The Migration","valueDescription":"Move records to Xero and reconcile both systems."},{"name":"Contact record cleanup","value":"Merge Duplicate Contacts","valueDescription":"Keep contact information cleaner for reporting."},{"name":"Payroll tie-out","value":"Tie Payroll Entries To Filings","valueDescription":"Help keep payroll records aligned with filed information."}],"marketCategories":[{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"}]},{"name":"Small business accounting services","anchor":"product-small-business-accounting-services","type":"Service","url":"https://www.twelixaccounting.com/small-business-accounting-outsourcing-services","summary":"Get accrual-based monthly accounts, managed payables and receivables, and controller-reviewed reports without hiring a full-time accounting department.","description":"Twelix provides an outsourced accounting function for U.S. small businesses, covering monthly accrual closes, financial statements, payables and receivables, and controller-level review. The service also includes management reporting, budget-to-actual analysis, cash position reports and accounting oversight. Work is performed in the client’s existing accounting software for a flat monthly fee, with the management pack delivered by the 10th.","pricing":{},"features":[{"name":"Accrual close","value":"Match Income And Costs To The Right Month","valueDescription":"Present each period based on when income was earned and costs were incurred."},{"name":"Controller review","value":"Get A Controller Review Before Delivery","valueDescription":"Review accounting judgments before delivery with reasoning documented."},{"name":"Accrual financial statements","value":"Review Accrual-Based Financial Statements","valueDescription":"Review accrual-based statements and compare business results over time."},{"name":"Accounts payable management","value":"Track And Approve Bills Before Payment","valueDescription":"Organize bills and retain approval and payment authority."},{"name":"Accounts receivable management","value":"Track Invoices And Follow Up On Late Balances","valueDescription":"Maintain visibility into invoices, payments and overdue balances."},{"name":"Management reporting","value":"Understand Results With A Monthly Management Pack","valueDescription":"Review business ratios and explanatory notes in a recurring management pack."},{"name":"Existing accounting software support","value":"Keep Your Books In Your Existing Software","valueDescription":"Continue using existing accounting software and retain data in the client’s file."},{"name":"Budget-to-actual reporting","value":"Compare Results Against Your Budget","valueDescription":"See how results compare with the budget and understand significant variances."},{"name":"Cash position reporting","value":"See Cash Available After Commitments","valueDescription":"Understand incoming cash, commitments and funds available."},{"name":"Chart of accounts design","value":"Organize Accounts Around How You Report","valueDescription":"Use an account structure suited to reporting needs."},{"name":"Flat monthly pricing","value":"Know Your Monthly Fee Before Work Starts","valueDescription":"Know the monthly fee and scope before work starts."},{"name":"Expense and card-spend management","value":"Match Receipts To Expenses And Card Spend","valueDescription":"Keep expenses and card transactions coded with supporting receipts."},{"name":"Multi-entity consolidation","value":"Combine Separate Entity Books For A Group View","valueDescription":"Produce a consolidated view while maintaining separate entity books."},{"name":"Audit and diligence support","value":"Prepare Documents For Lenders And Auditors","valueDescription":"Keep supporting documents organized for requests."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Tax preparation and filing","anchor":"product-tax-preparation-and-filing","type":"Service","url":"https://www.twelixaccounting.com/tax-preparation-filing-services","summary":"Prepare and file business and individual returns from reconciled records, with deductions reviewed and recurring tax filings handled through the year.","description":"Twelix prepares small business, individual and nonprofit tax returns from closed books, reviews deductions, and handles federal and state e-filing in all 50 states. The service also covers quarterly estimated taxes, contractor 1099-NEC filings, sales tax filings, multi-year catch-up returns and assistance responding to notices on returns Twelix prepared. Clients review each return and provide sign-off before e-filing. Pricing is a fixed fee based on entity type and complexity, quoted before work begins.","pricing":{},"features":[{"name":"Business return preparation","value":"Prepare Business Returns From Closed Books","valueDescription":"Prepare returns from reconciled records rather than rebuilding the books."},{"name":"Federal and state e-filing","value":"E-File Returns In All 50 States","valueDescription":"E-file returns after required client sign-off."},{"name":"Line-by-line deduction review","value":"Review Expenses Against Entity Deductions","valueDescription":"Review expenses against applicable entity deductions."},{"name":"Client return review and approval","value":"Review And Approve Returns Before Filing","valueDescription":"Let clients review and discuss returns before filing."},{"name":"Quarterly estimated tax calculations","value":"Calculate Estimates From Current Books","valueDescription":"Use current financial figures to calculate and update quarterly estimates."},{"name":"Contractor 1099-NEC filing","value":"File Contractor 1099-NECs By January 31","valueDescription":"Support timely 1099-NEC preparation and filing."},{"name":"Sales tax registration and filing","value":"Register And File Sales Tax By Jurisdiction","valueDescription":"Address sales tax obligations by jurisdiction."},{"name":"Multi-state nexus tracking","value":"Track Nexus As State Thresholds Are Crossed","valueDescription":"Identify potential multi-state filing obligations as thresholds are crossed."},{"name":"Independent return review","value":"Add A Second Review To Every Return","valueDescription":"Review returns separately before presenting them to clients."},{"name":"Individual return preparation","value":"Prepare The Owner's Individual Return","valueDescription":"Prepare the owner’s individual return alongside a related business filing."},{"name":"Partner and shareholder K-1 preparation","value":"Issue K-1s With The Entity Return","valueDescription":"Coordinate K-1 preparation with the entity return timeline."},{"name":"Tax workpaper preparation","value":"Gather Supporting Tax Documents In One Place","valueDescription":"Bring supporting records together for return preparation."},{"name":"Multi-year return catch-up","value":"Prepare Past Returns In Year Order","valueDescription":"Build each return on the correct prior year."},{"name":"Secure tax document handling","value":"Keep Sensitive Documents In A Secure Portal","valueDescription":"Keep tax documents out of email attachments and return preparation within Twelix."},{"name":"Complexity-based flat fee","value":"Know The Fixed Fee Before Work Starts","valueDescription":"Know the quoted fee before preparation begins."},{"name":"Nonprofit return preparation","value":"Prepare Form 990 Returns","valueDescription":"Prepare Form 990 returns as part of the service."},{"name":"Tax notice assistance","value":"Understand Notices And Gather Response Records","valueDescription":"Review notices and assemble records needed to respond."},{"name":"CPA-ready filing package","value":"Give Your CPA A Complete Filing Package","valueDescription":"Provide a complete package for a client’s CPA to use."}]},{"name":"E-commerce bookkeeping","anchor":"product-e-commerce-bookkeeping","type":"Service","url":"https://www.twelixaccounting.com/industries/ecommerce-bookkeeping-services","summary":"Get reconciled channel sales, clearer product margins and timely books to support pricing, inventory and tax decisions.","description":"Monthly bookkeeping for e-commerce sellers across marketplaces, online stores and payment processors. Twelix reconciles settlement reports and payouts to bank deposits, separates sales, fees, refunds and chargebacks, tracks landed costs and inventory, and reports margins by channel and SKU. The service monitors direct sales against state economic nexus thresholds, records gift cards and preorders as liabilities until shipment, and delivers financial statements by the 10th. Work is performed in the seller’s existing tools, and the year-end file includes a 1099-K tie-out and inventory schedules for the CPA.","pricing":{},"features":[{"name":"Marketplace settlement reconciliation","value":"Reconcile Every Channel Payout","valueDescription":"Tie settlement activity to bank deposits rather than recording net deposits as sales."},{"name":"Landed cost per SKU","value":"Calculate Landed Cost Per SKU","valueDescription":"Provide a fuller cost basis for evaluating SKU margins and pricing."},{"name":"Processor clearing and fee tracking","value":"Separate Processor Fees From Sales","valueDescription":"Make processor fees visible in the books."},{"name":"Refund and chargeback tracking","value":"Track Refunds To Their Orders","valueDescription":"Keep refunds and chargebacks connected to relevant orders and periods."},{"name":"Inventory tracking across locations","value":"Track Stock Across Locations","valueDescription":"Connect inventory records across locations and record shrinkage."},{"name":"Channel margin reporting","value":"Compare Margin By Channel","valueDescription":"Compare gross margin across channels and product lines."},{"name":"Economic nexus monitoring","value":"Monitor Direct Sales By State","valueDescription":"Track direct sales against state thresholds."},{"name":"Monthly close and financial statements","value":"Receive Statements By The 10th","valueDescription":"Receive monthly statements and commentary on margin changes."},{"name":"Fulfillment cost per order","value":"Track Fulfillment Cost Per Order","valueDescription":"Make shipping and fulfillment expenses associated with orders visible."},{"name":"Deferred revenue schedules","value":"Record Preorders As Liabilities","valueDescription":"Keep customer payments out of revenue until the order ships."},{"name":"E-commerce performance metrics","value":"Review E-Commerce Performance Metrics","valueDescription":"Use reported business metrics to review e-commerce performance."},{"name":"CPA-ready year-end file","value":"Prepare Records For Your CPA","valueDescription":"Give the tax preparer year-end books and supporting schedules."},{"name":"Existing app and software compatibility","value":"Keep Your Existing Sales Tools","valueDescription":"Continue using existing channels, apps and accounting software."},{"name":"Flat monthly pricing","value":"Keep Monthly Pricing Flat","valueDescription":"Pay one monthly fee for the described scope."}],"marketCategories":[{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"}]},{"name":"Healthcare accounting","anchor":"product-healthcare-accounting","type":"Service","url":"https://www.twelixaccounting.com/industries/healthcare-accounting-services","summary":"Help practices see accurate collections, receivables, provider performance and office costs through reconciled books and timely reporting.","description":"Monthly accounting services for medical and dental practices. Twelix matches payer remittances and patient payments to bank deposits, records contractual adjustments, and reports collections by provider and office. The service includes accounts receivable aging, monthly financial statements and year-end schedules for a CPA. Twelix works with the practice management and accounting systems the practice already uses, without requiring data migration or changes to front-desk workflows.","pricing":{},"features":[{"name":"Remittance and deposit matching","value":"Match Remittances To Deposits","valueDescription":"Connect remittance details to deposits and claims to make shortfalls and missing claims visible."},{"name":"Contractual adjustment tracking","value":"Record Adjustments By Payer","valueDescription":"Separate contractual adjustments from other write-offs in revenue and receivables."},{"name":"Provider production and collections reporting","value":"Report And Reconcile Provider Results","valueDescription":"Give practices a basis to review provider pay and performance."},{"name":"Accounts receivable aging","value":"Prioritize Aged Receivables","valueDescription":"Focus collection follow-up on outstanding balances by age."},{"name":"Monthly close and practice statements","value":"Deliver Statements By The 10th","valueDescription":"Receive practice and office statements on a regular schedule."},{"name":"Patient payment reconciliation","value":"Reconcile Patient Payments","valueDescription":"Help keep patient collections aligned with the ledger."},{"name":"Office-level overhead reporting","value":"Compare Costs By Office","valueDescription":"Show how operating costs compare across locations."},{"name":"Payer mix reporting","value":"Compare Collections By Payer","valueDescription":"See collections by payer category."},{"name":"Existing practice and accounting system compatibility","value":"Keep Your Existing Systems","valueDescription":"Continue using existing practice and accounting software."},{"name":"HIPAA-compliant handling of patient and insurance information","value":"Protect Patient And Insurance Details","valueDescription":"Handle information under HIPAA privacy and security rules."},{"name":"Patient and payer credit tracking","value":"Track Credits Until Resolved","valueDescription":"Keep overpayments visible until refunded or applied."},{"name":"Clinical equipment and loan tracking","value":"Track Equipment And Loans","valueDescription":"Maintain equipment depreciation and reconcile loan balances."},{"name":"Year-end fixed asset schedule","value":"Prepare Year-End CPA Schedules","valueDescription":"Give the CPA information to help complete the tax return."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"SaaS accounting","anchor":"product-saas-accounting","type":"Service","url":"https://www.twelixaccounting.com/industries/saas-accounting-services","summary":"Align SaaS revenue, financial metrics and cash reporting to support clearer board, hiring and growth decisions.","description":"Monthly accounting services for SaaS startups and scale-ups. Twelix matches billing activity and payouts, recognizes subscription revenue over the months covered, and prepares accrual-based statements and metrics tied to the ledger. The service includes monthly close and review, board reporting, burn and runway calculations, R&D cost tagging, and support for multiple entities and currencies. Work is performed in the client’s existing billing, payroll and accounting tools for a flat monthly fee.","pricing":{},"features":[{"name":"Subscription revenue recognition","value":"Recognize Revenue Over Contract Terms","valueDescription":"Show revenue as earned and maintain unearned balances for consistent statements and metrics."},{"name":"MRR and ARR reconciliation","value":"Tie Recurring Revenue Metrics To The Ledger","valueDescription":"Reconcile MRR and ARR reporting with booked revenue."},{"name":"Accrual close and financial statements","value":"Close And Review Accrual-Based Books","valueDescription":"Record income and costs in the appropriate periods and review the close before delivery."},{"name":"Billing and payout reconciliation","value":"Match Billing Activity To Deposits","valueDescription":"Connect billing records to cash recorded in the ledger."},{"name":"Burn and runway reporting","value":"Calculate Burn And Runway From Closed Books","valueDescription":"Base burn and runway reporting on closed books, including accrued bills and payroll."},{"name":"Board and investor reporting","value":"Prepare A Consistent Board And Investor Pack","valueDescription":"Bring financial statements and SaaS revenue and cash metrics together."},{"name":"R&D cost tagging","value":"Tag R&D Costs By Project","valueDescription":"Provide project-level cost detail and supporting information for the CPA."},{"name":"SaaS operating metrics reporting","value":"Report Key SaaS Performance Metrics","valueDescription":"Help customers review business performance using SaaS-specific measures."},{"name":"Payroll and contractor coding","value":"Code Payroll And Contractors By Department","valueDescription":"Organize payroll and contractor costs by department."},{"name":"Commission and prepaid amortization","value":"Amortize Commissions And Annual Prepaids","valueDescription":"Support consistent period-by-period reporting."},{"name":"Multi-entity and currency consolidation","value":"Consolidate Entities With Currency Adjustments","valueDescription":"Produce a group view from separate subsidiary books and currencies."},{"name":"Diligence-ready accounting files","value":"Prepare Reconciled Files For Diligence","valueDescription":"Keep accounting records ready for review."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Client accounting advisory services and virtual CFO services","anchor":"product-client-accounting-advisory-services-and-virtual-cfo-services","type":"Service","url":"https://www.twelixaccounting.com/resources/blog/caas-virtual-cfo-services","summary":"Turn reliable financial records into forecasts, performance insights and strategic guidance for better-informed business decisions.","description":"Twelix builds client accounting advisory services (CAAS) and virtual CFO engagements on the monthly books it already maintains. CAAS adds forecasting, budgeting, KPI tracking, budget-to-actual review and recurring guidance. Virtual CFO services add senior-level financial judgment, cash flow modeling and scenario planning on a fractional, scoped basis. Engagements can include a rolling cash flow forecast, budget-to-actual review, scheduled calls and board-ready reporting. Flat-rate, month-to-month pricing is available, with no hourly billing.","pricing":{},"features":[{"name":"Cash flow forecasting","value":"Forecast Cash Needs","valueDescription":"Use a rolling forecast to plan around cash needs and understand runway."},{"name":"Financial strategy and capital decisions","value":"Guide Strategic Financial Decisions","valueDescription":"Access senior financial judgment on a scoped basis for decisions such as a raise, hire or acquisition."},{"name":"Budgeting and variance review","value":"Compare Results With Budget","valueDescription":"Review actual results against budget as part of recurring financial planning."},{"name":"KPI tracking","value":"Track Key Performance Indicators","valueDescription":"Interpret business performance and support planning with tracked KPIs."},{"name":"Scenario planning","value":"Evaluate Financial Scenarios","valueDescription":"Assess the financial implications of consequential decisions before acting."},{"name":"Recurring advisory reviews","value":"Review Results On Schedule","valueDescription":"Discuss financial changes and their significance in scheduled conversations."},{"name":"Board-ready reporting","value":"Prepare Board-Ready Reports","valueDescription":"Provide a board-ready view based on maintained financial records."}],"marketCategories":[{"name":"Fractional CFO Services","url":"https://nowen.ai/category/fractional-cfo-services"}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://twelixaccounting.com","text":"Twelix Accounting"},{"url":"https://www.twelixaccounting.com/outsourced-bookkeeping-services","text":"Outsourced bookkeeping"},{"url":"https://www.twelixaccounting.com/bookkeeping-cleanup-services","text":"Bookkeeping cleanup and catch-up"},{"url":"https://www.twelixaccounting.com/quickbooks-bookkeeping-services","text":"QuickBooks Bookkeeping"},{"url":"https://www.twelixaccounting.com/xero-bookkeeping-services","text":"Xero bookkeeping services"},{"url":"https://www.twelixaccounting.com/small-business-accounting-outsourcing-services","text":"Small business accounting services"},{"url":"https://www.twelixaccounting.com/tax-preparation-filing-services","text":"Tax preparation and filing"},{"url":"https://www.twelixaccounting.com/industries/ecommerce-bookkeeping-services","text":"E-commerce bookkeeping"},{"url":"https://www.twelixaccounting.com/industries/healthcare-accounting-services","text":"Healthcare accounting"},{"url":"https://www.twelixaccounting.com/industries/saas-accounting-services","text":"SaaS accounting"},{"url":"https://www.twelixaccounting.com/resources/blog/caas-virtual-cfo-services","text":"Client accounting advisory services and virtual CFO services"}]}