Refer your firm's portcos to indinero – quick & easy
Friends don’t let friends manage their business in spreadsheets or do ‘DIY QuickBooks.’
Why refer to indinero?
Monthly integrated roll-up reporting: By the 15th of each month getting a Functional P&L for the previous month. Functional P&L means Expenses and Revenue lines are classified by Department or by type of Revenue. Get timely monthly data regarding tracking key KPIs/metrics – for example, track the number of new clients and the churn rates.
Standardization and Consistency: Standardized (US GAAP complaint) and consistent approach of monthly accounting data input, processing, and classification. The added benefit hereof is enhanced comparison accuracy of financial performance between comparing similar types of companies across the firm’s portfolio.
Cost Predictability: Indinero charges the same fee every month for each 12-month cycle – and that includes all accounting and tax services & solutions for that 12-month cycle.
Timeliness: Timely monthly closing of books and tax returns filings. Monthly close is set to be completed by the middle of each month – for the preceding month’s bookkeeping.
Accounting + Bookkeeping
- Accounts Receivables
- Accounts Payable
- Expense Tracking, Invoicing, and Reporting
- Payroll
- Reconciliations
CFO Advisory
- Strategic Financial Leadership
- Due Diligence
- Investor Relations
- Driving Profitability
- Operational Consulting
Business Tax Services
- Compliance for Federal, State, and Local Taxes
- R&D Tax Credits
- Tax Savings Opportunities: Credits, Deductions, Entity Structuring, and Planning
Financial Planning & Analysis (FP&A)
- Budgeting
- Scenario Modeling
- KPI Analysis
- Financial Models and Forecasts
By the Numbers
Our breadth of experience and established client base tells our success.
Years of Expertise
Tax Savings for Our Clients
Client Satisfaction / NPS score
Combined years of experience
Meet Our Clients
What kinds of companies choose indinero as their financial operations partner?
