Our Solutions For You

Innovative bookkeeping and advisory services for accounting firms.

QuickBooks/Xero Setup & Cleanup

We audit and reorganize your Chart of Accounts, optimize bank-feed configurations, and apply AI-backed recommendations to ensure clean, reliable data from day one. By automating reconciliation and removing duplicate or miscategorized accounts, your firm can eliminate manual bookkeeping errors and save significant time each month.

Cash-Flow Forecasting & Anomaly Alerts

Our AI generates rolling 13-day cash-flow projections and flags unusual transactions before they impact your bottom line. With proactive insights into shortfalls and expense spikes, you can advise clients confidently and avoid last-minute surprises.

EvellereAI Platform

EvellereAI will integrate seamlessly with QuickBooks and Xero to automate transaction imports, smart categorization, and bank reconciliations—freeing your team to focus on higher-value advisory work. In development now, it will also deliver predictive cash-flow models and real-time anomaly detection to transform your clients’ financial operations.

Monthly Financial Reporting & Commentary

Each month, receive professionally branded P&L, Balance Sheet, and cash-flow reports complete with AI-generated executive summaries and variance analysis. By presenting key trends and actionable recommendations, you’ll strengthen client trust and position your firm as a strategic partner.

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Targeted Marketing & Digital Strategy

EvellereMedia crafts SEO-optimized websites, LinkedIn thought leadership content, and referral-driven email sequences to attract small businesses, e-commerce shops, and startups in your area. Through local SEO, Sponsored InMail campaigns, and free educational webinars, we ensure your firm consistently generates qualified leads.

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