Our Process for Smarter Accounting and Business Growth
At IntegriLytics, we take pride in being a trusted partner to every business we serve. Our team delivers personalized accounting and business management services designed to fit your goals, operations, and growth stage. We combine deep financial insight with practical strategy to help you streamline processes, strengthen decision-making, and build long-term stability.
Connect With Us
It all begins with a complimentary 30-minute consultation where we discuss your goals, challenges, and financial management needs. This initial call helps us understand your business and determine how our accounting and business management services can best support you.
If it feels like a strong fit, we’ll schedule a follow-up meeting tailored to your situation. For businesses near our office locations, we’re glad to meet at your workplace or a convenient nearby spot. For clients outside our area, we offer remote sessions or can travel onsite for more complex accounting and setup needs to ensure a smooth, efficient start. Ready to take the next step? Contact us today to schedule your consultation.
“You don’t have to see the whole staircase, just take the first step.”
Preliminary Assessment
Our Preliminary Financial Review is a comprehensive evaluation of your business’s financial health. In this session, we review your current accounting system, bookkeeping processes, and overall operational setup while building on insights from our initial consultation.
This is where we take a closer look at what’s working, identify challenges, and uncover opportunities for improvement in your accounting and business management structure. You can share your goals, pain points, and financial concerns openly — the more we understand your business, the better we can deliver clear, practical guidance.
The goal of this stage is to help you feel confident in our partnership and to ensure we have the clarity needed to recommend the right accounting and business management services for sustainable growth.
“The way to get started is to quit talking and begin doing.”
Your Action Plan
After the preliminary assessment, we develop a detailed action plan tailored to your business’s goals and priorities. This plan outlines the steps needed to optimize your accounting and business management processes, address operational challenges, and implement effective financial strategies.
For clients with minor adjustments, the plan is straightforward, while businesses requiring more complex solutions receive a comprehensive approach covering multiple areas, including human resources and payroll management. Once the plan is prepared, we review it with you, make any necessary refinements, and ensure all legal, IRS, and compliance considerations are addressed before moving to implementation. Learn more about our human resources services and how they integrate with your overall financial strategy.
“Success is a team sport.”
Onboarding
Once you approve your action plan, we finalize the engagement by signing the agreement, which confirms your selected accounting and business management services. You can update your service selections at any time through a revised service form.
Next, we set up your business in our system and introduce the team members who will be collaborating with you, ensuring seamless coordination between your team and ours. With everything in place, we begin executing the plan, providing clear guidance and expert support every step of the way.
We’re ready, you’re ready — let’s get to work.
“You may encounter many defeats, but you must not be defeated. In fact, it may be necessary to encounter the defeats, so you can know who you are, what you can rise from, how you can still come out of it.”