Accounting & Financial Reporting

Amplify Your Insights

Do Your Finances Tell The Story?

Access to timely, accurate and relevant financial intelligence can make or break your success. Without it, you’re limited in your ability to make sound strategic decisions about your company’s growth. But few startups possess the professional background or the time required to develop these crystal-clear insights.

Lucky for you, XMI has both.

As your outsourced accounting and financial reporting partner, XMI can help you fill this gap. Our team of professionals becomes an extension of your company, serving a multitude of roles, from bookkeeper to controller to CFO.

What accounting packages do we see the most?


Sage Intacct








Dynamics Great Plains



When you partner with XMI, you’re free to focus on the most important aspects of your business, like growing revenue, developing products and services, and engaging your team.

Click the image to the left or the button below to download our quick sheet of Accounting and Financial Services.

Accounting Services

A firm foundation for business growth starts with your day-to- day transactions


Accounts Payable and Receivable

Ensuring prompt customer and vendor payments is fundamental to growth. From invoicing to collections, XMI can help you manage the full revenue cycle.

Monthly Reconciliation and Reporting

Our standard financial reporting package includes an updated income statement, balance sheet, cash flow and other key financial metrics, delivered to you each month.

Customized to Your Needs

No two startups are the same. XMI offers custom reports tailored to meet the unique needs of your business and accounting system capabilities.

Tax Compliance and State Reporting

Serve as a point of expertise related to tax matters such as W-2s, 1042-S, 1098-T and 1099 and ensure appropriate filing of all federal, state and local tax withholding.

Time Tracking Integration

Access to the newest version of PrismHR with seamless integration to all major accounting and time tracking systems for ease of employee compliance and accuracy.

Strategic Growth Planning

At XMI, we do more than just compile your data. We take time to analyze it, highlighting your strengths and pinpointing potential weaknesses


Actionable Insights

XMI delivers realistic budgets and forecasts, oversees your cash flow management, and identifies and assesses key financial metrics. Our customized reports can help better prepare you for key company events, such as completing an investment round, establishing a new line of credit or embarking on an audit.


Forecasting and Modeling

XMI helps high-growth companies hit their growth benchmarks through expert financial forecasting and modeling, including rolling 12-month forecasts, pricing models and cash flow projections.

Fractional CFO Services

All the benefits of a CFO without the overhead. XMI’s accounting team includes former finance
executives ready to serve as your strategic partners in financial decision-making.

Accounting Optimization

Think beyond Quickbooks to maximize your growth potential


Streamlined Systems

We identify opportunities for optimization and make recommendations that fit your budget and growth goals. We can streamline your accounting operation by integrating financial systems, migrating to cloud-based systems, automating tasks, synchronizing data, and more.

Technology Expertise

It doesn’t matter what accounting software you use now. XMI is skilled in multiple accounting packages, including but not limited to Sage Intacct, Quickbooks, NetSuite, Peachtree, Dynamics Great Plans and Yardi.


Unparalleled Support

Leave the details to us. Whether you’re enhancing an existing system or migrating to a new one, XMI offers seamless implementation and support.

Ready to amplify your ambition with accounting support from XMI?

Experience our comprehensive growth platform today.