Services
Four practices, one signed-off ledger.
Each engagement runs on the same Numerus stack: AI handles the throughput, our partners handle the judgment.
01
Continuous Bookkeeping
Daily ingestion, categorization, reconciliation, and close. Your books are never older than the last transaction.
- —Bank & card reconciliation
- —Multi-entity consolidation
- —Receipt capture & matching
- —Monthly close in days, not weeks
02
Tax Strategy & Filing
Year-round modeling, not a March scramble. Federal, state, and entity-level strategy under a partner's signature.
- —Quarterly estimates
- —Entity structuring
- —R&D and credit capture
- —Federal & state filings
03
Fractional CFO
Forecasting, pricing, fundraising support, and board-ready reporting at a fraction of a full-time hire.
- —13-week cashflow
- —Scenario modeling
- —Board packets
- —Investor diligence support
04
Controls & Audit Readiness
Documented processes and clean trails so audits, due diligence, and lender reviews go quietly.
- —SOC-friendly controls
- —Approval workflows
- —Audit defense
- —Policy documentation
DIY alternative
Want the engine without the engagement?
Nubix is the same intelligence as a self-serve SaaS. Run your own books with our AI under the hood.