Fortiviti (Originating from Fortitude and Productivity) provides integrated accounting services that produce quality financial information for business owners to utilize to drive growth and profitability. Our tried-and-true streamlined processes give you reassurance in knowing that things are done right.  Our team of controllers provides value to business owners by giving them insights to their financials that they wouldn’t otherwise have.  We become a part of our client’s team and integrate into all important aspects of business through our month-end or full-service accounting, payroll, and HR services.

Month End Service

• Client handles the day-to-day accounting activities, such as paying bills, invoicing clients, and entering activity into the accounting system
• At month end, Fortiviti will:
  • Reconcile accounts
  • Close the books
  • Provide financial reporting
  • Meet with client monthly to review the financial statements
• Annually, Fortiviti will provide financials and support to Client’s Tax CPA

Full-Service Accounting

• Client operates the core business, while Fortiviti handles the day-to-day accounting activities.
• Daily and weekly, Fortiviti will:
  • Pay vendor bills
  • Invoice clients
  • Reconcile banks
  • Provide Weekly Updates
  • Provide Weekly Cashflow Forecasting
  • Perform Month End Close
  • Meet with client weekly and monthly to review activity and financial statements
• Monthly, Fortiviti will:
  • Reconcile accounts
  • Close the books
  • Provide financial reporting
  • Meet with client monthly to review the financial statements
• Annually, Fortiviti will provide financials and support to Client’s Tax CPA

CFO Services

• Provide strategic-level analysis
• Assist in operational business decisions

Payroll

• Review and approve employee’s time
• Review benefits elections
• Process payroll
• Submit and report payroll taxes

HR

• Create handbooks, policies, etc.
• Manage employee questions and concerns
• Manage HR compliance
• Resolve HR issues

Team Structure:

Accounting Services

• Client Services Team Director
  • Controller
    • Staff Accountant

Payroll & HR Services

• Director of Payroll & HR
  • Payroll Manager