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Finance transformation

Outsourced accounting, close automation, ERP migration, payroll and tax, and FP&A, led by a Chartered Accountant and CPA.

Bank and cardsInvoices and billsBilling and salesPayrollAutomatedreconciliationLedgerCloseReportsForecasts

Outsourced accounting and close

Day-to-day bookkeeping and a disciplined month-end close, run on a calendar with documented procedures.

  • Bookkeeping and transaction processing
  • Accounts payable and receivable
  • Monthly close and account reconciliations
  • Internal management reporting

Close automation and reconciliations

Replace manual spreadsheets with automated bank feeds, matching rules and reconciliations, so the close takes days instead of weeks.

  • Bank and card feed automation
  • Automated reconciliation rules
  • AI-assisted invoice and receipt capture
  • Close checklists and task tracking

ERP selection and migration

Outgrown QuickBooks? We help choose the next system and move your history across cleanly.

  • QuickBooks and Xero setup and cleanup
  • Moves to NetSuite, Sage Intacct or Dynamics 365
  • Chart of accounts redesign
  • Data migration and integration

Payroll and tax

Payroll run correctly and on time, and tax returns prepared with planning that looks ahead, not just back.

  • Payroll processing and payroll tax filings
  • Business and individual tax preparation
  • Tax planning
  • Multi-state sales and use tax compliance

FP&A and reporting

Budgets, forecasts and scenario models that leadership actually uses to make decisions.

  • Annual budgets and rolling forecasts
  • Scenario and cash-flow modeling
  • KPI and margin reporting
  • Finance data marts and CFO dashboards

Fractional CFO and controller

Senior finance leadership for companies that need the expertise without a full-time hire.

  • Finance function design
  • Board and investor reporting support
  • Pricing, margin and cash strategy
  • Controls and process improvement

US and India cross-border

For businesses operating in both countries, one team that understands both accounting systems and both time zones.

  • US entity setup and registrations
  • Cross-border bookkeeping coordination
  • Intercompany tracking
  • Coordination with India-based advisers

Nirvanya Tech and Finance Solutions LLC is not a CPA firm and is not registered with the Texas State Board of Public Accountancy. We do not provide audit, review, compilation, or any other attest services.

Related solutions

Programs we deliver end to end. See all solutions.

Finance transformation

Finance modernization with AI

A faster close, automated reconciliations and a live view of cash and margin for leadership.

  • ERP migration and chart of accounts redesign
  • AI invoice and receipt processing
  • Finance data mart and CFO dashboards
See the solution blueprint
Finance operations

Outsourced accounting and monthly close

A complete accounting function on a monthly calendar, with documented procedures and on-time reporting.

  • Bookkeeping, AP and AR
  • Reconciliations and accruals
  • Monthly management reports
See the solution blueprint
Finance systems

QuickBooks to NetSuite migration

Move to a scalable ERP with clean history, a redesigned chart of accounts and connected systems.

  • System selection and design
  • Data migration and validation
  • Integrations and training
See the solution blueprint
Compliance

Multi-state payroll and sales tax

Payroll and sales tax handled correctly across every state you operate in, on a filing calendar.

  • Payroll processing and filings
  • Sales tax registrations and returns
  • Nexus monitoring
FP&A

Budgeting and cash forecasting

Driver-based budgets and rolling forecasts that show leadership where cash and margin are heading.

  • Driver-based budget model
  • 13-week cash forecast
  • Scenario planning

Have a data, AI or finance challenge?

Tell us what you need. Our team will set up a no-cost discovery call.

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