Your Business Deserves More

Than Just Clean Books

We combine bookkeeping, financial analysis, and reporting into one seamless subscription — so you always know exactly where your business stands.

Start Your Free Month →
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Everything Your Business Needs.

One Simple Subscription.




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Bookkeeping


Stop spending time on spreadsheets. We handle every transaction, reconciliation, and record — keeping your books tax-ready every single month so you can focus on running your business.

Financial Analysis


Go beyond the numbers. We turn your financials into clear, actionable insights — identifying trends, risks, and opportunities so every decision you make is backed by real data, not guesswork.

Financial Reporting


Get crystal-clear monthly reports tailored specifically to your business. No fluff, no jargon — just the insight you need to stay agile, confident, and always one step ahead.

RILO

Scale Faster with Clarity

We replace the patchwork of bookkeepers, analysts, and reporting tools with one streamlined service.We help growing businesses stay in full control of their numbers, understand performance, and make confident decisions — without the cost of a full internal finance team.

Built for businesses that want to grow smarter, not just faster.

Simple. Predictable. Reliable.

10th of every month

Your reports delivered guaranteed

Same day support for

Fast, responsive support for every client.

One flat monthly rate

No hourly billing surprises ever







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Insight Built to Scale With You


We break down complex financial data into clear, digestible insights — giving you exactly what you need to scale withconfidence, speed, and clarity.


Budget Analysis

Stop guessing where your money is going. We track every dollar against your plan so you always know if you're on target — and what to do when you're not.


Profit & Revenue Analysis

Understand exactly what's driving your revenue and where your margins are leaking. We surface the insights that protect your profitability as you grow.


Cash flow analysis

Know precisely where your cash comes from, where it goes, and how much runway you have — so you're never caught off guard by a slow month or unexpected expense.


Risk and scenario analysis

See potential risks before they become real problems.We model out different scenarios so you can make proactive decisions instead of reactive ones.


Cost & Expense Analysis

Identify exactly where you're overspending and where smarter allocation could unlock more profit — without cutting the things that actually drive growth.


Growth Projections

Plan your next move with confidence. We build data-driven forecasts that give you a clear picture of where your business is headed and how to get there faster.

Learn More






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Save Costs ✓
Gain Financial Clarity ✓
Stay Audit & Tax Ready ✓

Reduce Overhead Costs

Hiring a bookkeeper, analyst, and part-time CFO separately is costly, fragmented, and completely unnecessary.

A part-time CFO alone costs $5,000–$8,000per month. A full-time bookkeeper runs $40,000–$60,000 per year. Most businesses are paying for three separate services when one streamlined subscription covers everything.
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Lyquid Finance replaces all of it. One subscription. One flat monthly rate. Everything your business needs — at a fraction of the cost.

Turn Raw Data into Real Strategy

When financial data is buried or under-analyzed, you're forced to make gut decisions. Key metrics get missed. Trends go unnoticed. Risk multiplies.
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Lyquid Finance turns your raw numbers into actionable intelligence. With financial analysis designed for clarity, you get real-time visibility into KPIs, performance trends, risks, and opportunities — so you can lead with confidence, not guesswork. Every month. Without fail.

Keep Your Data Organized

Disorganized records create chaos at tax time. Late reconciliations and missing documents cause stress, delays, and serious audit risks.

We keep your financials clean, organized, and always accessible. Every transaction reconciled. Every document in order. Year-end package prepared for your tax preparer every single year.


With Lyquid Finance you're never scrambling — because everything is always already done.

Financial Clarity Anytime You Need it



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Access 24/7

Your financial data is always live and always available — so you're never waiting on a report to make an important decision.

Customizable & Scalable

Your dashboard grows with your business. Customize views, add metrics, and scale your reporting as your company evolves — effortlessly.

Real-Time Data Refresh

Your dashboard updates daily with the latest numbers, so every insight you're looking at reflects exactly where your business stands today.

Actionable Insights

We don't just show you numbers. We flag what matters — so you can instantly spot trends, risks, and opportunities without digging through data.







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Discover the Perfect Plan for Your Company

Get started risk-free with our 1-month money-back guarantee. No contracts. No lock-ins. Scale up or pause anytime.
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Select your company’s monthly expenses

$0 – $40k
$40k – $100k
$100k – $200k
Essential

$597/month

For companies that need clean, accurate books and a clear financial picture
‍
Order Essential Now
FEATURES
Accounting Services
Full service bookkeeping
Monthly statements & reports by the 10th
Year-end package for your tax preparer
Bank & credit card reconciliation
Receipt Tracking
Financial Reporting
Monthly P&L statement
Monthly cash flow statement
Monthly balance sheet
Basic KPI performance snapshot
Premium Support
Support: 1 business day
Dedicated client portal access
Pro

$797/month

For companies that need clarity, structure, and financial insight to grow with confidence.
‍
Order Pro Now
FEATURES

Everything in Essential, plus:

Accounting Services
Full service bookkeeping
Monthly statements & reports by the 10th
Year-end package for your tax preparer
Sales tax tracking & reporting
Financial Analysis & Reporting
KPI performance dashboard
Performance trend analysis
Budget vs actual analysis
Profitability & expense analysis
Cash flow performance analysis
Premium Support
Support: 1 business day
Dedicated client portal access

‍
Executive

$997/month

For companies that require advanced financial insight and analytical control.
Order Executive Now
FEATURES

Everything in Essential and Pro, plus:

Accounting Services
Full service bookkeeping
Monthly statements & reports by the 10th
Year-end package for your tax preparer
Vendor & contractor payment tracking
Financial Analysis & Reporting
Custom KPI performance dashboard
Performance trend analysis
Budget vs actual analysis
Profitability & expense analysis
Cash flow performance analysis
Budgeting & financial goal tracking
Cash burn & runway analysis
Scenario & sensitivity modeling
Industry benchmark analysis
Quarterly performance reports
Annual performance report
Premium Support
Same day response (priority)
Dedicated client portal access
Essential

$797/month

For companies that need clean, accurate books
‍
Order Essential Now
FEATURES
Accounting Services
Full service bookkeeping
Monthly statements & reports by the 10th
Year-end package for your tax preparer
Bank & credit card reconciliation
Bank & credit card reconciliation
Financial Reporting
Monthly P&L statement
Monthly cash flow statement
Monthly balance sheet
Basic KPI performance snapshot
Premium Support
Support: 1 business day
Dedicated client portal access
Pro

$1,297/month

For companies that need clarity, structure, and financial insight.
Order Pro Now
FEATURES

Everything in Essential, plus:
‍

Accounting Services
Full service bookkeeping
Monthly statements & reports by the 10th
Year-end package for your tax preparer
Sales tax tracking & reporting
Financial Analysis & Reporting
KPI performance dashboard
Performance trend analysis
Budget vs actual analysis
Profitability & expense analysis
Cash flow performance analysis
Premium Support
Support: 1 business day
Dedicated client portal access
‍

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Executive

$1,897/month

For companies that require advanced financial insight and analytical control.
Order Executive Now
FEATURES

Everything in Essential and Pro, plus:
‍

Accounting Services
Full service bookkeeping
Monthly statements & reports by the 10th
Year-end package for your tax preparer
Vendor & contractor payment tracking
Financial Analysis & Reporting
Custom KPI performance dashboard
Performance trend analysis
Budget vs actual analysis
Profitability & expense analysis
Cash flow performance analysis
Budgeting & financial goal tracking
Cash burn & runway analysis
Scenario & sensitivity modeling
Industry benchmark analysis
Quarterly performance reports
Annual performance report
Premium Support
Same day response (priority)
Dedicated client portal access
Essential

$997/month

For companies that need clean, accurate books
‍
Order Essential Now
FEATURES
Accounting Services
Full service bookkeeping
Monthly statements & reports by the 10th
Year-end package for your tax preparer
Bank & credit card reconciliation
Receipt Tracking
Financial Reporting
Monthly P&L statement
Monthly cash flow statement
Monthly balance sheet
Basic KPI performance snapshot
Premium Support
Support: 1 business day
Dedicated client portal access
Pro

$1,597/month

For companies that need clarity, structure, and financial insight.
Order Pro Now
FEATURES

Everything in Essential, plus:
‍

Accounting Services
Full service bookkeeping
Monthly statements & reports by the 10th
Year-end package for your tax preparer
Sales tax tracking & reporting
Financial Analysis & Reporting
KPI performance dashboard
Performance trend analysis
Budget vs actual analysis
Profitability & expense analysis
Cash flow performance analysis
Premium Support
Support: 1 business day
Dedicated client portal access
‍

‍
Executive

$2,497/month

For companies that require advanced financial insight and analytical control.
Order Executive Now
FEATURES

Everything in Essential and Pro, plus:
‍

Accounting Services
Full service bookkeeping
Monthly statements & reports by the 10th
Year-end package for your tax preparer
Vendor & contractor payment tracking
Financial Analysis & Reporting
Custom KPI performance dashboard
Performance trend analysis
Budget vs actual analysis
Profitability & expense analysis
Cash flow performance analysis
Budgeting & financial goal tracking
Cash burn & runway analysis
Scenario & sensitivity modeling
Industry benchmark analysis
Quarterly performance reports
Annual performance report
Premium Support
Same day response (priority)
Dedicated client portal access

No Contracts. No Commitments.

Lyquid Finance is 100% subscription-based. That means no long-term commitments, no cancellation fees, and no fine print to worry about. You're in control — scale up, pause, or cancel your plan anytime with zero friction.

We built it this way because we believe the only reason you should stay is because we're delivering real value every single month.

What That Means for You


You’ll be billed month-to-month, with no long-term contracts or cancellation fees. You can pause or cancel your service anytime.





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Earn $250
in Credit for Every Referral
When you successfully refer a new client, you'll receive $250 in account credit towards your future services, and they'll receive $250 in account credit There’s no limit—refer multiple companies and maximize your savings!

Your Gateway to Financial Mastery and Company Growth

Explore tailored financial insights, industry-leading accounting strategies, and innovative methods to help your company grow and thrive in today's dynamic marketplace.

Highlighted
Financial Analysis
Accounting
Budgeting
Financial Analysis

Maximizing Profit Margins with Expense Optimization

To maximize profits, optimize expenses by reducing costs and improving resource allocation.

Explore More
Budgeting

Forecasting and Rolling Budgets: Staying Ahead with Predictive Analytics

Rolling forecasts offer more accurate financial projections than static budgets in dynamic environments.

Explore More
Financial Analysis

Scenario Planning in Financial Forecasting

Scenario planning helps businesses anticipate challenges and make informed decisions amidst market volatility.

Explore More
Financial Analysis

Variance Analysis: Enhancing Financial Control through Budgetary Precision

Rolling forecasts, unlike static budgets, provide more accurate financial projections in dynamic environments.

Explore More
Financial Analysis

Maximizing Profit Margins with Expense Optimization

To maximize profits, optimize expenses by reducing costs and improving resource allocation.

Explore More
Financial Analysis

Why Liquidity Matters in Financial Analysis

Liquidity analysis to assess a company's financial health and resilience accurately.

Explore More
Financial Analysis

Scenario Planning in Financial Forecasting

Scenario planning helps businesses anticipate challenges and make informed decisions amidst market volatility.

Explore More
Financial Analysis

Variance Analysis: Enhancing Financial Control through Budgetary Precision

Rolling forecasts, unlike static budgets, provide more accurate financial projections in dynamic environments.

Explore More
Accounting

Accounting Analysis: A Key to Financial Decision-Making

Effective accounting analysis is at the heart of strategic financial decision-making. It goes beyond bookkeeping and financial reporting.

Explore More
Accounting

The Role of Financial Ratios in Accounting Analysis

Financial ratios are fundamental tools in accounting analysis, offering valuable insights into a company’s performance.

Explore More
Accounting

Cash Flow Analysis: The Lifeline of Financial Stability

Cash flow analysis is a crucial aspect of accounting analysis, providing insights into a company’s liquidity, solvency, and overall financial health.

Explore More
Accounting

The Impact of Accounting Analysis on Business Strategy

Accounting analysis plays a critical role in shaping business strategy by providing insights that drive financial efficiency.

Explore More
Budgeting

Forecasting and Rolling Budgets: Staying Ahead with Predictive Analytics
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Rolling forecasts offer more accurate financial projections than static budgets in dynamic environments.

Explore More
Budgeting

Strategic Budgeting: A Data-Driven Approach to Financial Efficiency

Budgeting is a cornerstone of financial management, enabling businesses to allocate resources effectively, control costs, and ensure long-term financial stability.

Explore More
Budgeting

Precision Budgeting: Enhancing Financial Agility and Strategic Growth

Budgeting has evolved from a rigid, static process into a dynamic financial strategy that drives business agility and resilience.

Explore More
Budgeting

Dynamic Budgeting: A Proactive Approach to Financial Mastery

Dynamic budgeting empowers businesses to move beyond rigid financial constraints by adopting an adaptive, real-time approach to resource management.

Explore More

Frequently Asked Questions

Our FAQs are designed to offer comprehensive and clear information.

How do I know which plan is right for my company

Choosing the right plan depends on your company's specific financial needs and growth goals. Here’s a simple guide to help you make the best decision:
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Essential: Ideal if you need clean books, core financial reports, core financial analysis, and real-time visibility through a performance dashboard.

‍Pro: Built for companies ready to scale. Includes everything in Essential, plus comprehensive financial analysis, inventory analysis, financial health analysis, a custom performance dashboard, and deeper insights to support growth.

‍Executive: Designed for companies that need full control and strategic oversight. Includes everything in Essential and Pro, premium reporting, advanced analytics, electronic accounts payable, and priority support.

Can I switch between packages if my company needs change?

Yes. You can upgrade or downgrade your plan anytime. If your needs shift, we’ll help you make a seamless transition.

Can Lyquid Finance help prepare my financial information for tax filing?

Absolutely. We generate the reports you need and organize your data so tax season is fast and simple.

How do Lyquid Finance's services differ from traditional accounting firms?

We combine expert guidance with real-time tech. Unlike traditional firms, our platform gives you customizable insights, AI-powered reports, and always-on access to your numbers.

What types of businesses do you work with?

We work with startups, growing companies, and established enterprises across industries. If you need streamlined accounting and clear financial reporting, we’re built for you.

How secure is my financial data with Lyquid Finance?

We use enterprise-grade security and a PCI DSS Level 1 certified infrastructure. Your data is encrypted, access-controlled, and always protected by leading security protocols.

Do I need to sign a long-term contract to use Lyquid Finance's services?

No. All plans are month-to-month. Use Lyquid Finance for as long as it brings value—no lock-in, ever.







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