Klizo

Structured Financial Management For Growing Businesses

Klizos provides robust accounting and financial support to ensure compliance, improve visibility, and enable smart, data-driven decisions for your business journey.

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End-to-End Accounting & Finance Operations

Reliable property-level accounting support for receivables, payables, reconciliations, reporting, and month-end financial control.

Property Accounting Setup

Tenant setup, chart of accounts mapping, and bank configuration for accurate property-level tracking.

Receivables Management

Monthly rent charges, payment posting, tenant ledger reconciliation, fees, deposits, and prorations.

Payables & Expense Allocation

Vendor invoice recording, AMEX transaction management, expense allocation to correct properties and accounts, and vendor payment support.

Loan & Mortgage Accounting

Recording loan proceeds, posting payments, splitting principal and interest, and maintaining amortization schedules.

Month-End Close & Reconciliations

Bank and credit card reconciliations, adjusting journal entries, error corrections, property financial verification, and intercompany transfers.

Financial Reporting & Communication

Preparing financial reports and communicating results with property managers, asset managers, vendors, CPAs, and owners.

Core Pillars Of Our Finance & Accounting Services

Autonomous operations driven by agentic AI and intelligent platforms

End-to-end financial process automation reducing manual work by 75%

Real-time financial visibility and analytics for faster decision-making

Scalable AI-driven accounting workflows that grow with your business

Industries We Support

Accounting and finance support tailored for:

Bookkeeping & Financial Records Management

Accurate, up-to-date financial records are the foundation of sound business decisions. Our team handles day-to-day book keeping, accounts payable/receivable, bank reconciliation, and financial record management - giving you clean books and peace of mind.

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AI & Technology Startups

Technology startups often focus on product development while financial systems remain underdeveloped. Klizos helps startups implement structured accounting processes, financial planning frameworks, cost monitoring systems, and investor-ready financial reporting. This ensures startups maintain financial clarity while focusing on innovation and product development.

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Tax Planning & Compliance

Strategic tax planning, quarterly filings, and year-end compliance to minimize your tax burden while staying fully compliant. We work across multiple jurisdictions and adapt to changing tax regulations.

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CFO Advisory Services

Fractional CFO services for startups and growing businesses. We provide financial strategy, fundraising support, investor reporting, budgeting, and forecasting - all the expertise of a full-time CFO at a fraction of the cost.

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Accounts Payable & Receivable Automation

Streamline your AP/AR workflows with intelligent automation. We implement systems that reduce manual data entry, accelerate collections, optimize cash flow, and provide real-time visibility into your financial position.

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Financial Systems & Tool Implementation

We help businesses select, implement, and optimize financial tools - from QuickBooks and Xero to custom ERP integrations. Our goal is to build a financial technology stack that scales with your growth.

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Service Overview

More Than Just Bookkeeping And Tax Compliance.

Our Financial Systems Are Designed For Accuracy, Security, And Long-Term Operational Excellence. From Automated Workflows To Intelligent Reporting And Business Intelligence, We Deliver Finance Solutions That Support Startups, SMBs, Enterprise Organizations, eCommerce Brands, And SaaS Companies With Reliable, Compliant, And Performance-Driven Financial Operations.

At Klizos, Finance & Accounting Is Implemented With Strategic Intent. We Focus On Solving Real Financial Challenges, Empowering Data-Driven Decision-Making, And Building Scalable Financial Infrastructure That Grows With Your Business.

Service Overview

Our Core Team

Our team combines deep technical expertise with real-world business understanding. We collaborate closely, challenge assumptions, and focus on outcomes rather than outputs.

Supriya Patra Ricard

Supriya Patra Ricard

COO

Adam Lambert

Adam Lambert

Advisor & Partner

Juan Pablo Granda

Juan Pablo Granda

Client Coordinator

Frequently Asked Questions

Find clear answers to the most common questions about Klizo Solutions

We offer comprehensive financial services including bookkeeping, tax planning, financial reporting, CFO advisory, AP/AR automation, and financial systems implementation. Our services are tailored for startups, SMBs, and growing enterprises.

Still Have Questions?

Can't find the answer you're looking for? Reach out to our team directly. We respond within 24 hours.

Your One-Stop Partner to Build, Launch, and Scale

We combine strategy, design, engineering, and growth into a single streamlined workflow. So you don't have to manage multiple teams or vendors.

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