Real Stories: How Businesses Simplified Their Books with Atidiv’s Automation

Written by Maximilian Straub | Published on December 25, 2025 | 9 min read

Atidiv is a US accounting firm providing end-to-end accounting and bookkeeping services to businesses of all sizes. Our services cover daily bookkeeping, reporting, and finance support, starting at only $15 per hour. Most of our clients have achieved up to 60% cost savings compared to maintaining in-house accounting teams.

Want to know an irony? As D2C companies grow, their accounting usually evolves last. Yes, in most cases, sales increase and operations expand – but bookkeeping remains fragmented, delayed, or reactive!

The impact? Gradually, this gap creates “blind spots”, such as:

  • Cash shortages appear without warning
  • Inventory numbers stop matching reality
  • Monthly reports arrive too late to be useful

Okay, so what is the solution? It’s hiring established accounting outsourcing companies, like Atidiv, and gaining benefits from their automation + accounting services. Read this article to check out what Atidiv is, how it works, and some latest bookkeeping success stories

What Atidiv is

Atidiv is an accounting outsourcing company that handles finance and accounting work for businesses. Instead of building an internal accounting team, a business can outsource this work to Atidiv. Our services cover:

  • Daily bookkeeping
  • Monthly closing
  • Cash tracking
  • Reporting
  • Financial planning support.

Atidiv has operated for over 16 years and works with businesses at different stages, from early startups to established companies.

What Problem Atidiv is Trying to Solve

Many small and growing D2C companies face these issues:

  • Owners spend too much time on accounting tasks
  • Financial records are delayed or inaccurate
  • Cash position is unclear
  • Inventory and expenses are not tracked properly
  • Hiring full-time finance staff is costly

Atidiv positions itself as a replacement or extension of an internal finance team. To deliver the best results, our team follows a three-step approach:

  1. Discover: We review the business’s current accounting setup, systems, and needs.
  2. Develop: We design an accounting and finance plan based on the business model and volume.
  3. Deliver: We perform daily accounting work and provide regular financial reports.

Atidiv’s Core Finance and Accounting Services

Atidiv maintains a vast network of 390,000+ chartered accountants and CPAs. We serve 70+ global clients, most of whom have achieved cost savings of up to 60% as compared to running in-house teams. Check out our core services:

1. Bookkeeping Services

This covers routine accounting work, including:

  • Recording daily sales and expenses
  • Managing invoices to customers (accounts receivable)
  • Managing bills from vendors (accounts payable)
  • Reconciling bank and credit card accounts every month
  • Preparing financial statements such as:
    • Profit and Loss statement
    • Balance Sheet
    • Cash Flow Statement
  • Creating reports based on business needs

The primary purpose is to keep financial records complete, current, and usable for decision-making.

2. Financial Process Setup and Improvement

This service focuses on structure and controls:

  • Designing accounting processes for startups or growing businesses
  • Defining how transactions should be recorded and reviewed
  • Setting approval flows and review schedules
  • Connecting accounting systems with existing software, such as ERP or billing tools
  • Training internal teams on the new processes

The purpose is to reduce errors and create consistency in accounting work.

3. Strategic Financial Advisory

This service supports planning and analysis rather than data entry:

  • Preparing budgets and forecasts
  • Reviewing cash inflows and outflows
  • Monitoring financial performance against plans
  • Advising on funding options and financial structure
  • Preparing reports for investors or lenders

The purpose is to help business owners understand numbers and plan future actions.

Types of Businesses Atidiv Works With

Type of Client Who This Is What Atidiv Handles Why This Is Useful
Small and medium businesses and startups Business owners running growing companies with limited internal finance staff
  • Sets up accounting systems
  • Records daily transactions
  • Manages monthly closing
  • Scales accounting work as volumes increase
Allows owners to focus on operations while maintaining reliable financial records
Fractional CFOs Part-time or contract CFOs advising multiple companies
  • Prepares financial reports
  • Handles data compilation
  • Supports analysis
  • Executes CFO instructions
Frees the CFO from routine work so they can focus on strategy and decision-making
Accounting firms CPA or accounting firms serving multiple clients
  • Manages bookkeeping
  • Handles reconciliations
  • Performs operational accounting tasks
Helps firms reduce workload and concentrate on advisory and client-facing work

How Did Atidiv Help a NYC-Based Startup?

A New York–based start-up company hired Atidiv to handle its finance and accounting work. The company was already earning more than $10 million per year, but its internal accounting systems were not keeping up with its growth. As a result, management lacked reliable financial information for decision-making.

Problems the Business was Facing

The company had five major accounting and finance issues:

  • Delayed Monthly Closing: 
      1. It took more than 30 days to finalize the monthly accounts. 
      2. This caused delays in management reports, tax preparation, and financial planning.
    1. Incorrect Bookkeeping: 
      1. Many transactions were recorded incorrectly or not recorded at all. 
      2. This led to mismatches in balances and unreliable financial statements.
  • No Inventory Accounting System: 
      1. The business did not track inventory properly.
      2. This made it difficult to know actual stock levels and resulted in inventory losses.
    1. Poor Cash-Flow Visibility: 
      1. Cash-flow forecasts were not prepared regularly. 
      2. When they were prepared, the numbers could not be trusted.
  • High Internal Effort and Cost:
  1. Finance work consumed a large amount of time and money without producing reliable results.

What Atidiv Did

Atidiv took over the finance + accounting responsibilities. Let’s see how Atidiv assisted the startup:

Area of Work What Atidiv Did The Scope of Work How Did it Benefit the NYC Startup?
Dedicated accounting team Assigned senior accountants to handle day-to-day accounting, reviews, and reporting Professionals handled all accounting work instead of the company doing it internally Reduces errors, which saves the owner time
Clean-up of existing books Found and corrected past mistakes, missing entries, and unrecorded transactions Old accounting problems were fixed before moving forward Prevents wrong tax filings, incorrect profits, and misleading financial reports
Standard accounting processes Defined daily and weekly accounting tasks with regular checks Clear rules were set for how accounting work should be done Stops “repeat mistakes” and keeps records accurate month after month
Inventory accounting setup Created a system to calculate COGS and track inventory movement The company could see how much inventory was used and sold Helps control inventory losses and calculate true profit margins
Cash-flow forecasting system Built a model to track money coming in and going out each week The business could see upcoming cash shortages or surpluses Supports payment planning, vendor management, and working capital control

Results Achieved

After these changes, the company saw measurable improvements:

  • Monthly accounts closed in under 10 days
  • More than 99% accuracy in financial records
  • Weekly cash-flow forecasts available
  • 80% reduction in time spent on finance work
  • 50% reduction in finance and accounting costs

What Does this Mean for a VP or Director of a Growing D2C Company?

This bookkeeping success story shows how a growing business can struggle with accounting even when revenue is high. It also shows that:

  • Poor bookkeeping creates delays, errors, and planning risks
  • Inventory and cash-flow tracking are critical for control
  • Outsourced finance teams can replace internal effort with structured systems
  • Reliable financial data improves decision-making and cost control

This bookkeeping success story also explains how putting proper accounting systems and experienced professionals in place can convert disorganized financial data into 100% usable business information.

What are the Pricing Packages of Atidiv?

Businesses can use Atidiv’s finance and accounting services in three different ways. Each package is designed for a different level of involvement – from full outsourcing, to flexible bookkeeping support to high-level financial guidance. Let’s understand in detail: 

Package Name Starting Price Type of Service What Is Included Best Suited For
Essential Accounting Package $1,500 per month Full finance and accounting outsourcing
  • Accounts Receivable (AR)
  • Accounts Payable (AP)
  • Monthly closing of books
  • Payroll processing
  • Inventory management
Businesses that want to outsource their entire finance and accounting function
Flexi Pay-as-you-go Bookkeeping Package $15 per hour Flexible bookkeeping support Part-time or full-time bookkeeping based on business needs Businesses with variable accounting workload or limited ongoing requirements
Strategic Advisory On-Demand $18 per hour Financial advisory services
  • Scenario planning
  • Investor reporting
  • Business-focused financial guidance
Businesses that need financial planning and decision support, rather than daily accounting

Want to hire Atidiv in 2026? For more information, you can book a free consultation call.

Bookkeeping Success Stories FAQs

1. What problems do bookkeeping success stories usually highlight?

Most bookkeeping success stories show how businesses resolved:

  • Delayed closings
  • Incorrect records
  • Missing transactions
  • Unclear cash positions

Additionally, some stories demonstrate how compliant + clean books helped owners understand profits, control costs, and meet tax and reporting requirements on time.

2. How does proper bookkeeping change day-to-day business decisions?

Accurate books provide accurate data on revenue, expenses, and cash balances. This allows VPs and directors of D2C companies to decide when to:

  • Hire
  • Restock inventory
  • Delay expenses
  • Pursue growth

Always remember that accurate books of accounts allow taking decisions that are based on facts rather than assumptions or outdated numbers.

3. When should a business outsource its finance and accounting work?

A business should consider hiring an accounting outsourcing company when:

  • Accounting tasks consume owner time
  • Monthly closing is delayed
  • Reports do not represent a true and fair position of the business

Furthermore, outsourcing is also useful when transaction volume increases, but hiring a full internal team is not cost-justified.

4. Will outsourcing accounting reduce control over my financial data?

No! The D2C company retains ownership and access to all financial data. Usually, established US accounting firms, like Atidiv, work within:

  • Agreed processes
  • Approval limits
  • Reporting schedules

They also offer regular reviews and prepare detailed reports to ensure transparency + accountability.

5. Why do many growing businesses struggle with bookkeeping before outsourcing?

As transactions increase, manual tracking and part-time accounting fail to keep pace. As a result, D2C companies witness the following:

  • Accumulation of errors
  • Delayed reconciliations
  • Reports lose reliability

Usually, in such cases, small businesses should hire accounting outsourcing companies, like Atidiv. They let their professional experts work on your books of accounts from Day 1.

6. What measurable results are seen in bookkeeping success stories?

Some common outcomes include:

  • Faster monthly closing
  • Reduced accounting costs
  • Improved accuracy
  • Regular cash-flow reporting
  • Fewer compliance issues

By hiring a US accounting firm, you may operate with more predictability and financial discipline.

7. Which technology platforms does Atidiv support?

Atidiv works with common accounting systems, including:

  • QuickBooks
  • NetSuite
  • Sage
  • FreshBooks
  • Zoho
  • Xero

The advantage? D2C companies and consumer brands working with Atidiv are not required to change their existing accounting software.

Our data-
driven process unlocks growth opportunities.

1

Discover

We listen to your needs and identify where we can support you.

2

Develop

We create a tailored plan to achieve your goals.

3

Deliver

We help you grow your business as an extension
of your team.