We help accounting firms build modern technology ecosystems.
Strategy, software selection, AI adoption, automation, and training for accounting and bookkeeping firms, so your team spends its time on client work, not on moving data between tools.
Built for owners, operations leaders, and technology managers at accounting, bookkeeping, and CAS firms that have outgrown their spreadsheets.
| Phase | Handoff | Status |
|---|---|---|
| Lead & discovery | Calendly HubSpot | Connected |
| Scoping & proposal | Ignition QuickBooks | Connected |
| Client onboarding | Typeform TaxDome | Manual |
| Work creation | Karbon Google Drive | Manual |
| Delivery & tasks | ADP QuickBooks | Broken |
| Invoicing & payments | QuickBooks Stripe | Connected |
What we solve
The problems that follow growth
- 01
Manual work that shouldn't exist
Data re-keyed between systems that could talk to each other. We find those handoffs and automate them.
- 02
Software sprawl
Tools bought one urgent Tuesday at a time, overlapping and half-used. We rationalize the stack and cut what costs more than it returns.
- 03
AI uncertainty
Everyone says adopt AI; nobody says where it actually helps a firm your size. We separate the useful from the noise and implement what earns its keep.
- 04
Processes that live in people's heads
When workflow is tribal knowledge, growth and hiring hurt. We document, standardize, and train.
Start here: the free Workflow Assessment
See your firm the way we see it
The Workflow Assessment is a free, self-serve diagnostic. Answer a guided intake about the tools you use and how work moves between them, about 15 minutes, and your results are instant: your entire stack drawn across the six phases of client work, every handoff typed, every gap flagged, every finding tied to a source. No software connections, no data access, no call required. It's the evidence a technology plan should be built on, and it's yours whether or not we work together further.
Verified against our production catalog at every site build.
The assessment runs on our research catalog of the accounting software ecosystem: the platforms below and a hundred more, with their integrations verified against vendor documentation.
- QuickBooks Online
- Xero
- Karbon
- Canopy
- TaxDome
- Ignition
- Gusto
- Bill.com
- Expensify
- Dext
- Calendly
- Zapier
What we do
Four practice areas
Strategy & Advisory
Technology strategy, roadmaps, software selection, and fractional technology leadership for firms without a CTO.
02Assessments & Audits
Technology assessments, workflow assessments, AI-readiness reviews, and stack audits: the evidence that drives every plan.
03Implementation & Automation
Software implementation, system integration, automation, and practical AI adoption, done with your team.
04Education & Enablement
Training, workshops, and best practices, so the firm runs the system without us.
Questions
Straight answers
- What kind of firms do you work with?
- Accounting firms, bookkeeping firms, and CAS practices, typically under ten people, where the owner makes the technology decisions and feels every inefficiency personally. If your firm is bigger, or the problem isn't technology, we'll say so on the first call.
- What is the Workflow Assessment?
- A free, self-serve diagnostic: you answer a guided intake about the tools you use and how work moves between them, about 15 minutes, and the platform instantly draws your current-state map across the six phases of client work, with scored findings: integrations to turn on, duplicate tools, uncovered phases. It requires no software connections, no data access, and no call with anyone.
- What happens after an assessment?
- Your results are instant. The map and scored findings are yours the moment you finish the intake. Some firms act on them on their own; the findings are built to allow that. If you want help, you can optionally schedule a strategy call and we'll turn the findings into a prioritized plan together.
- Can you help us adopt AI?
- Yes, practically. We assess where AI genuinely helps a firm your size (document intake, categorization, client communication, review workflows), implement the tools that earn their keep, and skip the ones that don't. No pilots that never end.