We automate your accounting firm processes so you can bring on more clients and take more time off

No. We don’t sell software.

You might have seen software companies promising they’re “all-in-one” solutions, but you realize they end up being great at a few, good at some, and mediocre at most things.

We help you use apps for what they’re great at. Then we integrate them together to help you maximize productivity in your operations.

Not really.

There might be a little overlap, but we’re not hired to create email accounts, do backups, or help legacy firms implement 2010 technology.

We focus exclusively on workflow automation and software integrations for the accounting firm of the 21st century.

Probably not.

If you already have a COO or Operations Manager, we can work with them to further simplify your workflows – and make your operations more efficient.

That said, if you don’t have a person dedicated to this, it's likely a Partner is performing this role without knowing.

Either way, it’s useful to have someone in-house bringing us the pain points the firm experiences: software frustrations, manual processes, client or staff complaints, often-forgotten activities.

That way we can engineer a solution to eliminate those pain points.

As long as your apps are in the cloud, we don’t require you to use specific software to work with us.

We’ve integrated over 600 software apps over our lifetime. Every client brings a unique stack.

Our expertise lies in making sure apps communicate with one another.

This can be as simple as a native integration or using third-party integration tools...

But as complex as reverse-engineering an Application Program Interface (API) that’s not open to the public. Or building custom bots to automate browser actions.

Anything your staff is doing that’s not time with clients has the potential to be automated.

Unless there’s an obvious bottleneck in your firm, we like to design automated systems and streamline processes in the following order:

1. Tasks that make you money (client acquisition) like proposal creation, follow-up communications, and sales reporting.
2. Tasks that earn you money (service delivery) like client onboarding, bookkeeping, and tax preparation.
3. Tasks that do neither but are still important (administrative) like tracking your recruiting efforts, onboarding employees, planning capacity, and others.

No. We don’t lock you into a long-term contract if you don't want to.

Some clients have worked with us for as little as 1 month.

Other clients have stayed for more than 3 years.

We'll be here as long as you need us – and no longer.

At the moment, we offer a very limited number of consulting calls by request. Apply to work with us and we can assess if this is the best fit for you.

We work primarily with firms in the United States, Canada, and the United Kingdom.

Our best clients operate with a global mindset, though.

They know the best talent isn't necessarily in their local area.