For CPAs, bookkeepers and controllers
You see the broken systems first.
Re-keyed invoices, a job system that never agrees with the ledger, a client still running on an Access database. We build and connect the software, and you keep the books. Nothing posts to the ledger in a way you didn’t sign off on.
Example · PO #2291 · approved Thu 4:12 pm
A purchase order, approved from the field
- Ledger4:12 pmPosted to QuickBooks as a bill, coded to the right job, account and class
- Inventory system4:12 pmThe old inventory system updated through the bridge we built. Nothing re-keyed
- Customer portal4:13 pmOrder status visible to the customer on the web, on their phone
- ReportsFri 7:00 amCash position and job costs refreshed before the morning meeting
Nobody re-typed anything.
What we build for your clients.
The systems that create the entries you have to clean up, built so the entries arrive clean.
Integrations that post the way you code
Jobs, orders, bills and payments from the client's operational systems into QuickBooks, Xero, NetSuite or Sage, mapped to your chart of accounts, classes and periods, with a reference on every entry.
Modernization with a reconciled migration
Totals and record counts tied out against the old system before anyone cuts over, closed periods left closed, and the old data kept readable.
Custom tools around the close
Reporting pipelines, approval queues, and document extraction into payables with a review step before anything posts.
How we work with you.
- You stay the accountantWe never change coding rules, periods or policies without you. We build the system; you keep the books.
- We speak your languageChart of accounts, classes, locations, recognition dates, closed periods, audit trail. No translation needed on the call.
- Everything is documentedA written mapping of every integration, kept with the client, so the next person can read it.
- Nothing is hiddenEvery posting traceable to its source, failures surfaced to a person, nothing ever posted twice.
- The client owns itSource code, documentation and accounts in their name. No lock-in to us, or to you.
Refer a client.
Introduce us by email, or send them straight to the free 20-minute systems audit below. We reply within one business day, and we’ll tell you and them honestly when the problem isn’t software.
Questions accountants ask us.
Will you replace me or my firm?
No. We don't do bookkeeping, tax or advisory. We build and connect the systems your client runs, and we design them so your work gets easier, not displaced.
Which accounting systems do you work with?
QuickBooks Online, QuickBooks Desktop, Xero, NetSuite and Sage most often, and others when they offer a way in. The free systems audit confirms what is possible for a given client.
What do you need from us?
The chart of accounts, how you want things coded (accounts, classes, jobs), the close calendar, and who approves what. Usually one call covers it.
Get your client a free 20-minute systems audit.
Tell us what the client runs and what’s breaking. We’ll map how the systems fit together, point out the quickest wins, and reply within one business day to set up the call.
- Three questions. About a minute.
- We reply by email. Leave a phone number only if you want a call.
Example · systems map · what the audit produces
- Website
- Job system
- Spreadsheets
- Inventory system
- QuickBooks, Xero or NetSuite
- Re-keyed by hand
- Connected