You’re focused on helping others. We’re focused on your books.
No matter what industry you’re in — medicine, law, architecture, engineering, consultation — your primary objective is to help others live better lives. You need flexibility, expert advice, and most importantly, the most efficient accounting process possible so you can get back to doing what you love. That’s why we’re in the business of answering the specific accounting needs of professional companies like yours, so you don’t have to.
From billing based on time, project, or retainer to triggers that help you maintain your invoices, you can trust us to provide expert advice and professional know-how so that you can focus on making a greater impact with your clients.
A Personal Bookkeeper + CFO
You’ve got patients, projects, and clients waiting — you don’t have time for the books. That’s why we work with the best people and the best tech tools to supplement your workflow. Not only will we give you the flexibility of expert, industry-specific advice without having to hire an in-house department, we’ll also deliver numbers you can count on.
Clean, Simple Reporting
With weekly or monthly custom reporting, we’ll keep you updated on the essentials so you always know where your financials stand. We’ll also be there to help you understand what metrics are most important for your industry so that you’re always one step ahead of what’s next.
By using modern cloud accounting tools, small businesses can have their own custom accounting system. But knowing how to select and integrate the right tools is challenging. We hold more certifications in cloud accounting software than any firm in the US and we’ll make sure you have the best tools for your business.
Expert Professional Advice
Know what’s better than a team of experts? Experts who understand the nuances of the industry you’re in. As the highest-certified accounting specialists in the nation, you can trust us to handle all the nitty-gritty details of your workflow with accuracy and excellence.
The tech tools you need to succeed.
We’ve automated part of the process to give you the streamlined functionality you deserve using the best resources in the industry.
Want to know more about why we recommend these tools for you? Click on the icons below for more.