Services

Cloud-Based Accounting Services

Flat fee outsourced accounting plans for entrepreneurs, small and medium business, and family offices. By assigning financial services to the professionals, you can focus on tasks that add to your bottom line.

Core Services

Technology and Process

Advisory Services

Requirements

Bank and credit card account access via read-only credential for bank feeds and statements

All of our technology integrates into a customized software stack, is cloud based and available 24/7/365 on mobile and desktop.

Our Preferred Technology Partners

Bill.com
Expensify
Hubdoc
Money Thumb logo
Run ADP
Tallie
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Quickbooks certified
Qvinci

We frequently add new service providers and technology that meets our client service standards and solves problems.

By leveraging technology, we create efficiencies that provide more time to for advisory support.

Our solution is scalable and customized – use just what you need and be ready to grow.