Monthly Accounting
Bookkeeping and a dependable close, with statements you can act on.
Our Focus
More than an accounting firm
We redesign how back-office work gets done, using AI where it pays off and a working CFO's judgment on every number.
Follow a dollar through your back office
Every purchase touches six steps. Select a step to see where an AI agent takes over the busywork.
Procurement
Today
Requests arrive by email and POs get typed by hand.
With an agent
The agent turns requests into POs, routes approvals, and watches for vendor price changes.
Receiving
Today
Someone compares the PO, packing slip, and invoice line by line.
With an agent
Three-way matching happens automatically. Only mismatches reach a person.
Payables
Today
Invoices sit in inboxes waiting to be keyed and coded.
With an agent
Invoices are captured, coded, and routed for approval. Duplicates are held before they're paid.
Accounting
Today
Bank lines and recurring entries are entered one at a time.
With an agent
Bank feeds reconcile themselves and recurring entries post on schedule.
Month-end
Today
The close lives in a spreadsheet checklist and takes weeks.
With an agent
Accruals are drafted, the checklist runs itself, and a CFO reviews the results.
Insight
Today
Reports get rebuilt by hand each month and are stale on arrival.
With an agent
Cash forecasts and owner reports update from live books, with changes explained.
Connected to QuickBooks, your ERP, and inventory systems. We build it for you or teach your team to run it.
How an AI engagement works
- 1
Assess
Find where hours and errors pile up.
- 2
Build
Automate the biggest payoff first.
- 3
Run & Improve
Refine, then hand off what your team wants to own.
Accounting, tax & finance leadership
Fractional CFO
Budgets, cash planning, and board reporting without a full-time hire.
Tax & IRS Help
Business and individual returns, planning, and IRS notice resolution.
R&D Tax Credits
Defensible credit studies for real engineering and software work.
Deepest experience in manufacturing and technology. Small businesses and nonprofits welcome.