Stress-Free, Accrual
Basis Accounting
Built for busy founders.
Get in touch.

our superpower
Smart Software & Amazing Accountants
We're a combination of smart software and experienced accountants that will take care of the time-consuming tasks. Our accounting superheroes use accrual basis accounting, providing a more comprehensive picture of your financial health. Plus, we make sure to stay up-to-date on the constantly changing tax laws so you don't have to.

We Eliminate Accounting Stress.
Thoughtful Discovery
Before we can assess your business' numbers we collect documentation, learn about your current processes and systems, and start putting the pieces together.
Elevated Processes
Next, we'll develop and document automated and scalable accounting systems and processes for your business, so that everything always runs like clockwork – even when you are on vacation.
Perfected Accounting
After that, we'll effortlessly migrate you into Xero, implement an industry-specific Xero chart of accounts, and carefully reconcile every transaction so that your books are picture-perfect.
Customized Reports
After the books are sparkling clean, we'll tailor your financial reports for your unique business. These reports will provide insights that will save you the headache of cluttered spreadsheets and late nights trying to make sense of it all.
Empowered Decisions
Now it's time to stop flying by the seat of your pants and start running the business like a data-driven CEO! In this step, your team provides access to your new reports, offers training that will empower you, and prepares you to take your business to the next level.
Automated Accounting
Are you often burning the midnight oil to get your accounting caught up? Never again! Your dedicated accounting team will work quickly and efficiently to keep your numbers up-to-date and will provide weekly updates so that you're always in the loop.
Boosted Compliance
Your dedicated State and Local Tax (SALT) team will file and pay sales tax, keep track of your sales tax nexus, set up new sales and payroll tax accounts, and deal with any notices you receive from the state.
Peace of Mind
No longer flying by the seat of your pants, you rest easy knowing that your insights are only a click away, and your superhuman accounting team is ready to assist at a moment's notice.
Is that all?
Nope! There’s more!
You will get all of this, plus free accounting and document management software including Xero, Dext, and Dropbox.
Nice!
FAQ
-
Can you file my taxes?
No, we do not prepare business or personal income tax returns, but we do have lots of amazing CPAs we can refer you to.
-
My books are a mess! Can you help me?
Yes, we work with clients whose books are in all different shapes or may not have any books at all. The time it takes to get you set up in Xero will depend on the complexity of your business and how far back we need to go, but generally, the onboarding process takes about five weeks.
-
What accounting software do you use?
We use Xero because it is, hands down, the best accounting software on the planet. Don’t believe us? Check out what people are saying on G2, Trust Radius, and Trust Pilot.
-
Can you integrate the software I use with Xero?
Xero integrates hundreds of apps, so it is very likely that we can integrate the tools that you use every day. If there is not a Xero integration available, we will also explore using Zapier to get things synced up.
-
Can you pay my bills for me?
We sure can! We use Bill.com to set up bill approval workflows, which guarantees that we only pay bills that are approved by you (or a member of your management team). Bills can be paid via check, ACH, wire, or credit card– giving you lots of options to pay your vendors.
-
How does pricing work?
We know that pricing matters and we are typically about 1/3rd of the cost of an in-house accountant let alone an accounting team! We always provided fair, upfront, and flat fee pricing via a written proposal before we get started. No surprise bills, no kidding- that’s just how we roll!
Learn more about our pricing process here.
-
Who will be on my accounting team?
When you first begin your journey with us, you will work with a dedicated Onboarding Accountant who has their work reviewed by a Controller. Once onboarding is done, you will have a dedicated Client Accounting Manager who is supported by a Client Accounting Associate. Just like in onboarding, your file is always reviewed by a Controller who performs an exhaustive review, before the financials land in your inbox.
-
What is your cancellation policy?
We never lock our clients into long-term contracts and only ask for four weeks’ notice should you need to cancel. This gives us enough time to transition you over to your new accounting team, and be available to them should they have questions once they take over.
-
What happens to my Xero file if we cancel?
Should you decide to move on, transferring your Xero file to you or your new accounting team is simple. We only need the name and email address of the person responsible for paying for the Xero subscription, and we can send the file to its new owner. Nothing changes in your file, other than the credit card that is associated with it.