We’re not your typical accountant. We’re a modern, virtual firm that redefines what it means to have an accountant—personal, proactive, and always within reach. More than just numbers, we stay connected, respond quickly, and actually know your business—not just your balance sheet.
Implementation, integration, and ongoing maintenance to keep your financial systems efficient and connected.
Comprehensive bookkeeping with accounts payable and receivable management tailored to your workflow.
Full-service payroll processing, compliance, and employee support—accurate, timely, and seamless.
Complete sales tax setup, filing, and management across multiple states and platforms.
End-to-end due diligence, filings, and compliance support for all unclaimed property obligations.
Full-service preparation and filing for federal, state, and franchise tax requirements.
Managerial-level financial leadership including process design, staff training, budgeting, forecasting, modeling, and board reporting.
Day-to-day bookkeeping and accounting support with complex multi-state sales tax nexus and cap table management through multiple seed and investor funding rounds. Platforms: QuickBooks Online and Magento.
Comprehensive accounting for both product and subscription models, managing intricate multi-state tax rules involving taxable and non-taxable goods, unclaimed property, and automation through NetSuite and Avalara.
Foreign-owned entity with detailed intercompany reporting, accelerated month-end close processes, and full-service accounting coverage including payroll, tax, and compliance. Platforms: QuickBooks Online, TriNet, Chargebee, and Avalara.
End-to-end accounting, bookkeeping, payroll, financial forecasting, and modeling. Experience with Shopify, NetSuite, ReCharge, and marketplace integrations with Target, Amazon, and EDI systems via NetSuite Connector and SPS.
Global operations support encompassing manufacturing costing, demand planning, production timelines, bookkeeping, and multi-country tax compliance. Platforms: NetSuite, Gusto, Avalara, and EDI integration with fulfillment systems.