Enable accountants to provide every small business owner the level of service they deserve and want from their accountants, bookkeepers, advisors, so they can succeed.
Develop innovative technology to improve the internal workflow between junior and senior team members to increase capacity and ensure every client gets the highest quality service consistently.
Provide education about the best-in-class practices to create capacity to do a better job and create time for higher value work through business development tools and training.
Enable accountants to communicate effectively with their clients, in a way they can relate to and take action for both parties by holding them accountable to one another.
The bottom line is we can’t do any of this without accountants and bookkeepers. This isn’t about making those services and jobs redundant with technology. It is about empowering everyone to do better business for clients and enjoying their work.
We can’t do this alone! Are you with us?