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Our Partner Apps

Xero Bookkeeping

All of our team members are Xero Certified Partners. Our bookkeeping clients are typically small to mid-sized business owners who are looking for someone to handle the work of effective bookkeeping. We can reconcile your accounts on a weekly, monthly, or quarterly basis and generate any reports that you may need. We can also help get you set up on Xero if you want to transfer from another platform (such as Quickbooks) or if you need some assistance cleaning up messy books. 



Cash Flow Forecasting

Cash flow is the life blood of a business. Even if you are pulling in a profit overall, your business is going to be in trouble if you don't have enough cash on hand to cover payroll. We partner with Float to provide our clients with incredibly powerful cash flow forecasts that can predict cash shortages months in advance, giving you time to adjust your budgets and stay in the green. Float also allows you to model the financial impact of scenarios such as hiring a new employee or expanding your business.

Payroll

We partner with Gusto to offer our clients full-service payroll. We can guide you through Gusto onboarding and help you set up payments, benefits, and insurance for your employees. Gusto integrates with Xero so all your payroll data will be a seamless part of your overall financial reports.

Already have your own payroll service set up? That's cool too. Let us know and we will work with your existing system. 

Virtual CFO

A virtual CFO is an increasingly popular way for small businesses to gain the support of a Chief Financial Officer for a fraction of the cost of a full time CFO. Your virtual CFO will leverage powerful cloud based tools to turn financial data into real world advice and help guide you to make your financial goals a reality.


Case Study: Gistia Healthcare


Gistia is a software engineering company that has a large remote team both inside and outside the US. Ashley started as the company's bookkeeper in 2017 and started taking over more responsibility as the company grew. In addition to managing payroll and invoicing clients, she started to meet weekly with the founder to advise on cash flow. 

Ashley and the founder worked together to craft a vision for what the company's finances could look like in 1, 5, and 10 years. They explored how changing their prices would affect their cash flows, and then used the increased cash flow to eliminate the company's debt.

Motivated by this vision and enabled by his much improved cash position, the founder was able to make bold decisions to invest in new services and products that completely redefined his business.