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Engagement Types

New Accounting
Platform Implementation

Complete solution featuring software selection, implementation, and ongoing management of all accounting software functions.

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Current Accounting
Platform Enhancement

Complete review of current account systems and technology. Including bookkeeping, sales tax, inventory management, etc.

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Ongoing Managed
Accounting Software

Ongoing management and maintenance of accounting software. Including report generation, reconciliation, data integration, etc

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Vertex Sales Tax Software
TaxJar Sales Tax Software
Avalara Sales Tax Software
Avalara Sales Tax Software

Xero Accounting Software

Xero is a premium accounting platform for small business accounting.