Technologies
There are many software options available to support a growing business. From accounting to automation, these are the technologies we regularly work with and know well.
ADP
ADP delivers a powerful payroll and HR platform suited for businesses with more complex workforce or compliance needs. With advanced reporting, tax handling, and HR support options, it offers the depth and scalability necessary for organizations that require a more robust payroll infrastructure.
Ally (Recommended for Personal Savings)
Ally offers a streamlined online banking experience with competitive high-yield savings, intuitive tools, and no-fee accounts. We recommend it for clients looking to build savings intentionally, track goals effortlessly, and keep their personal finances organized without unnecessary complexity.
Bill
Bill streamlines accounts payable by automating invoice intake, approvals, and vendor payments in a secure, audit-ready system. It eliminates manual data entry, reduces processing time, and keeps every step of the AP workflow organized, giving business owners greater visibility and fewer administrative headaches.
ClickUp
ClickUp is our internal operations hub, managing tasks, deadlines, and collaborative workflows across the firm. It ensures nothing is missed, keeps communication organized, and supports consistent, high-quality service delivery by giving our team full visibility into projects and priorities.
Fathom Reporting
Fathom turns complex financial data into visual dashboards, KPI tracking, and digestible performance insights. We use it to help clients move beyond basic financial statements, offering deeper analysis, trend monitoring, and reporting that supports strategic planning and confident decision-making.
Gusto
Gusto provides a user-friendly payroll experience with built-in compliance, automated tax filings, and clear employee self service tools. We rely on it to handle payroll accurately and efficiently, ensuring both you and your team have a smooth process with fewer compliance concerns and less manual work.
Monarch (Recommended for Personal Bookkeeping)
Monarch provides a powerful yet approachable platform for managing personal finances, budgets, and long-term goals. With clear dashboards, smart categorization, and flexible planning tools, it helps individuals stay organized, understand spending habits, and make better financial decisions at home.
Relay Bank
Relay offers business banking designed for clarity and control, with multiple no-fee checking accounts, smart user permissions, and smooth accounting integrations. We recommend it because it helps clients manage cash flow intentionally, organize funds by purpose, and maintain better visibility into where money is going.
QuickBooks Online
QuickBooks Online serves as a reliable, cloud-based accounting system that keeps your financial data accurate, organized, and accessible from anywhere. We use it to streamline daily bookkeeping, maintain precise reconciliations, and generate clear financial reports that help you understand your business’s performance in real time.
Xero
Xero offers a modern, intuitive platform that supports efficient day-to-day financial management for growing businesses. With strong automation features and seamless integrations, it enables us to maintain accurate books, simplify collaboration, and deliver a smooth, predictable accounting workflow for our clients.
