Strategic partnerships
Intuit’s QuickBooks
Accounting Software
Our accountants are certified as QuickBooks Advisors, a certification offered by Intuit to recognize authentic QuickBooks experts. We are also honored to serve on the Intuit Accounting Council, a group of 15 accountants selected from all over the world. In this role, we meet with their product and leadership teams to discuss and recommend ways to improve its usefulness for companies.
Our CEO, Cassidy Jackovikas, regularly writes articles for the Firm of the Future blog and Intuit’s Tax ProConnect blog, sharing his advice and experience from his time in the accounting industry.
View Our ProAdvisor Profiles
Gusto
Payroll Suite
Bill.com
Accounts Payable Automation
Bill.com makes managing accounts payable and accounts receivables a breeze. Using this industry-proven software, our clients can manage and approve payments from any device and keep documents like receipts and invoices neatly categorized and retrievable. Our clients love using Bill.com because it eliminates much – if not all – of the data entry needed to maintain internal controls and keep track of money going in and out of their company.
LastPass
Password Manager
Data is a responsibility that we take seriously. Hundreds of companies trust our accounting firm to keep their financial documents secure. To aid our security efforts, we use LastPass, a leading password management software, to keep our credentials secure and encrypted. LastPass regularly undergoes audits by leading security firms and security researchers to ensure that its platform stays trusted and secure.