App & AI Advisory
Stop paying for the wrong tools. We help you choose, set up, and use the software that actually fits how your business runs.
Why It Matters
A CPA who solves problems with modern tools. Not your typical CPA firm.
Most small businesses don't have a software shortage. They have a software sprawl. A few hundred dollars a month spent on tools that don't talk to each other, don't save time, and don't make the next decision any easier. The result is a stack that looks modern on paper and feels chaotic in practice.
The fix is not chasing the next tool. It's understanding what each tool actually does in the context of your books, your team, and your business model. That's where a CPA's perspective matters. Every software decision touches your finances eventually, and we see those connections before they show up in your numbers.
We use AI and modern software in our own practice every day. We are not skeptics, and we are not evangelists. We are practical about what works and honest about what doesn't.
What's Included
How an Engagement Works
We start with your business. How you actually work, what your books look like, where your current tools fall short, and what you wish was easier.
We audit your current stack. What's working, what's not, what's redundant, what you are overpaying for. You get a clear written assessment, not a sales pitch.
We propose specific tools with specific reasoning. Real costs, real trade-offs, real timelines. You decide what to do. We are not trying to sell you on anything.
We help you set it up, connect it to your books, train your team, and verify everything works. Then we step back and let you run.
Why a CPA
Most tech consultants can compare features. Fewer can tell you what each feature will do to your monthly close, your sales tax exposure, your audit trail, or your ability to bring in a new lender.
A CPA sees software through the lens of how a business actually runs and reports. We know what your tax preparer will need at year-end. We know what your banker will ask for. We know which integrations cause reconciliation headaches and which ones quietly save you a day a month.
That perspective is the whole reason to bring in a CPA for a tooling decision. The technology part is easy. The judgment part is what's hard.
Tools We Work With
We are independent. No vendor partnerships, no kickbacks, no pressure to push a tool you don't need.
QuickBooks Online setup, cleanup, and optimization for small businesses.
Bill.com, Ramp, Melio. Right-sized for your AP volume and complexity.
Salesforce, Stripe, Square. Clean revenue data flowing into your books.
General-purpose AI tools and the AI features built into modern accounting platforms. Evaluated, not hyped.
Pricing
Engagements range from a single tool evaluation to a full multi-month stack rebuild. We quote each project after a free initial conversation, so you know exactly what you are paying and what you are getting before you commit.
No retainer required. No surprise invoices. Pay for the work, not for the relationship.
Start with a Free ConversationCommon Questions
A tech consultant can tell you what a tool does. A CPA can tell you what it will do to your books, your taxes, your cash flow, your internal controls, and your ability to scale. Software decisions have downstream financial consequences, and we see those before they show up in your numbers.
Some are. Some are not. The right answer depends on what data you are putting in, what the tool does with it, and where it sits in your workflow. We have evaluated the major AI tools and use several of them in our own practice. We will tell you which ones are worth your time, which ones are not, and where the real risks live.
Yes. We recommend what fits your business, full stop. We are not paid by any software vendor, and we will tell you when a tool you are already paying for is wrong for you, even if it makes for a harder conversation. Independent advice is the entire reason to bring in a CPA for this.
Both. Most engagements include implementation support: setup, integration with your books, workflow design, and staff training. If you already have an internal team handling implementation, we can scope the work as advisory only.
A single tool evaluation typically takes one to two weeks. A full stack assessment and rebuild can take one to three months depending on how many systems are involved and how much migration is required. We give you a clear timeline before the project starts.
Single-tool engagements are common. Setting up QuickBooks correctly the first time, evaluating whether Ramp or Bill.com fits your AP needs, figuring out if an AI tool can replace a manual process. These are bounded projects we can scope as one-off engagements without committing you to anything ongoing.
Start with a free conversation. We will tell you what we see and what we would do, even if you don't hire us.