Business Details
15 Years
experience
Your Trusted Partner for Accounting Solutions
We are a remote accounting firm dedicated to empowering business owners through financial clarity. Since 2011, we have specialized in providing bookkeeping, CFO advisory, and tax services tailored to the unique needs of entrepreneurs across diverse industries. Our team of certified professionals leverages cloud-based technology to deliver accurate financial reporting, strategic budgeting, and proactive tax planning.We prioritize building long-term partnerships with clients, offering dedicated support teams available five days a week. Our mission is to simplify financial management, allowing clients to focus on growth while we ensure their books reflect the true health of their business.
Services
Bookkeeping
CFO Advisory
Tax Services
Payroll Management
Controller Services
Details
- Year established: 2011
Highlights and features
- We've specialized in cloud-based accounting since 2011 with a 95% client retention rate
- Our dedicated service teams provide weekday support via email or phone
- Industry-specific expertise serving restaurants, retail, nonprofits, and professional services
- We implement automated cloud accounting systems for real-time financial visibility
- Proactive tax planning with monthly subscription-based services to prevent surprises
What people say
Responsive and timely
Efficient and professional
Proactive tax preparation
Industry-specific expertise
Cloud-based accessibility
Services
Bookkeeping
Our bookkeeping service maintains accurate financial records through account reconciliation, monthly reporting, and payroll management. We track income and expenses while providing profit/loss statements and balance sheets. This service ensures business owners have real-time visibility into their financial position for better decision-making.
CFO Advisory
CFO advisory offers budget creation, cash flow forecasting, and metrics dashboards tailored to business goals. Our professionals provide strategic consultations for financial planning and analysis. This service helps clients develop actionable growth strategies based on their specific industry requirements and financial data.
Tax Services
Our tax services include year-round preparation, deduction maximization, and tax projections customized to business structures. We provide simplified filing processes and compliance support for federal, state, and local requirements. This proactive approach prevents surprises while optimizing tax outcomes.
Payroll Management
Payroll management handles employee compensation, tax withholdings, and compliance reporting. Our system streamlines payment processes while maintaining regulatory compliance. This service reduces administrative burdens and minimizes errors in high-turnover environments across various industries.
Controller Services
Controller services provide advanced accounting management with system integration capabilities. This includes complex financial reporting, multi-location bookkeeping, and software platform compatibility. The service supports businesses needing sophisticated financial infrastructure and operational scalability.
People
Adam Slack
Co-CEO
Founder with 13 years of experience building cloud-based accounting solutions. Leads strategic direction while emphasizing client partnerships and team culture development in remote work environments.
April Randolph
Director of Accounting and Experience
Manages accounting operations and client experience with focus on service quality. Brings expertise in financial processes and team leadership to ensure client satisfaction across multiple industries.
Cristi Jones
Director of Revenue and Marketing
Drives business growth strategy with 10+ years in revenue management. Focuses on aligning service offerings with market needs while maintaining client relationships through transparent communication.
Ellen Slack
Co-CEO
Co-leader implementing company vision with emphasis on innovation in financial technology. Oversees organizational development and client success initiatives to maintain industry leadership in remote accounting services.
Nate Coverdale
Director of Advisory Services
Specializes in financial advisory with experience guiding business strategy. Leads the development of customized solutions that address complex accounting challenges across diverse business sectors.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, CFO advisory, tax services, payroll management, and controller services tailored to small businesses across various industries.
How does your remote accounting process work?
Our cloud-based system allows secure access to financial data from anywhere. We use digital collaboration tools for consultations, document sharing, and real-time reporting.
Which industries do you specialize in?
We serve restaurants, retail stores, professional services, nonprofits, medical practices, and IT/marketing agencies with industry-specific accounting solutions.
How long does setup take for new clients?
The onboarding process typically takes 2-4 weeks depending on business complexity, including system integration and historical data organization.
Do you offer tax preparation services?
Yes, we provide year-round tax planning with monthly subscriptions that include projections, compliance support, and filing assistance for all business structures.
