Accounting & Bookkeeping

A business owner has commingled finances across two businesses and personal accounts for expenses, credit card debt, and transfers, and needs to untangle them and determine how to repay debt using new app revenue.

New staff in public accounting firms are not trained on specialized tax filings (e.g., alcohol tax) and must learn through costly mistakes, with no formal onboarding or support.

A new accounting/tax preparation firm needs affordable, user-friendly software alternatives for invoicing, e-signatures, scheduling, and client workflow tracking, to replace outdated or problematic tools like Goldmine and desktop QuickBooks.

QuickBooks Online is unreliable, buggy, and has poor support, causing time wasted on fixing errors and duplicate entries.

A small tax firm needs to drastically increase prices (2-4x) after decades of undercharging but doesn't know how to communicate the change to clients.

Tax preparers waste significant time correcting AI errors and manually mapping K-1 codes in SurePrep, making it harder than just training staff on UltraTax.

CPA firm workflows are chaotic and broken, causing inefficiencies that hiring more staff cannot solve.

Matching incoming bank payments to invoices without a payment reference takes significant manual effort, especially at high volume.

Normalizing bank feed data across multiple accounting systems (Xero, QuickBooks, etc.) requires significant manual mapping and custom code.

Struggling to find recruiters and land a stable accounting role at mid-sized or larger companies after returning to the field, due to a limited professional network and career gaps.

Accounting professionals waste a significant portion of their time on clerical, repetitive tasks (like manual data entry, reconciliation, and workpaper review) that are disconnected from the judgment and analysis they are trained for

Accounting and bookkeeping professionals spend excessive time on repetitive manual tasks, admin, and back-and-forth with clients, leading to overtime and frustration.

Need a versatile audit management platform for multiple advisory frameworks like SOX, SOC, COSO, NIST, ISO 27001, and fraud/forensics that works across many clients without the problems of AuditBoard, Workiva, or Suralink.

A small accounting firm relies on manual paper-based workpapers and outdated processes, leading to repeated peer review failures and audit quality issues.

Clients submit disorganized, scribbled paper records and expect accurate tax returns without providing clear documentation.