Accounting & Bookkeeping

The bookkeeper struggles to attract higher-value clients who understand the value of bookkeeping, and faces difficulty converting interest in tax services into bookkeeping engagements.

CPAs struggle to track fair value of multiple crypto holdings across wallets/exchanges and integrate required disclosures with accounting systems for SME clients under new FASB ASU 2023-08.

Manual invoice data entry and categorization into QuickBooks is time-consuming for accounting teams.

A tax accountant needs help setting up multiple monitors including a 49" ultrawide to simultaneously view tax software, workpapers, and prior year documents but lacks technical expertise.

Manually copying data from PDF bank statements into Excel is time-consuming and error-prone, with no trust in automated output.

A bookkeeper misses or forgets to forward invoices from email to the accounting pipeline (Dext to QBO).

Bookkeeping clients are questioning whether AI can replace human bookkeepers for their small business accounting needs.

The accounting firm struggles with clunky document organization and storage integration in Financial Cents, creating inefficiencies especially during tax season.

Accounting team struggles to record and report stablecoin invoice payments from international clients when the company never holds the cryptocurrency.

Business needs to correctly record sales tax payable on cash-basis service revenue but lacks per-service breakdown to allocate taxes from lump-sum deposits.

Nonprofit bookkeeper cannot import data from one QuickBooks Online file to another for an organization merger, requiring manual journal entries.

Business owner struggles to reconcile old uncleared transactions in accounting software to match statement ending balance.

Individual contributor accountant lacks managerial oversight and review of their work, particularly for payments to external vendors and regulatory reporting, leading to self-doubt and risk of undetected errors.

Dental CPAs lack a structured, efficient workflow for advising boomer practice-owner clients on succession planning, leading to ad-hoc conversations and difficulty in financial modeling.

A single-member LLC bookkeeper needs a way to maintain segregation of duties for online bill payments without an additional human approver.