App & AI Advisory
We help you pick software that fits how your business runs, get it set up, and make sure it pays for itself.
Why It Matters
A CPA who uses these tools every day and tells you the truth about them.
Most owners we meet are not short on software, they are buried in it. A few hundred dollars a month goes to tools that do not talk to each other or save anyone time, and the stack ends up harder to manage than the manual work it was supposed to replace.
The answer is rarely another tool. It is knowing what each one does to your books and your team before you commit, and that is where a CPA earns their place. Every software choice touches your finances sooner or later, and we see those connections before they land in your numbers.
We use AI and modern software in our own practice every day. That gives us a practical, first-hand read on where these tools help and where they get oversold.
What's Included
How an Engagement Works
We start with your business. How you work, what your books look like, where your current tools fall short, and what you wish was easier.
We audit your current stack and lay out what is working, what is redundant, and what you are overpaying for. You get a clear written assessment you can keep.
We propose specific tools and explain the reasoning, with honest costs and trade-offs and a realistic timeline. You decide what to do from there.
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 how a business runs and reports. We know what your tax preparer will need at year-end and what your banker will ask for, and 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 a CPA into a tooling decision. Picking software is easy enough. Knowing what it will do to your business is the part that takes judgment.
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, no surprise invoices. You pay for the project in front of you and nothing more.
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.