Technology & Preferred Partners
Let's Talk Tech...
Your financial partners and advysors should be early technology adopters; not tethered to clunky, old desktop solutions.
Our Advysors masterfully utilize & constantly test out the latest & greatest technology on the market, so we spend less time behind a desk and more time delivering high-quality outputs with maximal data/insights.
If your accounting & finance teams aren’t experimenting or utilizing best-in-class SAAS or AI tools to help eliminate the more manual, tedious tasks, they’re likely missing things, reactive, overworked or prone to increased data entry/reporting errors.
We’re constantly reexamining our own tech stack and optimizing workflows to reduce as much manual data entry as possible, which keeps our team happier, out of the weeds and focused on more forward-thinking, proactive advisory tasks…which our clients love!
Noteworthy Partnerships
Xero
We’re a certified Xero Gold Partner and have been a well-known power-user of Xero for many years. We’re also the official Xero Ambassador for the Dallas, Fort Worth Partner Community. We provide Xero account setup and/or ongoing accounting services for businesses operating (or wanting to operate) on Xero.
QuickBooks Online
We've been a Quickbooks Online ProAdvisor since 2013, and the majority of our client base operates on this cloud-based system. With new & industry-leading 3rd party application integrations being added to their list of supported technologies increasingly, QBO continues to be the most popular, cost-efficient accounting platform for businesses looking for a cloud-based, scalable solution.
Gusto Payroll
Gusto is our preferred Payroll & People Advisory platform to recommend, and we even utilize it ourselves internally! Members of our team are Gusto Accelerator & People Advisory Certified, and we’ve been a Gusto Preferred partner for years. We handle a lot of Gusto payroll migrations and can set up a new Gusto account for those just starting out.
Fathom
Our Financial Planning & Analysis (FP&A) team loves using Fathom to create insightful reports, fast cashflow statements, budgets and forecasts. Fathom integrates with several accounting systems and provides actionable financial insights for our clients that need forward-thinking, actionable data to guide their critical decision-making.
AP Bill-Pay
We're very proficient in Bill.com for accounts payable (bill pay) functionality – which integrates nicely with both QBO & Xero to provide seamless dataflow & less manual entry. We can set up Bill.com from scratch, and can also help establish the integration with your accounting system[s] in the event it wasn’t set up/configured properly from the start.
Intelek – Business
Valuations & Advisory
For M&A clients who require more complex business valuations, are prepping to raise capital, moving their business to a new entity, expanding or selling their business, or exiting/entering a new partner or shareholder or requiring complex financials to support litigation efforts, we may consult/enlist our friends & partners at Intelek to supplement our own FP&A team/services.
RAMP
Accounting Partner
We introduce clients to RAMP’s modern finance platform - which helps them streamline tasks, increase accuracy, stop excess spending, and prevent fraud. RAMP helps our team automate some of the more manual tasks around expense management, which allows us to focus on what really matters – growing our clients’ businesses.
Biz2Credit
Our team has leveraged our firm partnership with Biz2Credit to help our SMB clients secure funding to grow their business. With B2C they have revenue-based financing options that are both fast and flexible, and our FP&A team will handle all of the application and prep work to ensure a smooth and optimal funding approval process from start to finish.
Let's Get
Started!
Reach out to schedule a free, introductory discovery call today.