Beyond the Bookkeeping

Beyond the Bookkeeping was born out of a need for the current accounting industry to embrace modern technologies and integrate automation to reduce the cost of service. We specialize in creating custom automation solutions to reduce manual workload and free up our clients time. At the moment, the accounting industry faces what is largely acknowledged as an accountant shortage and a significant portion of CPAs are either actively preparing for retirement or planning on it. While their experience and knowledge are incredibly valuable for the complexities of business/corporate taxation, they often use outdated technologies or aren’t fully taking advantage of the technologies in place. Since the accounting industry is largely based on billable hours, these out of date processes lead to overbilling clients which heavily affect small businesses and start-ups that are strained by overspending on accounting costs. By taking full advantage of the accounting automation tools available, and integrating them with operating systems, costs can be reduced significantly while providing same level of service. With a background in accounting, forecasting, fundraising, HR, operations management, and payroll we’re prepared to support our growing clients and fit their needs whatever they may be. Whether it’s SaaS, manufacturing, B2B, B2C or enterprise sales, their needs may differ significantly; picking the appropriate software suite for each client’s specific industry can save hundreds of thousands they would spend down the road when forced to change platforms due to not planning for scalability. Please reach out through our website if you’re interested in learning more!