Hello
We're Katie & Ashley!
We are Systems, Process & Automation experts that help you drive your business forward by helping you streamline your business, and manage the day to day of your business with ease.
We will help you CONTROL THE CHAOS in your tax or bookkeeping business by streamlining & automating your workflows, so you can work less, & make more $$ in your business.
Let's build better business, together.
We want your business to succeed
If you are putting out fires daily, running from one urgent thing to the next and never quite catching your breath, it might be time to call in the reinforcements.
If you are working WAY too many hours + feeling:
unorganized
overwhelmed
unable to close sales
stuck in the weeds
....then bringing in systems &automations experts, with 10+ years in Accounting & Operations, might be the right move for your business. Not only do we want you to succeed, we want you to have time back in your life to spend with your families, friends and doing what you love.
Work with us
Contact us to get started!
System Builds
Do you need a better process to help manage your business? Do you reinvent the wheel every time you onboard a lead, or work through your day to day? Our System build is designed to help you accelerate and automate your processes, helping you work less IN your business. We'll build out your streamlined process, and then automate as much as possible, saving you HOURS every week, eliminating the back & forth, so you can spend time on the things that matter most.
Systems include: TaxDome, Dubsado, ClickUp & more.
Operations Management (OBM)
Outsource your Operations to our highly skilled team of ex-corporate operations gals. We'll help you manage the people, systems, projects, workflows and more that help drive your business forward. No more waiting for the right time, we'll get you where you want to be...faster.
Hey there!
We're Ashley & Katie, founders of Cabot & Main, LLC. C+M is a partnership between Southern California natives, Ashley Meripol & Katie Toscano. Friends for over 10+ years, we have drawn from our years working together in Operations & Accounting in the corporate world, combined with our small business experience to bring you an offer that aims at helping you set up your systems and automation to help you build a better business.
"Working with Cabot & Main has given us the ability to track our finances more accurately and they assisted us in making the most informed decisions for our company. I strongly endorse them and the services they provide."
-Michelle Miller-Day, PhD
President, CEO REAL Prevention LLC
"In our first meeting they asked detailed questions about my business. Afterwards they presented a timeline that would support our growth goals. Cabot & Main has far exceeded my expectations and I couldn't be more pleased with the results."
-John Crawley,
Owner, JCA Insurance Services
Tell me more.
