Hello
We're Katie & Ashley!
Streamline, Automate & Simplify Your Tax or Accounting Business.
We help you CONTROL THE CHAOS & bring more EASE into your business.
Let's build better business, together.
We offer full system builds done for you, our Tax Tech Collective membership & community AND our signature 4-week bootcamp aimed to help you get your TaxDome up & running FAST.
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 and inefficient
overwhelmed with your systems
feeling stuck & unable to move forward
needing more help & support
....then bringing in systems &automations experts, with 15+ 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.
How to Work with us
There are 3 ways to work with us. We offer custom done for you TaxDome system builds, and we also offer a membership to the Tax Tech Collective, and our signature 4 week intensive program to help you get your Tax Prep and/or Bookkeeping process up & running in just 4 weeks or less. Learn more below to get started!
I need someone to build & customize my TaxDome for me!
Do you need a better workflow to help manage your business? Do you reinvent the wheel every time you onboard a lead, or work through your day to day? Our customized TaxDome builds are designed to help you accelerate and automate your processes, helping you work less IN your business and more ON 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.
P.S We're TaxDome Certified Consultants!
I want to learn how to build my workflows myself, but I need some templates & training.
We have 2 options when it comes to DIY.
The Tax Tech Collective is for those who want a full fledged training on all things TaxDome, accompanied by all the pipeline templates, a space to ask questions, and more.
We also offer our signature "Takeoff with TaxDome" 4 week accelerated program. This is for those who want to build out their Tax and/or Bookkeeping pipelines, and want to do it fast. We give you the exact templates, and focused trainings you'll need to get it done fast.
I need to get my team trained & up to speed on all things accounting, systems, skills, etc.
Our brand new Accounting Admin Academy (A+ Academy) is for you if you have or plan to have any Admin that support your firm. This training program will take the training off your hands, and focuses on giving your Admins the Accounting knowledge, system & software how tos, but also trainings on how to develop the soft skills they need to be successful and add value to your team.
Train your Admins the right way and watch your firm thrive.
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 years supporting small businesses to bring you an offer that helps you set up your systems and automation to build a better business.
I had a great experience working with Cabot & Main. After I recently became a mother, I realized that certain aspects of my running my small business were taking up way to much of my time. I reached out to Katie & Ashley at C&M and they helped me incorporate automation and build a system that was customized to my business. All in all, the system they implemented for me has saved me SO MUCH TIME. I wish I had found them years ago.
Rebecca J.
Business Owner
Katie and Ashley of Cabot & Main were wonderful to work with. They setup TaxDome for my Tax Firm which made Tax Season 10x easier than the manual process I was using beforehand. They set up all these workflows, automations, plugged in all my clients and then actually taught my team and I how to use it. I could not have asked for a better experience. Thank you Katie and Ashley!
Meagan H.
Business Owner
Tell me more.
Work With
Us!
There are 3 ways to work with us:
Now offering our Signature 4-week Takeoff with TaxDome bootcamp:
Questions?
Email us at hello@cabotandmain.com