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 and inefficient
overwhelmed with your systems
feeling stuck & unable to move forward
needing more help & support
....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!
Build your TaxDome
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 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.
P.S We're TaxDome Certified Consultants
Operations Management (OBM)
Outsource your Accounting Operations to our highly skilled team of ex-corporate operations gals. We'll help you manage the day to day 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.
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.
