Meet the Team

Ashley and Katie have worked in Corporate & Small Business Accounting & Operations for over 15 years. They have a serious love for all things systems, organization, technology and business. They are also passionate about finding ways to work smarter not harder, and optimizing every part of a business. Because there is always a way to do things better.​

 

After working together in corporate for 10+ years, they started their individual businesses over 5 years ago. At the beginning of 2021, Ashley and Katie joined forces to start their business together, and now focus on helping accounting firm owners streamline their day to day operations with workflows and systems that actually work.​

 

They saw a need to help firm owners who who needed a way to systemize & scale their businesses, without working crazy hours. They specialize in working with Tax & Bookkeeping firms who are focused on scaling, both large and small firms. 

 

Their combined history of implementing workflows & systems for companies of all sizes, combined with their decade+ of accounting has given them the knowledge and skills to help businesses streamline.

 

They've been there, done that themselves, and know there is a better way. Ashley and Katie want to change the narrative that you have to hustle hard to be successful in business, sacrificing everything else. They have worked with hundreds of business owners to build systems that work, to create efficiencies, and to help them scale. They fell in love with systems like TaxDome, Dubsado, Zapier & ClickUp themselves when it helped them transform our own "hustle mentality" into a more manageable and realistic balanced business.