Meet the Team

The Story
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.

Ashley Meripol
Co-Owner, Accounting & Systems Expert
I support local business owners with scaling their operations through systemizing their processes, primarily in TaxDome, ClickUp, Dubsado and also Quickbooks. I have a background in bookkeeping and accounting so I have a special place in my heart for those businesses.
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I spend my free time with my husband and 3 kids. We love to get outside, cook with our kids and we really love to make pizzas in our pizza oven at home!
The Team

Katie Toscano
Co-Owner, Workflow & Systems Expert
I work with business owners who want to work less while making more. I specialize in TaxDome, & ClickUp (my favorite system EVER) and Dubsado. I have worked in Accounting & Ops for over 15 years, and have a love for creating operational efficiencies, building workflows and systems that make life EASIER for business owners.
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My 2 kids and pup keep my husband and I very busy. We love to spend time on the baseball field for our son, and at gymnastics competitions for our daughter, trying new restaurants and spending time traveling and new adventures outdoors with friends and family.
Work with us
The Process
There are 3 primary ways to work with us. The FutureProof Accountant monthly membership, Takeoff with TaxDome - our 4 week TaxDome bootcamp, or we can work 1:1 to custom design and build your TaxDomeor other accounting systems. Head to each of those pages under "Work With Us" in the menu, or if you have more questions, email us below!