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Cabot & Main

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The Story

We are working moms, former Corporate Accounting & Operations pros, and current entrepreneurs with a serious love for all things systems, organization, technology and business. We also are passionate about the "anti-grind" life of working less, but still killing it as an entrepreneur.

 

After working together in corporate for 10+ years, we started our individual businesses over 4 years ago At the beginning of 2021, we joined forces to start Cabot & Main and now focus on helping accounting business owners with their systems & operations.

 

We saw a need to help business owners who who needed a way to systemize their businesses, while working less, and desperately needed to scale their business. We specialize in working with Tax Preparers, Bookkeepers, and Accountants who own a growing business, but don't want to work 24/7 on it.

 

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

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Ashley Meripol

Co-Owner

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.

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 Founders

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Katie Toscano

Co-Owner

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 many years, and have a love for creating operational efficiencies, building workflows and systems that make life EASIER for business owners.

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 finding new adventures with friends and family.

The Process

Work with us

There are 3 primary ways to work with us. The Tax Tech Collective monthly membership, Takeoff with TaxDome - our 4 week TaxDome bootcamp, or we can work 1:1 to custom design and build your TaxDome. Head to each of those pages under "Work With Us" in the menu, or if you have more questions, email us below!

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