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We help accounting firms streamline, automate, and future-proof your operations so you can work smarter, not harder and scale your business.
 
Let's build better business, together. 

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As Seen In...

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Work With Us

1

Customized 1 on 1 Workflow & System Builds

Using our signature 3 step framework "The FutureProof Blueprint" we'll help you design, build & implement the RIGHT workflows and tech to meet your firm's needs. Whether you need TaxDome built & customized, or another tech - we'll find the right solution for your firm & help you get where you need to be.

2

Courses & Memberships

From 4-week bootcamps to our FutureProof Accountant Membership, we have a variety of courses & memberships to meet the needs of your firm to help you build out the workflows & systems to help you manage the day to day of your Accounting Firm.

3

A+ Academy

The training program Admins for Accounting Firms need. Learn the technology, soft skills & accounting knowledge needed to specifically support accounting firms.

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What Makes Us Different

We don’t just know the software. We know the industry. With 15+ years in accounting & operations, we’ve been in the trenches—and we build systems that work in real life, not just on paper.

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We specialize in accountants. We’re not generalists, and this isn’t a side offer. Accounting firms are our entire focus—so every workflow, automation, and resource is built with your deadlines, compliance needs, and busy seasons in mind

 

We're humans first, consultants second. We’re two moms from California who lead with our hearts. We genuinely care about your success and building a business you’re proud of—not just checking boxes.

 

We're not here to sell you a platform—we’re here to make it work for you. TaxDome might offer onboarding help—but we go way deeper. We customize builds, optimize your entire tech stack, and set you up for long-term success.​

We offer multiple paths to work with us. Whether you want to DIY with guidance, or hand the whole thing off to pros—you’ve got options. Our courses, memberships, and custom builds are all designed with your growth in mind.

We speak “accounting” and “tech”—fluently. That means less time explaining your business, and more time solving your actual problems.

 

We will help you streamline your accounting firm with seamless workflows and automations to help you manage the day to day with ease and to help you scale your business.

Katie & Ashley

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.

“The support I received from Cabot & Main to get my TaxDome portal setup has been an absolute game changer for my bookkeeping firm. Their knowledge and expertise is unmatched. They're so easy to work with. I also love that when I've approached them with uncommon ways of adapting TaxDome for unique business or client needs, they're not only willing to help- they bring enthusiasm and creativity to the problem solving effort. Highly recommend!."
-Melissa L.

Alexa Young, CA

What our clients really want

More Freedom & Less Chaos

You didn’t start your firm to be glued to a screen all day, buried in admin work and chasing tasks.
You want systems that actually work, so your days feel smooth, your team runs like clockwork, and you can finally take that guilt-free time off.

Yes, please!

A Firm that Grows Without Burning You Out

You know your firm could scale, but you’re stuck doing everything manually—or relying on systems that just don’t talk to each other.
You want to grow without hiring a huge team or losing control of quality.
You’re ready for automation that supports growth, not chaos.

Yes, please!

Confidence in Your Processes

Let’s be honest—right now, it feels like duct tape and guesswork.
You want to feel proud of your backend systems, confident in your client experience, and secure knowing that nothing’s slipping through the cracks.
You want a firm that runs smoothly—even when you’re not in the weeds.

Yes, please!
Katie

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

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