Monthly Accounting
Bookkeeping, reconciliations, and a reliable monthly close, run on the same AI-assisted processes we build for clients.
AI Workflows · Accounting · Tax
Your back office, run by AI agents and overseen by a CFO.
We put AI to work across your back office, from purchasing to month-end close. Led by a working CFO and CPA who builds these tools for his own finance team first. We still keep the books and file the returns.
Rooted in West Michigan. Serving clients wherever they work.
Incoming
- Invoice · Lakeshore Supply$4,812.00
- PO-2210 · goods received$9,430.00
- Bank · ACH deposit$18,400.00
AI
agent
agent
Reading freight bill…
In your books
- Freight bill · $1,265.00Coded to Freight-in
- Vendor price changeFlagged for CPA review
- Expense receipt · $86.40Categorized · Meals
- Bank feed · 212 linesReconciled
148 items processed today · exceptions reviewed by a CPA Illustration
What we do
AI
AI Workflow Automation
We map how work moves through accounting, payables, purchasing, and reporting, then automate the repetitive steps so they run faster with fewer errors.
Follow a dollar through the workflow AIAI Agents for Your Team
Digital team members that handle invoice intake, PO matching, vendor follow-up, and close checklists, with your people reviewing the results.
See what an agent takes overFractional CFO
Budgets, cash planning, and board reporting from a sitting CFO, without a full-time hire.
Tax & IRS Help
Business and individual returns, year-round planning, IRS notice resolution, and R&D tax credit studies.
Built for manufacturers and technology companies. Small businesses and nonprofits welcome.
Mission
Give business owners back their time. We redesign how work flows through accounting, purchasing, and reporting, then put AI agents and automation behind it, so your team spends its hours on decisions instead of data entry.
Steve Ashworth, CPA · Founder · About Steve