If you can describe it, we can build it.
Custom software for accounting, bookkeeping and professional-services firms. Proposals, engagement letters, document requests, retainers and the numbers behind them. Scroll to sign one.
Step 1 — Proposal
Every client starts with a proposal.
Three clear plans instead of a PDF and a phone call. The client picks one on their phone.
What we can build
A few things to click through.
Every one of these works. Click around: it all runs on invented data. Yours would be shaped around how your business actually runs.
The whole firm, working
One app, from proposal to autopay.
Proposals clients sign on their phone, document requests that chase themselves, retainers on autopay, the month-end close and a cash forecast. A year of invented clients underneath.
Or try one piece at a time
Proposal and e-sign
Working demo · invented data
Three clear packages, picked and signed on the client's phone.
ReplacesEngagement letters as PDFs, printed, signed and scanned back
Connects toYour practice management, your engagement terms, QuickBooks or Xero
Want one like this?Built alongside what you run, or as its replacement.
Books
- QuickBooks Online
- Xero
- Sage Intacct
Practice & tax
- Karbon
- Canopy
- TaxDome
- UltraTax
- Drake
Payroll & payments
- Gusto
- ADP
- Stripe
- Bill.com
Office
- Microsoft 365
- Google Workspace
- Excel
Product names are trademarks of their owners. Listed to show what we work with; no affiliation implied.
Pocket tools
Small tools that earn their keep.
Not every win is a big system. These are the quick numbers you work out between client calls, done properly: on your phone, with a picture, and the formula shown. Free to use.
Fee
Cost as scoped
Cost when it runs 25% long
Monthly fee
$825
cost $454 as scoped
When it runs long
At 25% over, the margin falls to 31% and the fee works out to $82 an hour. Scope the package to the hours, or track them.
fee = hours × cost × (1 + overhead) ÷ (1 − margin) · margin when long = 1 − cost × (1 + creep) ÷ fee
Source: Standard pricing arithmetic
Reference tools for quick estimates. Check results against your own figures before you quote a client.
Ideas to get you thinking
Things people ask us for.
Tap one to see how we'd build it. Most are small; all of them save time every week.
One checklist per client per season. Uploads tick items off; reminders go out on a schedule and stop the moment the last file lands.
Hours logged against each fixed fee, month by month, so repricing conversations start from numbers, not a feeling.
Packages the client picks from on their phone, the engagement letter signed in the same step, autopay set up before you hang up.
A board of every client's month-end: what's waiting on the client, what's reconciled, what's reviewed, who's late.
Cash, profit and the three numbers that matter to that business, in a short page, the day the books close.
Rules that flag duplicate, miscoded or out-of-pattern transactions for a person to check before the books close.
ACH autopay on the 1st, failed payments retried and flagged, and receipts that land in the client's portal.
Returns by type, complexity and document status, forecast against each preparer's hours week by week.
How it works
Small, scoped, and written down.
One project at a time, so the one we're running gets done properly. Like an engagement letter, you always know what's in scope, what it costs and when it's done.
- Step 1
Fit call
Free
- Where
- Phone or video
- Time
- 20–30 min
Tell us the one process that wastes the most time. We'll say plainly whether we can help, and whether you even need custom work.
- Step 2
Workflow assessment
From $299
- Where
- Remote
- Time
- About a week
One workflow, reviewed. A short written summary: how it works today, ranked options (configure, connect, build, or leave it alone) and next steps. Half the fee is credited if you go ahead within 60 days.
- Step 3
Fixed-scope build
Fixed price
- Where
- Weekly written updates
- Time
- Quoted
A fixed price when the scope is clear, written acceptance tests, and progress you can read. Small projects are 50% to start, 50% on acceptance.
- Step 4
Handoff & warranty
Included
- Where
- Your accounts, your code
- Time
- 30-day warranty
Documentation, your data, your logins. Defects in what we delivered get fixed under warranty. Ongoing help is optional, never a hostage.
Ground rules
What you can count on.
Built around how you work
We start from your process, not a template. Replacing a tool you hate, filling a gap, or connecting what you already have: the software fits the firm, not the other way round.
You own it
Your code, your data, your accounts. If we ever part ways, you keep everything and it keeps running.
AI-assisted, human-verified
We build with AI coding tools, which is why custom work is affordable now. Every change is tested and checked by a person, and your data stays out of tools you haven't approved.
Honest demos
Everything on this site runs on invented sample data. No fake clients, no fake testimonials, no made-up savings.
Who's building it
An engineer who has run a business and its books.
Running a service business, with its clients, payroll and month-ends, and building software for service operations. Mechanical engineering. You bring the accounting judgment; we build the system around it.
- Operations
- service business
- Engineering
- mechanical
- Software
- service operations
Next step
What would you
have us build?
A few sentences is enough, even if it's just a frustration and not a spec. You'll get a personal reply, usually within one business day.