Recommendations from Specialty Bookkeepers

For businesses who are concerned about making sure Uncle Sam is satisfied and has no reason to come breathing down your neck, Gusto is the payroll platform for you! With amazing self-service options for employees, templates for onboarding, payroll tax management built in, and a whole host of other features, you will not be disappointed with Gusto. Get started with Gusto and receive a $100 Visa gift card.

Are you looking for a way to empower your employees to do their jobs but not leave yourself exposed to theft or overspend? Divvy's revolutionary credit card management program allows you to set budgets, create spend controls, generate ghost cards, and manage employee spending in real time, giving business owners greater control and flexibility over their company spending. Even better, this entire service is free to you (they make their money on the credit card fees). Book a demo with Divvy or get started with Divvy now.

Relay Financial

Relay’s online banking and money management platform puts you in complete control of your cash flow. As bookkeepers, we love partnering with a bank that provides the level of detail needed to help protect your books in case of an audit. Not only does Relay do all that, but it allows us to help their clients with cash flow management in ways other banks can only dream of. Get started with Relay here.

For the tech-savvy startup that's looking for an all-in-one place to manage tasks along with intake forms, automations, communication, and collaboration, this software does it all! Be sure to have a plan for how you're going to build this system; it's easy to accidentally make your workspace too complicated. However, if used correctly, ClickUp is one of the most powerful tools on the market. Learn more about ClickUp.

Terms and Conditions | Reach ReportingRegain the hours you spend manually inputting data by quickly adding QB, Xero, datasheet, or Google Spreadsheet data to create powerful, dynamic statements, metrics, dashboards, and reports. You'll save hours on reporting!  Learn more about Reach Reporting.

OpenPhone has changed the way that businesses can communicate with their clients. If you are seeking a collaborative approach for your team to serve a wide host of clients, look no further than OpenPhone. Get started with OpenPhone and receive a $20 credit.

Hands down our favorite business to recommend, Keeper is the definition of innovation, constantly improving and looking for new ways to allow bookkeeping firms to better serve their clients through processes, automation, and systemization. Get started with Keeper and receive 20% off.

IT-Tech offers full-service managed IT solutions designed to boost productivity and efficiency while making your business more resilient against cyber threats. Learn more about IT-Tech.


The YNAB Method is a proactive, flexible, and empowering system that shows your money who's boss (hint: it's you). Those money mysteries? A thing of the past. Your financial goals? Get ready to meet them. Learn the four rules that will change your financial future forever.

Other Firms We Recommend

We love serving all clients, but there are a few industries where our collegues will really knock it out of the park for you!

Good Shepherd Bookkeeping Solutions empowers churches, ministries, and small businesses with financial strategies, processes, and resources to fulfill their calling with excellence. They began with one goal in mind: to see your ministry or small business thrive. Their experience and expertise come from years of working with ministries and helping them do well in the area of financial management and processes. They help churches & ministries focus on mission rather than money. Request a free consultation with Good Shepherd Bookkeeping.

Nonprofit Bookkeeping helps Executive Directors transform financial uncertainties into successful, mission-driven results. By creating accurate and insightful financial records, the financial information can be utilized to develop customized reporting that tells a focused story and informs the Board and Donors on how funds are being managed to achieve the Mission and show the impact of the organization. They assist in strategic financial decisions and implement efficient processes that allow Leaders to focus their efforts on promoting their programs and building relationships with Donors. Schedule a consultation with NonProfit Bookkeeping.

Lionshare Bookkeeping helps small businesses in the property management, private equity, rental property, fix-and-flip, and wholesaling industries. Since 2017, Lionshare has helped over 100 real estate investment businesses navigate complicated tax returns, nit-picky lender requests, and anxious conversations with partners about money. Their Founder, Ben Day, has served as CFO of a nine-figure real estate conglomerate, and all of their leadership team has first-hand experience in real estate investing. Schedule a consultation with Lionshare Bookkeeping.

The mission of Purple Sapphire Business Solutions is to keep your hard-earned money in your pockets and out of Uncle Sam’s hands!  They use proactive, legal strategies to reduce your tax liability. They offer tax planning and preparation services, and they work alongside your bookkeeping professional to save you the most money. Email them at to see how they can help!

Clarity Bookkeeping specializes in providing expert service to fill your bookkeeping needs. As a busy small business owner working hard to grow your business, you know how important it is to understand your finances and have them under control. You need a bookkeeper who cares as much about the success of your business as you do - that's Clarity Bookkeeping. They help fellow business owners, new and established, reach the success they dream of. See the VISION of your company with CLARITY. Contact Clarity to see how they can help.

Magnetic Bookkeeping provides bookkeeping & consulting for online course creators, content creators, and coaches. Their mission is to give you confidence, clarity and control over your finances by providing easily digestible numbers that just make sense – that way you can feel empowered stepping into your role as CEO and LAUNCH into your BIGGEST money goals! Book a consultation call with Magnetic Bookkeeping.

The mission of Aligned Books is to provide personalized service and maximize your bottom line. They are a one-stop shop offering bookkeeping, payroll, tax filing, and super cool KPIs specific to the Chiropractic industry to measure your success. Contact Aligned Books and take your chiropractic practice to the next level.