Future-Ready Technology.

Each year we attend the most premier national conferences to stay up-to-date on the latest trends of technology in our profession. 

Here is a brief outline of our tech-stack.


Workflow Management

Karbon is where we manage our workflows, communicate within our team, and deliver exceptional client work. Imagine if  zero inbox, Salesforce CRM, and your favorite to-do list had a baby – that’s what our workflow management system is like! We are very proud of our partnership with Karbon workflow management – just ask us about it!.

What is Karbon?

Cloud Accounting

Remember when “cloud” was talked about as a new thing? Well it’s here, and it provides real-time access to help you “know your numbers”. We are proud to be a cloud accounting provider through Quickbooks Online.


Paperless Bill Pay

Don’t hassle with printing checks and applying postage stamps! Our paperless bill pay services through Bill.com allow you to approve and pay your invoices from your smartphone, tablet, or laptop from your living room or your family vacation. It keeps you in control of your business finances, without keeping you chained to your office!

Easier Timesheet Tracking

Our clients can easily track timesheets in the cloud across all devices to streamline the payroll process.


Secure File Sharing Portal

Citrix ShareFile provides us with business-class file sharing so we can work with our clients in a paperless environment. We can quickly upload and download information requests with our clients.

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Our focus on client service has resulted in Compere Robinette CPAs (CRC)


By completing our two-minute intake form, you can be on your way to a Five Star Experience, too.