More than bookkeeping.
A whole new chapter.
Your books are a mess, your tools don't talk to each other, and you're doing everything manually. We fix all of it: accounting, AI, and automation under one roof.
Serving small businesses across industries
Sound familiar?
Your business is growing.
Your back office isn't.
Most small businesses are held back by the same handful of problems. The good news: every one of them is fixable.
15+ hrs/week
Lost to manual work
Data entry, invoice chasing, reconciling spreadsheets. You didn't start a business to do paperwork.
5+ tools
That don't talk to each other
Your CRM, accounting software, and payment tools all live in silos. Nothing syncs, everything breaks.
Thousands
Left on the table in taxes
Without proactive financial strategy, most small businesses overpay. Clean books catch what generic software misses.
$3,000+/mo
To hire even one extra person
You need help but can't justify a full-time hire. AI and automation give you the output without the overhead.
What we do
Five capabilities under one roof. Most businesses need at least two.
Bookkeeping & Finance
Monthly bookkeeping, tax preparation, payroll, and financial advisory. Not a chatbot, not an algorithm. A real person who knows your numbers.
AI & Automation
We build custom AI tools that actually solve your problems. Chatbots that know your business, document processing that saves hours, and automation that runs while you sleep.
Website Development
Fast, modern websites built to convert visitors into customers. We handle design, development, and hosting. You just tell us what your business needs.
Marketing
Get found by the right people. We handle SEO, social media, paid ads, and email campaigns, all data-driven and tailored to your business.
Backend Automation
Stop doing things manually. We connect your tools, automate your invoicing, sync your data, and build the systems that let you scale without hiring.
How it works
Book a call
30 minutes. Tell us about your business, what's working, and what's not. No pitch, just listening.
Get a plan
We put together a strategy that combines the right mix of finance, tech, and automation for your situation.
We handle it
We execute and manage everything. You get back to running your business with fewer headaches and better numbers.
1 week
Bookkeeping Onboarding
24hr
Priority Support Response
$0
Long-Term Contracts
100%
Data Ownership, Always
Our promise
We're building something different. Here's what you can expect when you work with us.
No long-term contracts
Month-to-month on every plan. If we're not earning your trust every month, you shouldn't be locked in.
Your data stays yours
Full transparency. You always own your books, your tools, and your data, even if you leave.
Real results, fast
Bookkeeping onboarding in a week. Most automations live within days. We move at startup speed, not agency speed.
Humans first, always
AI handles the repetitive work. You always talk to a real person who knows your business by name.
Bookkeeping & Finance
Monthly plans
Pick a tier. We handle the rest. All plans managed by experienced accounting professionals.
Foundations
Your books are clean, current, and ready for tax time.
- QBO maintenance & categorization
- Bank & credit card reconciliation
- Basic monthly reporting
Clarity
PopularYou always know where your business stands, and why.
- Everything in Foundations
- Structured month-end close (Double)
- Monthly financial package + narrative
- P&L, balance sheet, cash flow
Insight
Your books tell the real story, and you're ready to use it.
- Everything in Clarity
- QoE-level analysis & commentary
- KPI tracking & trend analysis
- CFO-adjacent advisory layer
Tax work sold separately: returns, planning, and filing priced as a one-time fee.
AI Consulting & Advisory
Consulting plans
Pure advisory and strategy: monthly retainers that keep you ahead of the curve.
Equipped
Get your team fluent in AI: the right tools, the right workflows.
- AI literacy & team education
- Tool selection & workflow design
- Prompt engineering fundamentals
Automated
PopularMap your operations and build a roadmap to automate them.
- Everything in Equipped
- Process audit & friction mapping
- Automation strategy & roadmapping
- Vendor & tool evaluation
Engineered
An engineer partner in your corner with deep technical strategy on demand.
- Everything in Automated
- Deep technical architecture advisory
- Engineer partner–led strategy
- Custom AI stack design & oversight
Monthly retainer · all tiers. Advisory only, build work sold separately.
Bundle & Save
Get 10% off when you combine both services
Pair any bookkeeping tier with an AI consulting tier at the same level and save 10% on your total monthly retainer.
Build Services
One-time projects
Sites, automations, and systems, scoped and priced as a one-time engagement.
Every project is scoped to your needs. Get a custom quote.
Who we are
Your books are a mess, your tools don't talk to each other, and you're doing everything manually. We fix all of it: accounting, AI, and automation under one roof. And we don't just build it and leave. We coach your team so you actually know how to use it.
Chase Wetzel
Accounting & Advisory
M.S. Accountancy · B.B.A.
CPA with a background in tax and financial advisory. Chase believes the best financial relationships are built on straight talk, genuine care, and actually enjoying the work. He holds himself to a high standard and thinks you should expect the same from anyone you trust with your business.
Noel Sengel
Software Engineer · AI & Technology
M.S. Electrical & Computer Engineering · B.S. Electrical & Computer Engineering
Software engineer in the aerospace and defense industry, specializing in AI, web development, and automation. Serial entrepreneur and founder of Wayfare, an AI-powered travel platform for booking flights and hotels; Dolos, a hardware ring company; and Haul, a food-tracking app. Noel builds the tools, systems, and infrastructure that give small businesses an unfair advantage.
Questions
If you don't see your question here, just ask us on the call.
Let's talk.
30 minutes, no obligation. We'll learn about your business and tell you exactly how we'd help.
Book a free consultation