Our purpose is to build the accounting firms of the future and change lives for the better.
Sustainability is what that purpose looks like over decades instead of quarters. It is woven into everything we do, because we are here for the long haul.
Here is the honest math: a 20 person technology firm's own footprint is
small. Our leverage is not. We drive the technology decisions for
dozens of accounting firms, which means every choice we standardize
multiplies across thousands of people, devices, and workflows. So we
measure our sustainability the same way we measure everything else: by
what happens for our clients. We are winning when our clients are
winning, growing, and making a greater impact in the world.
Three parts: people, planet, and value that lasts.
Social
People and communities
Protecting families, not just firms.
Every accounting firm we serve holds sensitive financial data for hundreds or thousands of households and businesses. When we write a firm’s security plan and enforce it every day, we are protecting real people from identity theft, fraud, and the fallout of a breach. Security governance is a social good, and we treat it that way.
Good jobs, wherever the talent lives.
Our team spans the globe. Every team member works from home, with health coverage, monthly one on one development, and a real career path. Less commuting, more time with family, and the belief that great work can come from anywhere. We build our team the way we help you build yours.
Everyone keeps learning and growing.
We empower our clients’ teams to adopt and leverage new technology continuously, so people spend their careers getting better instead of getting left behind. The security awareness training we deliver does not stay at the office either. The habits that protect a firm’s data also protect our clients’ people and their families at home.
Technology that includes everyone.
Tech anxiety is real. We slow down, explain in plain language, and design systems that work for the least technical person in the firm, not just the most. Nobody gets left behind by their own tools.
Environmental
Lighter footprint, by design
Our biggest environmental lever is our clients’ technology.
Every server we consolidate out of an office closet into the cloud is a machine that no longer runs around the clock on local power. Our platform is built on Microsoft, which has matched 100 percent of its global electricity consumption with renewable energy and has committed to being carbon negative by 2030. A modern firm running in efficient, renewable powered datacenters has a fraction of the footprint of the server room it replaced, and we drive that migration for firm after firm.
Hardware that lives longer and retires responsibly.
We plan hardware on a four year lifecycle, and every device we sell is covered by our take-back program. Retired equipment is repurposed, reused, or recycled to the greatest extent possible. We standardize on Dell, whose asset recovery and takeback programs securely retire equipment and return materials to the supply chain, and whose products increasingly use recycled and renewable materials. Nothing goes in a drawer, and nothing goes to a landfill that does not have to.
A simpler stack is a lighter stack.
We simplify our clients’ technology with fewer apps that work better together. Fewer tools means less compute, less license sprawl, less data scattered across systems, and less to secure. Simple is efficient, and efficient is sustainable.
Work from anywhere means drive almost nowhere.
We enable remote and hybrid work for our team and for our clients’ teams. Fewer commutes, fewer emissions. The same technology that secures a distributed firm is the technology that shrinks its footprint.
Less paper in a paper heavy profession.
Document management, e-signature, and digital workflows replace the printing, shipping, and storing of paper that has defined accounting for a century.
Vendors held to the same standard.
We weigh environmental and social commitments when we choose the platforms we build on, from Dell and Microsoft to the operational tools that run our own business.
Value creation
Value that compounds
Every quarter, we level up.
We meet with every client every quarter to plan, adopt, and apply new technology, automation, and AI to their goals. Sustainable value is not a one time project. It is a cadence that compounds, ninety days at a time.
Grow without adding headcount.
The firms we serve add clients, not overhead. Efficient technology means the same team serves more clients at higher margins, year after year. That is the most sustainable kind of growth there is.
Wealth that flows downstream.
When an accounting firm adopts the right technology, the benefit does not stop at the firm. Faster close, better advisory, and smarter tools help the firm’s clients build and keep more wealth. We measure our impact by how far it travels.
Enterprise value, built in.
Firms with documented, secure, modern technology are worth more. In a consolidating profession, the work we do every quarter shows up in the valuation when an owner is ready for succession, merger, or sale. Good IT is not an expense. It is equity.
Diligence ready, by design.
Firms owned by or selling to investors face growing questions about security, governance, and sustainability. Our clients answer those questions with documentation instead of scrambling, because the posture already exists.
A relationship we earn every month.
No long term contracts, no lock in, 60 day cancellation any time. The only way we keep a client is by deserving to. That alignment is the foundation everything else is built on.
Measured, not claimed
We run on measurables
We run our company on EOS, which means commitments live on a
scorecard with an owner, not in a mission statement. Sustainability
is no different. Here is where we stand today:
100%
of our team works fully remote.
100%
of the end users we support receive cybersecurity awareness training.
100%
of the equipment we sell is covered by our take-back program for responsible reuse and recycling.
These are starting points, not finish lines. As we build baselines for
more of our impact, we will report more.
Sustainability is not a program we run on the side. It is what happens
when caring, accountable, responsive, and empathetic people build for
the long haul: for our team, our clients, and the firms of the future.
Add clients. Not headaches.
See what the right platform does for your margins. Book a discovery call with our team.
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