Technology-Enabled Finance.

Better, faster, and more accurate — without replacing the human judgment that matters.

The Problem

Most growing firms face a choice: hire expensive finance staff or settle for slow, error-prone outsourced bookkeeping. Technology changes the equation.

How We Deliver Institutional-Grade Finance at a Fraction of the Cost

Data-In

Clean, GAAP-Compliant Books

Streamlined categorization, reconciliation, and close procedures that produce audit-ready financials every month.

Data-Transform

19+ Integrations, One Source of Truth

QuickBooks, Stripe, HubSpot, payroll, project management — all connected automatically. No more manual spreadsheets.

Data-Out

Real-Time Dashboards and Reporting

Real-time dashboards, board decks, and financial packages that are always current — not waiting on last month's PDF.

Traditional Firm vs. Maverick

Side-by-side: what changes when your accounting firm uses technology properly.

Traditional FirmMaverick
Monthly close3-4 weeks7-10 business days
Data sourcesManual spreadsheets19+ automated connectors
Dashboard refreshMonthly PDFReal-time, always current
Your dataLocked in their systemFull export anytime, you own it all
Cost vs. in-houseSimilar or moreSave 40-60%

Your Data, Always

We believe your financial data belongs to you — period. Full export anytime, in standard formats. Your chart of accounts, your business rules, your transaction history. No lock-in, no exit fees, no hostage data. If you ever leave, you take everything with you. That's not a feature — it's a principle.

Always CPA-Led

Every output is reviewed by a licensed CPA. We use technology to accelerate — never to replace — professional judgment. The automation handles the repetitive work. The CPAs handle the decisions that matter.

See what technology-enabled finance looks like for your business.

A 30-minute call with Dave is all it takes to understand how our platform and team can help.

Talk to Dave