You

Maybe you call yourself an accountant. Or a CPA. Or an EA. Or a bookkeeper or tax professional or accounting professional or a CFO or…or…or… maybe a few of the above or something else entirely.

You work with people and you work with numbers and forms and pulling all of that information together. You need to maintain clients contact information and demographic details and a list of professionals and it would be lovely to see maybe the last three years’ projects, quotes, and actuals all in one place.

You don’t want the clutter of all the details of completing work when looking at this information.

Your team is probably small – under 20, likely under 10, and we wouldn’t be surprised if most of our users have between 1 and 5 people involved with/active at their firm.

You value tools that solve problems for you, but not at $5,000+ year plus additional user fees.

You recognize the need for and place of sales within your organization, but it’s not the driving force of your firm. It’s the people, the clients, and the connections you celebrate and value the most.

This CRM may have your name on it.

Us

We’re a scrappy team of two, with active plans to grow into a team with multiple developers, support technicians, sales people, and more. And to pay them a living wage based on our location or theirs, whichever is higher.

Sam Justice is a dad and a web developer. From supporting a friend during ancient history to building a (admittedly now defunct) meal planning app and reviving a popular internet gaming tradition through Redux, his experience with developing custom software that serves the needs of its user base is strong. Sam regularly listens to the people and works hard to give them what they want. The stay-at-home-parenting he’s done for the last dozen years has certainly fed into learning to hear and understand those specific, customized demands and delightfully surprising with all the desires and the gentle let-down when boundaries and the realm of possibility needs to be recognized.

Megan Justice is an EA and LTC with over twenty years of experience working with and for small businesses and their owners. Other than a brief stint at a multi-national corporation providing technical support to the Navy and an equally brief stint at an ~40 local CPA firm, Megan has worked exclusively for small businesses with 1 to 4 owners and teams of fifteen or less. She knows and understands the need to have information at your fingertips and that minimalism can save the day by preventing fussing and helping the work get started.

And, yes, we have the same last name. Yes, we fully plan to hire people with different last names down the road.