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Innovating the Accounting and Bookkeeping Process

With Forward-Thinking Technology

The Shift philosophy is all about redefining what it means for you to work with accountants. We know you need an accountant who understands the ins and outs of your business, from the equipment you buy to the way you invoice customers. But you also need an account who’s involved.

Here are some of the technology we use.

We’re a partner of Xero...

a beautiful, integrated accounting and bookkeeping service that moves all of your financial data into the cloud and keeps track of everything in real-time. This means we provide you with a real-time view of your cashflow and how you’re tracking toward your financial goals.

We also use Hubdoc...

a secure, cloud-based document storage system that puts all of your important documents in one, easy-to-access space, such as bank account statements and vendor invoices.

We also use Plooto

for payment processing. Paying your vendors have never been easier with Plooto. Payments are directly deposited to your vendor, meaning no more writing or mailing checks. Talk about hassle-free payment processing!

Why do we focus on technology? Because we love to share information, and we want to see you succeed without breaking a sweat over your finances. By using the most forward-thinking, innovation technology in the accounting industry, we’re able to do just that.

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