Contact

Start a conversation — we'll route it to the right lane

Tell us about the report, the close, or the workflow that hurts. Consulting, CPA/CAS, and MSOFlow requests all start here. We read everything.

The fastest path: tell us what hurts

Describe one recurring report or close task that hurts. We'll tell you honestly whether it's a fit, which lane makes sense, and what it would cost. If a call is the right next step, we'll send times. No demo theater.

Two or three sentences about the report, the close, or the workflow that hurts is plenty — the email opens pre-structured for you. We read everything and reply within one business day. No confidential data, please — scoping starts with a description, not your files.

What happens next

1. We reply with a few scoping questions
2. A 20–30 minute workflow conversation
3. A fixed-scope proposal, or an honest “not a fit”

See it work first

The best introduction is the product itself — both tools below run entirely in your browser, with your own files. Nothing is uploaded anywhere.

The deck demo

One PowerPoint template + one spreadsheet → a finished deck per entity, in your browser. Try the live demo

The intercompany tie-out scanner

Upload your due-to/due-from balances and see which entity pairs actually balance — tickmarked in seconds. Scan your group

MSOFlow early access: the self-serve app launches soon with founding-member pricing. Email matt@msoflow.io with the subject “early access” and you're on the list.