Zenith
Most firms send a spreadsheet once a month.
We built something better.
The problem
Most clients had no idea what was going on with their own business.
Not because they weren't smart. Because nobody showed them in a way that made sense.
A once-a-month email. A PDF nobody opened. A call every quarter to review numbers that were already three months old.
We decided your finances should feel like something you actually own — not something you hear about after the fact.
What's inside
Everything you need to stay close to your business.
Live financials
Cash balance, P&L, and cash flow — pulled directly from your books and updated automatically. Drill into any line. No spreadsheet, no delay.
A direct line to your team
Send a question, flag an expense, share a document — without email. Your whole conversation history lives here. We respond the same day.
Your documents, always available
Tax returns, financial statements, engagement letters. Organized by year, downloadable anytime. No "can you resend that?"
Sign your tax return here
When your return is ready, we send it directly to your portal. Review it, sign electronically, and you're done. No printing. No FedEx.
Track your goals
Set a revenue or profit target at the start of the year. Watch your real-time progress through it. Know if you're on pace before year-end.
Works on your phone
Open it in any browser — phone, tablet, or desktop. Nothing to install.
Simple by design
Sign in with a magic link.
No password to remember.
Enter your email address. Click the link we send you. You're in.
No account to create. No password to forget. No two-factor codes. Just your email and a link that works.
Included with every engagement
From day one, you have a live view of your business.
And a direct line to your team.
Start the conversation