We Do It Book Keeping

We do it book keeping: Your new generative AI-powered financial assistant. Learn more

The global financial technology platform that gives you the power to prosper

WHAT WE DO

We do it book keeping platform helps you achieve financial confidence with TurboTax, Credit Karma, QuickBooks, and Mailchimp. One person, one community at a time.

Turbotax
Credit karma
Quickbooks
Milchimp

TURBOTAX

Get your taxes done right

File with complete trust, whether you do it yourself or with help from tax experts.

Go to TurboTax

CREDIT KARMA

Reach your money goals

Simplify your finances, and make the most of your money.

Go to Credit Karma

QUICKBOOKS

Seamlessly connect your business and tools

Manage everything in one place, and make financial decisions with confidence.

Go to Quickbooks

MAILCHIMP

Turn emails into revenue

Use automated technology to increase customer engagement and sales.

Go to Mailchimp

Turbotax

Credit karma

Quickbooks

Milchimp

Turbotax

Credit karma

Quickbooks

Milchimp

How We do it book keeping powers prosperity for

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COMMUNITY EFFORTS

How We do it book keeping helps communities prosper

Bookkeeping

In the blogs: HIPAA HIPAA hooray

IT hygiene; final tally; movements in the U.S. dollar; and other highlights from our favorite tax bloggers.

Bookkeeping

AI is delivering tangible benefits this tax season

From spotting anomalies to enhancing accuracy to streamlining client communication, tax preparers are no longer being bogged down by operational...

Bookkeeping

The retirement opportunity accountants can’t afford to miss

Something big is happening in the American retirement landscape, and small businesses are right in the middle of it.

Bookkeeping

The value gap between internal succession and external transactions

When they understand their market value, accounting firms are often torn about what to do.

Bookkeeping

Evaluating AI vendors? Start with these 4 criteria

Choosing the right AI implementation partner is one of the most consequential decisions a firm will make right now, but...

Bookkeeping

Internal audit’s role in guiding AI responsibly

The internal audit function can help the enterprise pursue innovation responsibly by encouraging the development of risk management early in...

Bookkeeping

Leading adaptive transformation in the face of AI

When accounting firm leaders build guardrails, train their people and stay actively engaged, AI will become a force multiplier —...

Bookkeeping

Accounting firms need new metrics for an old model

The old measurements of leverage, utilization, margin, billing rate, and realization fall short of the new reality.

Bookkeeping

Tax Strategy: Preparing for Trump account contributions

More than 4 million children have been signed up for Trump accounts — but millions more are eligible.

Bookkeeping

Can AI pass a course in accounting ethics?

An experiment with having artificial intelligence write papers for a college accounting course reveals some of its current limitations.

Bookkeeping

A modern operating model for firms

Accounting firms that are best positioned to capture the growth from advisory services must do more than rethink the services...

Bookkeeping

How AI is forcing a rethink of services, skills and pricing

The accounting community is focused on how AI is changing what accountants do. But the truth is that AI is...

Bookkeeping

In the blogs: Clowning around

Lone Star steal; Matchmaker, Matchmaker; under pressure; and other highlights from our favorite tax bloggers.

Bookkeeping

Reduce billing disputes to accelerate cash flow

Reducing disputes is not about chasing collections more aggressively. It's about designing billing processes for how work is performed and...

Bookkeeping

Tax season reminds us email is also a compliance channel

Treating email as a managed communication channel rather than an individual employee tool helps maintain higher standards of professionalism and...

Bookkeeping

What to know about the new IRS digital asset rules

The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage:...

Bookkeeping

Designing an AI-ready accounting function

As artificial intelligence rapidly reshapes the finance landscape, accounting leaders face a pivotal moment.

Bookkeeping

How fire-damaged small businesses rebuilt when insurance failed

Micro-captive insurance plans under the Internal Revenue Code are providing small businesses in California the ability to rebuild faster after...

Bookkeeping

Pathways to Growth: Learn the language of the competition

As new players flood into accounting, it's important to understand how they speak.

Bookkeeping

What cutting bookkeeping means for the future of advisory

Minimizing time spent on tasks like bookkeeping and focusing on advisory work freed me to deliver more value to clients...