Software Resources for Accountants, Farms, and Small Businesses
Explore purpose-built tools I’ve created for accountants, farm operations, and small business owners to streamline client engagement, time tracking, and daily cash flow insights.
FirmPilot.io – Client Engagement for CPAs & EAs
FirmPilot.io is modern client engagement software for accounting and tax firms, combining proposals, digital engagement letters, tax-season scheduling, and online payments in one streamlined platform built by a CPA. [web:8][cite:1]
- Send professional proposals and engagement letters in minutes.
- Automate scheduling and reminders for tax season and advisory work.
- Get paid online with clear, transparent workflows your clients understand.
AgriTime.app – Time Tracking for Farms
AgriTime.app is a farm-focused time tracking and labor management tool that helps growers and ag contractors track field hours, crews, and jobs so payroll and job costing stay accurate and up to date. [web:12][web:18]
- Record crew and equipment hours directly from the field, even offline.
- Tag time by job, field, crop, or location for precise reporting.
- Export clean data into your payroll and accounting systems in minutes.
TheDailyBalance.app – Daily Cash Flow Visibility
TheDailyBalance.app gives small business owners a simple daily view of bank balances, upcoming bills, and key financial KPIs so they can see cash stress coming before it hits. [web:16][cite:2]
- See today’s balances alongside upcoming income and bills.
- Track custom KPIs based on your accounting data and cash cycle.
- Use a friendly dashboard to make faster, more confident money decisions.