Make each service and its starting point clear.
Separate ongoing bookkeeping, tax work and fractional finance engagements. Explain who each service is for, what information starts the conversation, and how clients will work with your team.
Accounting firms & fractional finance teams
A client website and a shared desk for the monthly work.
Better fit. Lower total cost.
Help businesses choose bookkeeping, tax or finance support, then give your team a clear view of the records and reviews needed each month. We can replace overlapping client-portal and practice-workflow tools with a lower-cost system for the work you actually do.
Fictional studio concept
A thoughtful introduction
- 01Choose the support needed↓
- 02Describe the business and current records↓
- 03Discuss the engagement↗
Website and software
What we can build
See what is missing before the review is due.
Create recurring client checklists with responsible staff, document requests, due dates and review status. Keep unanswered questions and supporting records beside the month or engagement they belong to.
A project we could build
A monthly client checklist with records and review status
Give clients their current requests and give staff one view of who has supplied records, what needs review and which questions remain open.
What it could replace
- The agreed client-portal and recurring-workflow plans
- Practice-management and reporting subscriptions whose used functions are included
Costs to account for
- Hosting, protected storage and message delivery
- Bank-data, filing or signature services where the agreed system needs them
Compare software charges after including client and document migration, storage, staff access and support around reporting or filing peaks. Ledger or tax-software replacement can be assessed as a separate or expanded scope.
Explore the concept ↗Try a website example
Foliohelm Advisory
Mark the status of five sample accounting workstreams, choose a business decision, and see the unresolved items together.
Try this demoFictional business. Working design concept. This demonstrates the website and tool described here, not a deployed client system or a claim of results.Cheaper and better
A smaller software bill for running each client engagement.
Combine recurring checklists, document requests and client updates so you can retire overlapping portal and workflow subscriptions. The aim is lower total cost, including migration and support, and a clearer view of each client's missing records and next review.
Compare the full cost: Augmere’s price, migration, hosting, support and any services you retain. Count staff time saved separately from subscription savings.
How we compare price and performanceCompare your options
Get a better setup.
Pay less for it.
Send your website, an agency quote or the software you pay for. We’ll compare the complete cost and the improvements a custom build can deliver.
Compare your project