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Tech stack · Kick · Our bookkeeping platform · ETS is a flagship partner

Books built for small business. Not for accountants.

Kick is the bookkeeping platform we use for every client engagement. It pulls in your bank activity, sorts it, keeps each business separate, and lines the accounts up with what your tax preparer needs. That last part is the one that matters most. Clean books that nobody has to translate at year end.

What Kick is

A bookkeeping platform with AI underneath. Built for owners, not auditors.

Kick is a modern bookkeeping platform. The architecture is bank feeds + AI categorization + clean P&L / Balance Sheet / Cash Flow output + multi-entity sub-accounts. The chart of accounts is pre-built for small business, not the 200-line generic IRS template QuickBooks defaults to. Categorization happens in seconds, not in evenings.

What we like about Kick (besides the partnership): the team listens. Features we've asked for in tax-firm workflow have shipped. The roadmap is owner-friendly, not auditor-friendly. And the data export is clean. If you ever leave the platform, your data exports in a format any other accountant can read.

How we use it with you

Two paths. Same platform underneath.

Path 01 · Self-serve

You run the books in Kick. We look at them once a year.

$80 / mo

Covers your Kick license at the basic level plus one review a year with us, so someone who knows tax sees your books before they become a return. You stay in control of the data; we're the safety net.

Full details on both paths: /services/bookkeeping.

Common questions

What clients ask about Kick before engaging.

Why Kick and not QuickBooks?

QuickBooks is built for accountants. Kick is built for small-business owners. The chart of accounts maps cleanly to what your tax preparer actually needs, which means year-end cleanup costs drop to near-zero. AI-assisted categorization means you're not pushing transactions one at a time. Kick keeps your S corp, LLC, and personal accounts separate.

If I'm on QuickBooks already, do I have to migrate?

Yes. We work in Kick and nothing else, on both paths. One system on purpose: it is how we stay fast and careful. We move your books over at no charge when you start, so you do not migrate anything yourself.

What's the disclosure on the ETS / Kick relationship?

ETS is a paid Kick partner. We use Kick because it's the platform we'd pick anyway. If we'd chosen something else, we'd say so. The partnership lets us co-build templates, get faster support escalations, and influence the roadmap on features that matter for tax-firm clients.

Can I keep my books in Kick after I leave ETS?

Yes. The Kick workspace is yours. If you stop being a client, you keep the workspace, the chart of accounts, every historical month, and your subscription. We don't lock anything.

Next step

One Discovery call. We pick the right path for your books.

Bring your transaction volume, current platform, and how hands-on you want to be. We'll recommend Kick self-serve or ETS-as-bookkeeper on Kick, and quote the engagement before any work starts.

Book a free call →
No payment until after the Discovery call · 15-minute slots on the calendar

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