Home / Segment B / TechOps

Tech
Ops.

§B

The infrastructure layer. Modern storefronts, payment rails wired directly into accounting, onboarding pipelines that run themselves, and real-time dashboards that show the numbers before month-end close does.

Built by the same CPA who runs your books. Same brain, both sides.
No drag-and-drop bloat. Clean code, fast load, honest performance.
Every system built to feed the ledger — not work around it.
The Thesis

Most businesses wire their systems after their books.

We do both, together.

When the team who reconciles your bank feed is the same team that built the Stripe integration, the storefront, and the dashboard — there's no finger-pointing. No "that's a developer question." Just one partner, accountable for the whole stack.

~/twaccounting/stack.json
$ cat stack.json
{
"storefront": "Vite + React + TS",
"payments": "Stripe → QBO",
"automation": "Zapier / Make / custom",
"dashboards": "Postgres + Metabase",
"ledger": "QuickBooks / Xero / NetSuite",
"operated_by": "one team"
}
$ ./deploy
Capabilities

Four layers. One integrated system.

01
B.01

Web Design & Hosting

Fast, secure, minimalist digital storefronts — hand-built, not assembled from drag-and-drop bloat. Optimized for lead capture and conversion, with every millisecond of load time accounted for.

[+]Custom React / Vite storefronts (no bloated builders)
[+]Squarespace, Webflow, or custom hosting
[+]Conversion-optimized lead capture forms
[+]Performance tuning, SEO, accessibility baseline
Stack
→ Vite + React + TypeScript
→ Tailwind CSS
→ Squarespace override (when needed)
→ Vercel / Netlify hosting
→ Web3Forms & custom intake
02
B.02

Payment & Revenue Integration

Stripe, wired directly into your accounting software. Client booking portals that hit both the calendar and the general ledger. Deposits that land in your bank account and appear correctly categorized in QuickBooks the same afternoon.

[+]Stripe / Square payment integration
[+]Direct sync to QuickBooks / Xero / NetSuite
[+]Client booking & intake portals
[+]Subscription billing & recurring revenue setup
Pipeline
Client
Stripe
Ledger

One flow. Zero manual entry.

03
B.03

Workflow Automation

Every manual administrative task you're doing twice is a candidate for automation. Client onboarding pipelines that run themselves, email routing that routes, and the grunt-work that was draining your team now running quietly in the background.

[+]Client onboarding & intake pipelines
[+]Automated email routing & templated responses
[+]Document generation (engagement letters, invoices)
[+]CRM ↔ Accounting ↔ Email system wiring
Before / After
BEFORE

4 hours/week manually onboarding each client.

AFTER

Intake → agreement → kickoff email, all automatic.

04
B.04

Executive Dashboards

Secure database architectures feeding real-time visual dashboards for your key growth indicators. Stop waiting for month-end close to know where the business stands — watch it live, on a screen, with clean access controls.

[+]Real-time KPI dashboards (revenue, churn, margin)
[+]Secure Postgres / Supabase database architecture
[+]Role-based access for owners, leads, staff
[+]Automated cash runway & forecast visualization
Live · 11:42 AM
MTD REVENUE
$47,320
↑ 18% vs. last month
RUNWAY
14 mo
MARGIN
38%
Why a CPA builds this

Freelancers build tech. Agencies build brands.
We build financial operations.

Freelance Dev
Builds what's asked.

Ships the storefront. Doesn't know what your CPA will need it to produce. Hand-offs break every quarter.

Agency
Builds the aesthetic.

Pretty site. Branded. Doesn't wire to accounting, doesn't think about reconciliation, doesn't know what the books need.

TW Accounting & Consulting
Builds for the ledger.

Every form, every payment, every automated workflow is designed around the accounting output it produces. One brain, both sides.

How We Engage

Three engagement models.

Model 01 one-time

Project Build

Scoped deliverable with a fixed timeline. Storefront, dashboard, or automation pipeline built, handed over, and documented.

Fixed scope + quote
4–8 week delivery
30-day post-launch support
Model 02 ongoing

Retainer

Monthly allocation for continuous improvements, hosting, updates, and new system integrations as the business grows.

Monthly hours allocation
Hosting & maintenance included
Roadmap review each quarter
Model 03 integrated

Full-Stack

Both segments, bundled. One engagement letter covers bookkeeping, tax, CFO advisory, and the full tech stack that feeds it.

Accounting + TechOps, unified
Single monthly retainer
Best-fit for scaling businesses
Request a Build

Tell us what you're building.

Five minutes. Tell us the project, your existing stack, and what's blocking you. We'll reply within two business days with a scoped proposal or a candid "not a fit."

build-request.log
response time: < 2 business days
scope call: free, 30 min
proposal format: plain-english, fixed quote
engagement start: typically 7–14 days
TechOps Intake