Opal Nest & AI

At Opal Nest, we apply AI reviewing software alongside experienced professionals to catch errors early, identify potential red flags, and keep your books and tax filings accurate. Businesses move forward with confidence and fewer surprises, now and into the future.

Whether you're launching your first venture or have been running an established company for decades, Opal Nest designs accounting and tax solutions around the way your business truly operates, combining tailored workflows with advanced AI assisted reviews to reduce risk and give you clear, reliable numbers with fewer surprises.

  • We're a team of passionate thinkers and doers, dedicated to building with purpose and clarity. Collaboration and curiosity drive everything we do.

  • We believe in keeping things simple, smart, and human. Every project starts with listening and ends with something we're proud to share.

  • From startups to seasoned brands, we partner with people who care about doing things right—and doing them well.

Proactive Insight

Less Guesswork. More Confidence.

Most businesses worry before April

"Am I overpaying in taxes?"

"Is there something we missed that will bite me later?"

"Why does this always feel like a last minute scramble?"

We design your accounting around your concerns

  • Year round planning, federal and state returns, quarterly estimates, sales tax, payroll tax, and 1099 preparation.

  • Accurate record keeping, bank reconciliation, payroll processing, financial statements, and catching up on past periods.

  • Custom reporting, job costing, financial forecasting, fixed asset management, and audit preparation.

  • Entity structure guidance, QuickBooks setup, internal controls, part time CFO support, and process improvements.

A Second Set of Eyes on Every Return

Behind the scenes, your returns go through both a certified public accountant and an AI review system trained on thousands of tax scenarios.

Flagging Potential Issues

  • Income mismatches, payroll issues, risky deductions, and missing documentation, all reviewed automatically.

Opal & your business

  • We save many hours each year, allowing us to reinvest in planning, explaining, and supporting your business.

Spotting Inconsistencies Early

  • We catch things that commonly trigger IRS notices before they go out the door.

Simple Next Steps

Show Us Your Current Setup,

how you're currently handling books & taxes.

We Highlight the Risks,

where you may be overpaying or exposed to risk.

Opal Nest then provides,

A clear plan: what we'd change, what we'd keep, and what it would cost.