| What it does | Traditional, tech-enabled accounting, bookkeeping, tax, and CFO services for business owners
| AI coworker for month-end close in QuickBooks Online
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| Stage | Established
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| Founded | Not given
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| Based in | US
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| Pricing model | Paid
| Freemium
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| Pricing | Solopreneur: Starting at $499/month. Business Starter: Starting at $749/month. Business Full: Starting at $999/month. Business Full + Tax Advisory: Starting at $1,499/month. Fractional CFO: Starting at $1,999/month. Fractional Controller: Starting at $1,999/month. Outsourced Accounting Department: S
| Starter: free forever for 1 client. Basic: $149/month (includes up to 4 companies) or $1,788/year. Advanced: $299/month (includes up to 15 companies) or $3,588/year. Extra companies: $25/month or $300/year each. Tax Seat: $60/month per login (4 tax clients included, $5/mo per extra). 7-day free tria
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| Key features | - Monthly bookkeeping with clean, current books and financial statements
- Payroll processing, reporting, and compliance
- Business and personal tax filings coordinated with year-round accounting
- Proactive tax planning including strategies, estimated taxes, and year-end planning
- Support with payables, receivables, invoicing, collections, and sales tax
- Controller and CFO support with cash-flow planning, forecasting, and controls
- Real-time communication through Slack collaboration
- R&D tax credit identification and optimization
- Outsourced operations and back-office support
| - Close Command Center with live auto-status for multiple clients
- Bank Feed Agent that categorizes transactions with confidence scores
- Fixed Asset Agent builds depreciation schedules automatically
- Prepaids & Accruals Agent for amortization schedules
- Reconciliation Suite with statement matching and rollforward proof
- Flux Analysis showing P&L vs prior month with variance explanations
- Workpaper Package exports for review and audit
- Client Collaboration with automatic document chasing on days 0, 3, 7
- CSV and bank statement import when feeds unavailable
- 1099 Contractor Review Agent flags missing W-9s
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| What makes it different | - Proactive tax planning routinely saves high earners $100K–$200K per year
- Boutique accounting team stays close to the work with real-time, responsive communication
- Access to network of elite CPAs, tax attorneys, and planning specialists for advanced strategies
- Books closed and owner-ready by the 10th of every month
- Potential cost offset through tax savings optimization
| - Approval-gated: nothing posts to QuickBooks without accountant review
- Built for multi-client firms, not just individual business owners
- Learns firm's categorization history to improve suggestions over time
- Published transparent pricing starting at $149/month for 4 clients
- Includes ASC 842 lease schedules and tax document collection features
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 15 ▼ −1 (down) since last check | Not checked yet ● no change since last check |
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| Trust Flow (Majestic) | 17 | 0 |
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| Citation Flow (Majestic) | 25 | 0 |
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| Referring domains (Majestic) | 68 | 0 |
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TaxBowl
CoController AI