| What it does | Traditional, tech-enabled accounting, bookkeeping, tax, and CFO services for business owners
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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
| Free: 8 pages forever, no credit card required. Basic: $5/month for 25 pages/month. Pro: $20/month for 500 pages/month. Business: $75/month for 2,000 pages/month. Annual plans available with 20% discount.
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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
| - Converts multi-page PDFs in under 15 seconds
- 99.4% accuracy on amounts, dates and references
- Supports 400+ global banks
- Files processed in memory and deleted immediately
- Handles password-protected PDFs
- Free QuickBooks bulk tools included on all plans
- Complies with GDPR and CCPA data protection standards
- Supports OCR for scanned PDFs on Business plan
- Team seats available on Business plan
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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
| - Instant conversion in under 15 seconds with no queuing or manual processing required
- Files never stored on servers; data processed in memory and deleted immediately
- Supports 400+ banks worldwide including regional and digital banks
- 34 free QuickBooks tools included with every plan, no upgrades required
- Export directly to QuickBooks, Xero and Google Sheets in one tool
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 14 ▼ −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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