| What it does | Traditional, tech-enabled accounting, bookkeeping, tax, and CFO services for business owners
| Multi-currency payment ledger for independent consultants and small agencies
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| Stage | Established
| MVP
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| Founded | Not given
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| Based in | US
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| Pricing model | Paid
| Free trial
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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 during beta through January 31, 2027. After beta: $29 per month or $249 per year (saves $99 compared with paying monthly). 14-day free trial for new accounts after beta ends.
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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
| - Record payments in 50+ currencies with automatic ECB conversion
- Track total MRR and year-to-date revenue
- Generate account statements as PDFs grouped by project
- Import clients from spreadsheet or accounting tool exports
- Invite team members as editors or view-only
- Export payment records to CSV anytime
- Identify overdue retainer payments
- View tax-year income reports
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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
| - Automatic European Central Bank exchange rates for 50+ currencies
- One-click account statements customized with client details and tax numbers
- Retainer payment tracking with overdue alerts
- Live MRR and revenue dashboard
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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