| What it does | Traditional, tech-enabled accounting, bookkeeping, tax, and CFO services for business owners
| Billing software for law firms and accounting firms
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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
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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
| Practice (1–10 users): $30/user/month or $324/user/year; Firm (11–25 users): $27/user/month or $288/user/year; Scale (26+ users): $24/user/month or $252/user/year. 30-day free trial included.
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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
| - Time tracking with billable-hour revisions
- Flat fees and retainers
- IOLTA trust accounting with three-way reconciliation
- Online invoicing with secure payment links
- Online payments via Stripe and PlaceToPay
- LEDES 1998B electronic billing export
- QuickBooks Online two-way integration
- Recurring billing for standing charges
- A/R aging and collection reporting
- Bilingual support in English and Spanish
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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
| - Matter-based organization for law firms and engagement-based for accounting firms in one platform
- IOLTA trust accounting built in with per-client and per-matter ledgers and append-only audit trail
- Every feature in every pricing tier, no modules or per-invoice fees
- Data import from current billing systems with CSV mapping and validation
- Automatic payment posting and reconciliation with online payments
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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 | 15 |
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| Referring domains (Majestic) | 68 | 2 |
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TaxBowl
ModusBill