| What it does | Traditional, tech-enabled accounting, bookkeeping, tax, and CFO services for business owners
| Quote to cash workflow for small businesses
|
|---|
| Stage | Established
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | US
| Not given
|
|---|
| Pricing model | Paid
| Free trial
|
|---|
| 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 14-day trial available. Paid subscriptions offered as recurring subscriptions with pricing shown at checkout.
|
|---|
| 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
| - Create professional quotes with line items, pricing, tax, discounts, deposits, and expiration dates
- Track when customers view quotes
- Convert approved quotes to invoices
- Automate payment reminders
- Track outstanding and overdue invoices
- QuickBooks sync for invoice and payment status
- Quote-to-cash workflow view
- Mobile access for quote creation and management
|
|---|
| 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
| - Focused tool that works alongside existing accounting software instead of replacing it
- Automates the uncomfortable follow-up work that small businesses lose time on
- Simple quote-to-cash path without requiring accounting migration
- Free trial with sample data to try before using real business data
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | 15 ▼ −1 (down) since last check | Not checked yet ● no change since last check |
|---|
| Trust Flow (Majestic) | 17 | 6 |
|---|
| Citation Flow (Majestic) | 25 | 20 |
|---|
| Referring domains (Majestic) | 68 | 8 |
|---|
TaxBowl
OwePilot