| What it does | Traditional, tech-enabled accounting, bookkeeping, tax, and CFO services for business owners
| All-in-one business management tool for small businesses
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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
| Solo: $10/month (billed monthly) or $7.50/month (billed annually); Pro: $19.99/month (billed monthly) or $16.58/month (billed annually); Enterprise: $90/month (billed monthly) or $75/month (billed annually). Annual billing saves 20-30%. Free 7-day trial with no credit card required.
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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
| - Invoice generation with multi-currency support and custom templates
- Automated payment reminders and invoice sharing with password protection
- Estimates and quotes that convert to invoices with one click
- Recurring invoice automation on flexible schedules
- Project and task management with time tracking
- AI assistant for invoice creation and routine tasks
- Real-time analytics and financial insights
- Role-based team access control
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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
| - Create invoices in 12 languages and over 150 currencies with live exchange rates
- AI assistant that reaches your real records and stops for approval before making changes
- Convert hours worked directly into invoice line items in under 60 seconds
- No hidden fees and 7-day free trial without credit card requirement
- AES-256 encryption at rest and TLS encryption in transit for data security
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 15 ▼ −1 (down) since last check | 25 ▼ −1 (down) since last check |
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| Trust Flow (Majestic) | 17 | 9 |
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| Citation Flow (Majestic) | 25 | 28 |
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| Referring domains (Majestic) | 68 | 58 |
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TaxBowl
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