| What it does | Traditional, tech-enabled accounting, bookkeeping, tax, and CFO services for business owners
| AI bookkeeping for freelancers and 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
| Starter is free ($0/month). Pro is $20/month or $198/year ($16.50/month equivalent), saving $42/year with annual billing.
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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
| - Dashboard and manual transactions
- Invoices, customer records and bill tracking
- Business mileage logging with route planning (Pro)
- Connected bank feeds and reconciliation (Pro)
- Financial reports: Profit & Loss, Balance Sheet, Cash Flow (Pro)
- Pocket Assistant AI guidance and suggestions (Pro)
- Receipt and bill scan autofill (Pro)
- Budgets and financial comparisons (Pro)
- Multi-device access via web browser
- Support for Android and iOS apps
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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
| - No credit card required to start free Starter plan
- User maintains full control over all decisions and suggestions
- Can start with manual bookkeeping without bank connection
- Import records from QuickBooks, spreadsheets, or archives
- Single flat price with no per-feature upsells
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 15 ▼ −1 (down) since last check | 3 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 17 | 0 |
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| Citation Flow (Majestic) | 25 | 19 |
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| Referring domains (Majestic) | 68 | 8 |
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TaxBowl
Pocket Accountant