Traditional, tech-enabled accounting, bookkeeping, tax, and CFO services for business owners
AI agents that automate accounting close work
Stage
Established
Not given
Founded
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Based in
US
US
Pricing model
Paid
Contact for pricing
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
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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
QuickBooks Online integration
SOC 2 certified security
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
Enterprise-grade security with bank-grade safeguards
Integrates directly with Sage Intacct and QuickBooks
TaxBowl
Truewind