The 5 Best Alternatives to Pocketbook Strategies in 2024

Pocketbook Strategies is a financial consulting firm that offers services such as bookkeeping, financial analysis, and strategic planning for startups and small businesses. While they provide valuable support, they might not be the perfect fit for every company's unique needs.

That's why we've compiled a list of alternatives below to help you find the right financial partner for your business.

1. Pilot

At Pilot, we're dedicated to providing startups and growing businesses with the essential financial services they need. Our team of experienced accountants, fractional CFOs, and tax specialists work together to deliver accurate monthly books and expert advice, allowing you to focus on what matters most - growing your business.

What We Do

As a leading financial partner for startups and growing businesses, we offer tailored financial services across a wide range of industries, providing specialized expertise. Our dedicated team ensures personalized solutions that align with our clients' unique business needs:

• Industries: We specialize in working with high-growth technology startups, ecommerce providers, professional services, non–profits and more.
• Services: Accounting, Advisory, Financial Planning & Reporting, and Outsourced CFO support for QuickBooks Online.

Why Use Pilot?

• Time-saving: By using Pilot, you can save valuable time on bookkeeping, tax, and CFO tasks, allowing you to focus on other important aspects of your business.
• Expertise at every stage: Pilot has experience helping companies at all stages, from pre-seed to raising nine-figure Series C rounds, ensuring that your financial needs are met as your business grows.
• Improved accuracy: Pilot's innovative workflows and financial expertise result in more accurate accounting, giving you confidence in your financial data.
• Enhanced communication and collaboration: Pilot's portal offers features that facilitate better communication and collaboration between you and your financial team, streamlining the process and improving efficiency.
• Best-in-class support: Pilot provides top-notch support, including user-friendly experience, community building, and partner support, ensuring that you have the resources you need to succeed.

Our Pricing

Pilot offers various pricing options for their services:

• Bookkeeping: Starter $499/month billed annually, Core $699/month billed annually, and Plus with custom pricing.
• Tax: Essentials starting at $2,450/year and Standard starting at $5,400/year, discounted to $4,950 for 2023 taxes.
• CFO Services: Basic at $1,875/month billed annually, Essential at $3,375/month billed annually, and Custom at $5,625/month billed annually.

For custom pricing plans, visit the Pilot Pricing page and contact sales for a quote.

2. Finta

Finta is an all-in-one accounting platform designed specifically for startups, offering an efficient and cost-effective solution for bookkeeping and tax preparation. With Finta, you can easily set up your financials, access a real-time dashboard to track key metrics, and replace the need for Quickbooks and expensive bookkeepers.

• Services: Software Accounting, Bookkeeping, Tax Preparation, Financial Insights, and Support Services.
• Industries: Primarily focused on startups, particularly those in the early stages and growing past the Seed stage.
• Pricing Plans: Startup Plan $100 per month and Growth Plan $250 per month. Add-ons for Tax Filings and R&D Tax Credits are also available.

3. Graphite

Graphite is a finance department-as-a-service for early-stage and growing technology, e-commerce/CPG, and web3 startups. They operate like an in-house accounting and finance team but at a fraction of the cost, offering a wide range of services to help startups scale from pre-seed to exit.

• Industries: Blockchain & Cryptocurrency, eCommerce, Food & Beverage, Media, Retail, Software, Technology Hardware & Equipment.
• Services: Accounting, Accounts Payable, Accounts Receivable, Advisory, Auditing, Bookkeeping, Financial Planning & Reporting, Outsourced CFO, Payroll, Tax Preparation, Technology Implementation & Consulting.
• Pricing Plans: Tier 1: Accounting (starting at $850/month), Tier 2: Strategic Finance (contact for pricing), and Tax & Compliance (contact for pricing).

4. Bench

Bench is an all-in-one financial solution designed to help small businesses grow by providing expert bookkeeping, income tax preparation, and filing services. With a powerful platform and a team of dedicated experts, Bench streamlines your finances and offers peace of mind.

• Industries: Although not explicitly mentioned, Bench serves US-based business owners from various industries, as over 25,000 US-based business owners have used Bench to streamline their finances.
• Services: Monthly Bookkeeping, Tax Advisory and Filing, Catch-up Bookkeeping, Bench Retro, Year-end Tax-ready Financial Packages, P&L, Balance Sheet, and 1099 Reporting.
• Pricing Plans: Essential $249 per month billed annually or $299 per month billed monthly and Premium $399 per month billed annually or $499 per month billed monthly. Additional pricing options for catch-up bookkeeping start at $199 per month and specialized bookkeeping at $100 per month, respectively.

5. Kruze Consulting

Kruze Consulting is a leading provider of accounting, finance, HR, and tax consulting services for seed and venture capital-funded startups. With a focus on serving funded early-stage companies, Kruze Consulting offers a range of services to help startups navigate the financial landscape and achieve success.

• Industries: SaaS, Biotech, CPG, Crypto, eCommerce, Hardware, Healthcare.
• Services: Startup Accounting, Accounts Payable, Accounts Receivable, Advisory, Bookkeeping, Financial Planning & Reporting, HR, Outsourced CFO, Tax Preparation.
• Pricing Plans: Basic starting at $600 per month, Founder Timesaver starting at $850 per month, Premium starting at $750 per month, and Custom pricing for startups with more than $300k in monthly expenses.

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