The 5 Best Alternatives to Yogi CPA in 2024

The 5 Best Alternatives to Yogi CPA in 2024

Written by 
Pilot Team
February 4, 2024
The 5 Best Alternatives to Yogi CPA in 2024

Yogi CPA is a reputable accounting firm that specializes in providing financial services to startups and small businesses. While they offer a range of services, including bookkeeping, tax planning, and financial consulting, they might not be the perfect fit for every business's unique needs. That's why we've compiled a list of alternative accounting solutions below to help you find the best match for your startup.

1. Pilot

At Pilot, we provide a comprehensive suite of accounting, CFO, and tax services tailored for startups and growing businesses. Our team of experts, combined with our innovative software, delivers accurate monthly financial reports, allowing you to focus on what matters most - growing your business.

What We Do

As a leading accounting firm, we cater to a diverse range of industries and offer a comprehensive suite of services to support startups and growing businesses. Our team of experts is dedicated to providing personalized solutions that align with your 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.

With our unmatched accuracy and expertise, we deliver monthly financial reports that allow you to focus on what matters most - growing your business. Trust in our scalable services to support your startup, whether you're a small team or a larger organization, and let us help you achieve success.

Why Use Pilot?

  • Improved accuracy: Pilot's combination of expert accountants and innovative software ensures that your monthly financial reports are accurate, allowing you to make informed decisions for your business.
  • Enhanced communication and collaboration: Our team of professionals works closely with you to understand your unique business needs, fostering a collaborative environment that promotes transparency and trust.
  • Extensive experience at every stage of growth: Pilot has helped scale thousands of companies from the earliest pre-seed stages, providing valuable insights and support throughout your startup's journey.
  • Comprehensive suite of services: We offer a wide range of financial services, including bookkeeping, tax services, CFO services, stock administration, R&D tax credit, and AP/AR, ensuring that all your financial needs are covered.
  • Industry-specific expertise: Our team of experts has experience working with various industries, allowing us to provide tailored solutions that align with your startup's unique requirements and goals.

Our Pricing

Pilot offers various pricing options for their services:

  • Bookkeeping: Starter ($499/month), Core ($699/month), and Plus (custom pricing).
  • Tax: Essentials (starting at $2,450/year) and Standard (starting at $5,400/year).
  • CFO Services: Basic ($1,875/month), Essential ($3,375/month), and Custom ($5,625/month).

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

2. 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, all backed by a powerful platform.

  • Industries: Automotive, Construction, Consumer Services, eCommerce, Energy, Financial Services, Food & Beverage, Government & Agency, Healthcare Care Equipment & Services, Manufacturing, Media, Non-Profit and Religious, Pharmaceuticals, Biotechnology & Life Sciences, Professional Services, Real Estate & Development, Retail, Software, Technology Hardware & Equipment, Telecommunications, and Transportation.
  • Services: Bookkeeping, Tax Preparation, Catch Up Bookkeeping, and Bench Retro.
  • Pricing Plans: Essential ($249/month when billed annually, $299/month when billed monthly) and Premium ($399/month when billed annually, $499/month when billed monthly). Additional services like Catch Up bookkeeping start at $199 per month, and Specialized bookkeeping costs $100 per month.

3. Furey

Furey is an accounting, finance, and payroll partner for venture-backed startups, offering solutions that combine expert guidance and smart technology. They work with high-growth companies across various industries, helping them make informed decisions and move forward confidently.

  • Industries: Consumer Services, eCommerce, Financial Services, Food & Beverage, Healthcare Care Equipment & Services, Insurance & Brokerage, Pharmaceuticals, Biotechnology & Life Sciences, Professional Services, Retail, Software, and Technology Hardware & Equipment.
  • Services: Accounting, Accounts Payable, Accounts Receivable, Bookkeeping, Financial Planning & Reporting, HR, Payroll, and Technology Implementation & Consulting.
  • Pricing Plans: Accounting (starting at $1,500/month), Finance (starting at $1,000/month), and Payroll (starting at $500/month).

4. Zeni

Zeni is an AI-powered bookkeeping and accounting platform designed specifically for tech startups. The platform offers daily bookkeeping and real-time financial insights, enabling founders to make informed decisions and stay up-to-date with their finances.

  • Industries: While the website does not provide specific information about the industries Zeni serves, their focus is on tech startups.
  • Services: Daily Bookkeeping, Insights via Zeni Dashboard, Accrual Basis Bookkeeping, Finance Concierge, Monthly Financial Reporting, Bill Pay For Vendors, Employee Reimbursements, Chart Of Accounts, Receipt Management & Tracking, Burn Rate Calculations, Bank & Credit Card Reconciliations, API Integrations, Revenue Accounting, Invoicing For Customers (AR), Inventory Management, and Custom Reports.
  • Pricing Plans: Starter Plan (starting at $549/month when billed annually), Growth Plan (starting at $799/month when billed annually), and Enterprise Plan (custom pricing).

5. airCFO

airCFO is a financial services provider that offers best-in-class Accounting, Fractional CFO, Tax, and People Ops services to startups. They act as a trusted advisor to hundreds of venture-backed, growth-focused startups, helping them develop and grow their back office practices. With four service line offerings, airCFO can play a role in every back-office function, giving founders peace of mind knowing the work is taken care of, allowing them to focus on growing their business.

  • Services: Financial Services Accounting, Accounts Payable, Accounts Receivable, Advisory, Bookkeeping, Financial Planning & Reporting, HR, Outsourced CFO, Payroll, and Tax Preparation.
  • Industries: airCFO serves startups at various stages of development, from pre-seed to Series B+.
  • Pricing Plans: Launchpad (Accounting $500/month, Finance $315/hour, Tax $750/annually, People Ops $750/month), Launch (Accounting $1,250/month, Finance $1,600/month, Tax $2,200/annually, People Ops $1,600/month), Iterate (Accounting $1,900/month, Finance $2,500/month, Tax $3,600/annually, People Ops $2,500/month), and Scale (contact the company for pricing details). Visit the airCFO pricing page for more information or to get a quote.

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