Best for: Small businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.
What's included:
Real-time visibility into your finances
Cash-based P&L and balance sheet based on your bank and credit card activity
Year-end package for your tax preparer
Support from your dedicated US-based bookkeeping team in-app and over email
Best for: Startups and growing businesses that rely on books to make operational decisions. Get detailed insights and reporting that your partners, lenders, and investors expect.
What's included:
Real-time visibility into your finances
Cash- or accrual-based P&L and balance sheet enriched with data from all your tools and systems
Faster monthly close with reports delivered on the 10th business day
Year-end package for your own tax preparer
Support from your dedicated US-based bookkeeping team in-app, email and over the phone
Best for: Startups and small businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with only the services you need.
Custom plans can include:
Everything in Essentials or Core
Income tax filings and tax planning
Payroll administration
Vendor payments
Sales tax management
Stock administration
R&D tax credit
CFO advisory, financial planning, and fundraising support
Support from your dedicated US-based finance and accounting team through every channel you need—in-app, email, phone, and Slack for CFO advisory customers
Best for: Businesses in their first year spending less than $500k/year.
What's included:
Free tax extension
Federal corporate income tax filing
State corporate income tax filing
Starts at
Best for: Startups and unprofitable C corps with no foreign subsidiaries.
What's included:
Free tax extension
Federal corporate income tax filing
State corporate income tax filing
Delaware Franchise tax filing
Up to 10 1099–NEC filings
Support from your dedicated team over email all year-round.
Starts at
Best for: Growing or profitable businesses of any entity type.
What's included:
Free tax extension
Federal corporate income tax filing
State corporate income tax filing
Delaware Franchise tax filing
Up to 25 1099–NEC filings
Support from your dedicated team over email all year-round.
Starts at
Best for: companies seeking to analyze business performance and discover key insights.
What's included:
Custom financial model with strategic insights
Budget vs actuals variance analysis
Scenario planning model
Industry-specific KPI dashboard
Monthly call with your CFO
Starts at
Best for: companies that need a finance expert to launch strategic projects and help drive growth.
What's included:
Everything in Basic
Cash and runway optimization
Investor & board reporting support
Basic fundraising and M&A support
Ad-hoc strategy support
Bi-weekly call with your CFO
Starts at
Best for: growing companies who need a finance leader but not ready for a six-figure hire.
Custom plans can include:
Everything in Essentials
13-Week Cash Flow Analysis
Investor updates & board presentations
Fundraising insights & equity story
Compensation planning and benchmarking
Acquisition and GTM strategy
Monetization and pricing strategy
Strategic planning & OKRs
Weekly calls with your CFO
Starts at
Just a few of the companies we’ve supported over the years
There’s a reason that we’re the largest startup and small business accounting firm in the US
We have an unbeatable combo: a team of finance experts paired with a top-notch in-house engineering team.
The result? Deep integrations with the tools you already use, and a seamless platform for staying on top of everything.
We’re trusted by thousands of companies because we’ve helped countless startups and small businesses achieve success.
We understand the unique challenges that come with growing a business and have the expertise you need to reach your goals.
We’re the last accounting firm you’ll ever need to hire.
We support tiny startups and large companies, so no matter how your needs evolve, we’ve got you covered.
For C corps who are issuing equity through Carta
Prepaid annually. Additional hours beyond the base subscription billed at $450/hr.
Get the peace of mind that comes with a team exclusively dedicated to Stock Administration. We’ll keep your cap table accurate and up-to-date so that you can confidently make important, timely decisions.
For companies that incurred R&D expenses in the US
We charge 20% of your total credit received.
Save up to $500,000* per year with the R&D tax credit. We handle the full claim process and provide the necessary documentation to back up your claim with the IRS.
Get the peace of mind that comes from partnering with our experienced finance team.
