Best for: Small businesses that just want clean books. AI categorizes transactions, reconciles accounts, and closes books monthly.
What's included:
Cash-basis bookkeeping using data from your bank and credit cards
Standard chart of accounts
Year-end package for your tax preparer
Instant AI answers about past transactions and current cash flow, plus run scenarios to plan ahead
Support through in-app messaging
Best for: Startups and growing businesses that need books to make operational decisions. Get reporting your partners, lenders, and investors trust.
Everything in Essentials, plus:
US-based bookkeeper who handles, explains, and reviews your books
Cash or accrual-basis bookkeeping that pulls from your bank, credit cards, payroll, AP, inventory, and payment platforms
Custom chart of accounts
Reports on the 10th business day
Support from your dedicated team in-app, email, and over the phone
Best for: Growing companies that need a customized plan for the back-office.
Everything in Core, plus any of these:
Keep your existing QuickBooks account and historical data
Support for complex business structures
Custom workflows and reporting
Reports on the 6th business day
Full accounts receivable
Full accounts payable
Payroll administration
CFO advisory, financial planning, and fundraising support. Connect with your dedicated CFO in-app, by email, phone, or Slack
Starts at
What's included:
Free tax extension
Federal income tax filing
State income tax filing
Quarterly tax payments (safe harbor)
Schedule C for your LLC’s income and loss
Reporting for one of each income sources: W-2, K-1, rental property, and 1099
Year-round email support
Starts at
What's included:
Free extension
Federal income tax filing
State income tax filing
Delaware Franchise tax filing
Up to 25 1099-NEC filings
Year-round email support
Starts at
What's included:
Free tax extension
Federal income tax filing
State income tax filing
Delaware Franchise tax filing
Up to 10 1099-NEC filings
Year-round email support
Is your business pre-revenue? Contact us for exclusive discounts.
Additional services
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
Choose bill payments, invoicing, payroll, or a mix. Your monthly estimate depends on your existing processes and the volume of work required.
Monthly estimate based on
Best for: Teams whose bills are scattered across inboxes, messages, and screenshots.
What's included:
A dedicated inbox for every bill
Bills organized, coded, and prepared for your approval
Approved payments scheduled in your bill pay tool
Vendor records and W-9s kept current
A heads-up on anything unusual, like changed bank details or a possible duplicate
Monthly estimate based on
Best for: Companies that know who to bill but don't have time to send invoices and follow up.
What's included:
A dedicated inbox and invoice tracker
Invoices created and sent on your billing schedule
Reminders and agreed follow-ups
Payments matched to invoices
A clear view of what's still outstanding
Monthly estimate based on
Best for: Growing teams that need payroll run right, every time, in the system they already use.
What's included:
A dedicated payroll specialist
Payroll run from your approved inputs, with your pay calendar managed
Hires, departures, and pay changes updated in your payroll system
State payroll registrations coordinated
Routine administration within your existing benefits setup
Works best with Pilot Bookkeeping. Already have a bookkeeper you love? Talk to us about support alongside them.
Every Operations engagement includes
One point of contact
The same person for your books, bills, and invoices.
Monthly check-in
A review of what went out and what's still open.
Your existing tools
BILL, Ramp, QuickBooks, Gusto, and more.
No setup fee
Onboarding is included in your engagement.
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
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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.
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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 startups issuing equity through Carta or Pulley.
Free for pre-seed founders. $399/hr for everyone else.
Keep your cap table accurate from day one. Pre-seed founders with up to five people on the cap table can get started free with our Founders Tier: cap table setup, platform configuration, and equity questions answered, at no cost.
When your company grows, so does the service.
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.
Let's discuss your specific growth challenges and financial strategy. Get clarity on cash flow, hiring decisions, and scaling complexity.
See exactly how we combine real-time financial intelligence with strategic guidance. Understand why the 50/50 approach works.
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