Monthly books, done. Year-end ready for tax filing.
Most US small businesses do not have a bookkeeper. They should. Bookkeeping is the foundation of tax filing, SBA loans, investor diligence, and S-Corp election analysis. We coordinate through partner bookkeepers so you have monthly books without the price of an enterprise accounting firm.
How it works Connect once, books done forever.
Monthly cadence, partner-delivered.
Connect accounts
Bank, Stripe, Shopify, QuickBooks (if you have one). Read-only OAuth; we never move money.
Bookkeeper takes over
Within 5 business days your dedicated bookkeeper has your prior 3 months reconciled and a clean starting point.
Monthly delivery
By the 10th of each month: P&L, Balance Sheet, and any questions for you. Year-end: tax-ready packet.
Year-end handoff
Your books arrive at the tax CPA already organized. No "books cleanup" surprise scope.
A clean handoff, in four steps.
You give us the basics. We handle the state, the IRS, and the compliance clock so you can focus on the business.
A name that's actually available.
Real-time check against the state register, USPTO trademark database, and matching domains.
Filed with the Secretary of State.
We submit your Articles, pay the state fee on your behalf, and return the stamped certificate.
EIN + the right tax setup.
Federal Employer ID with the IRS, plus state tax accounts when your business needs them.
Registered Agent + deadline tracking.
Your agent on file in every state, with every renewal and annual report tracked in one calendar.
Monthly pricing by transaction volume.
Pricing tracks your monthly transaction count. No surprise tier upgrades.
Starter
- Monthly P&L + Balance Sheet
- Bank + Stripe reconciliation
- Categorized transactions
- Year-end ready for tax
- Email support
Growth
- Everything in Starter
- Quarterly strategy check
- Multi-account reconciliation (Stripe + Shopify + bank)
- Custom chart of accounts
- Live chat support
Scale
- Everything in Growth
- Multi-entity consolidation
- Inventory reconciliation
- Class / department-level reporting
- Dedicated bookkeeper
About bookkeeping.
Who does the actual bookkeeping?
Can I keep my current bookkeeper?
What software do you use?
What happens at tax time?
Can I cancel any time?
Do you handle inventory or COGS?
Get a bookkeeping quote in 2 minutes.
Connect your bank read-only and we tell you your monthly transaction volume + price. Free, no signup.
Recommended add-ons
Most customers add these to keep their business compliant year-round.
Registered Agent
Most orderedRequired for every registered business entity in every state.
Compliance Monitoring
Best valueTrack every annual report, registered agent renewal, and license deadline.
Annual Report Filing
RecommendedAuto-file your state annual report. Never miss a deadline.
Premium compliance, no service-fee markup.
Trust you can verify
SOC 2 Type II audited platform. 220,000+ businesses served. 60-day money-back on service fees. State fees passed through at cost with no hidden markup. Explicit AUP on restricted industries.
A compliance partner, not a transaction
Most providers go quiet after checkout. We auto-track every annual report, registered agent renewal, and license deadline across your entities. The Business OS dashboard keeps your compliance score visible year-round.
Premium experience competitors cannot match
Premium positioning, transparent pricing, no service-fee markup on state or federal filings. Premium positioning, transparent pricing, no service-fee markup on state filings.