: OUR PRICING
Managed Bookkeeping
Everything in Platform-Only Access, plus
Dedicated CPA
CPA-certified monthly close
Ongoing reconciliation and review
Slack support
White-glove onboarding
Managed Bookkeeping + Tax
Everything in Managed Bookkeeping, plus
Tax advisory
Federal tax filing
1 state filing included — additional states $49/mo each
Tax deadline management
R&D tax credit evaluation
CFO Services
Everything in Managed Bookkeeping + Tax, plus
Financial forecasting & planning
Cash & runway management
Board & investor deck preparation
409A valuation support
Scenario planning
Platform-Only Access
Real-time financial statements: balance sheet, P&L, and cash flow statement
Automated transaction categorization
Custom chart of accounts and accounting rules
Standard revenue recognition
Integrations with all your financial accounts
: OUR PRICING
Tax-Only Add-on
For Platform-Only Access Subscribers
Tax advisory
Federal tax filing
1 state filing included — additional states $49/mo each
