Expert services, when you need them
Accounting & business services.
Extra help, when you need it.
Use the software on your own, work with your accountant, or add a service from our team. Choose the help that fits your business.
Expert services are scoped and priced separately from software.
Choose your support
Support for the next thing on your list.
Business Formation
Form your LLC, S-corp, or C-corp the right way - with the books, EIN, and compliance ready from day one.
Bookkeeping
Clean books every month - categorized, reconciled, and ready for your accountant or your next investor call.
Payroll
Run payroll for W-2 employees and 1099 contractors without juggling three tools.
Tax Planning & Filing
Year-round planning, on-time filing, and no scrambling in March.
CFO & Financial Advisory
Forecasts, runway, and pricing decisions - without hiring a full-time CFO.
Compliance Support
Stay current on state filings, BOI reporting, sales tax, and the deadlines that quietly stack up.
Invoicing & Payments
Send branded invoices with a payment link, accept card, bank transfer, or ACH, and watch every payment land in your books automatically.
Keep them close. Our free partner program connects firms and their clients.
Good questions. Clear answers.
A few things you might be wondering.
Need a little more detail? We are happy to help.
Talk to our teamYes. You'll have a primary point of contact for your service, supported by a small team.
Our tax filings are prepared and reviewed by experienced tax professionals. Specific credentials vary by service tier - we are happy to share details for your specific engagement.
Email, scheduled calls, and in-app messaging. We aim for clear, timely responses appropriate to your service tier.
Start with a conversation.
We will work through the scope, the right person to help, and the costs before you commit.