Wave Goodbye to Accounting Stress
TURN FINANCIAL CHAOS INTO CONTROL
Real strategy, and real tax savings. See what you’ve been missing in one free call
400%
AVERAGE ROI
25+
HOURS SAVED MONTHLY
200+
ACTIVE CLIENTS
100%
IRS COMPLIANCE
ESSENTIALS
Starter
$299/month
- Monthly Bookkeeping
- Bank Reconciliations
- Year-End Taxs Prep
- Expenses up to $30k
BEST VALUE
Growth
$599/month
- Federal & State Filing
- 1 Personal Tax Return
- Quarterly Estimates
- Dedicated Manager
MOST POPULAR
scale
$1,199/month
- Accrual Bookkeeping
- Monthly CFO Call
- Cash Flow Forecasts
- Priority Slack Support
Premium
Enterprise
Custom
Contact Us
- Full CFO Services
- R&D Tax Credits
- Multi-Entity Support
- Daily Categorization
How It Works: 3 Simple Steps
Book Strategy Call
Schedule a brief free consultation to discuss your financial goals
Custom Assessment
Tell us about your business. We analyze your structure to identify immediate tax-saving opportunities and compliance gaps
Dedicated Expert Match
Get paired with a certified accountant who knows your specific industry regulations—so you never overpay on taxes again.
PROVEN EXPERTISE
Real Strategy. No Bots
Software is great for data, but it can’t replace expert advice. Get a dedicated accountant who knows your name, understands your specific industry, and fights for every deduction you deserve
TAILORED SOLUTIONS
Built for Your Industry. Not Everyone Else's.
We don’t use one-size-fits-all templates. Our strategies are customized for your specific business model, whether you’re in healthcare, real estate, or e-commerce
Frequently Asked Questions
Can’t find the answer you’re looking for? Chat with our support team
Question 1: . What bookkeeping services do you provide?
We provide full-service bookkeeping including transaction recording, bank and credit card reconciliations, accounts payable and receivable, payroll support, financial reporting, and monthly/quarterly close. We also assist with tax-ready financials for your CPA.
Question 2: Who do you serve?
We work with small businesses, startups, freelancers, and growing companies across the United States, including sole proprietors, LLCs, partnerships, and corporations.
Question 3: Do you work with businesses in all U.S. states?
Yes. Our services are fully remote, allowing us to serve clients in all 50 states while complying with federal and state-specific bookkeeping requirements.
Question 4: What accounting software do you use?
We primarily work with QuickBooks Online, but we also support Xero, Wave, Zoho Books, and other cloud-based accounting platforms. We can work with your existing system or help you set one up.
Question 5: . How often will my books be updated?
Most clients choose monthly bookkeeping, but we also offer weekly, quarterly, or custom schedules based on business needs and transaction volume.
Question 6: Do you handle tax filing?
We do prepare & file taxes, if you already have a CPA we prepare accurate, tax-ready financial reports and coordinate with your CPA or tax preparer to ensure smooth and timely tax filing.
Question 7: What documents do I need to provide?
Typically, we need:
- Bank and credit card statements
- Sales and expense receipts
- Invoices and bills
- Mortgage, Loan & LOC statements.
- Payroll reports (if applicable)
- Previous financial records (for new clients)