Accounting
Tax
CFO
Wealth
Monthly Annually Save 20%

Software Only

Ideal for Pre-Revenue/Pre-Funded startups

$19.99 /month

 
  • Accounting software
  • Burn rate and cash flow management
  • Free invoice management
  • Free data room
  • Standard chart of accounts
  • Checkmark Unlimited bank & credit card connections
  • Plus Add-on forecasting
  • Plus Add-on revenue recognition
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Most popular

Standard

Ideal for growing and funded startups ready to scale

$0 /month

billed monthly
$0  in monthly expenses
  • Everything in Free plus:
  • Checkmark Assigned expert bookkeeper
  • Checkmark Live chat support
  • Checkmark GAAP Financials
  • Checkmark Accrual basis accounting
  • Customizable chart of accounts
  • Checkmark Advanced reports & insights
  • Plus Add-on forecasting
  • Plus Add-on revenue recognition
  • Plus Add-on adhoc requests
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Business

Starts from

$500 /year

 
  • Checkmark Free extensions
  • A CPA or EA will prepare and file your entire tax return from scratch
  • Option to file your business and personal return for maximum efficiency
  • Work with your Pro to uncover additional business benefits
  • Ensure your business is benefiting from all the latest tax laws
  • Plus Optimize R&D tax credit
  • Plus Individual tax return (founders only)
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Basic

Ideal for startups

Starts from

$1500 /mo

billed annually
  • Monthly updates of your financial metrics
  • Budget vs. actuals variance analysis
  • 1.5 hours of support
  • Limited chat support
  • Plus Financial model set up
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Pro

Ideal for growing startups

Starts from

$2500 /mo

billed annually
6  hours per month
  • Everything in Basic Plus:
  • Investor and Board Reporting
  • Monthly financial forecasts
  • Checkmark Revenue projections
  • Annual budgeting & forecasting
  • Checkmark Pricing depends on hours of support
  • Plus Financial model set up
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Custom

Ideal for Series A+ startups

Starts from

$7000 /mo

billed annually
  • Business KPI analysis and reporting
  • Checkmark Robust forecast with custom inputs
  • Checkmark Custom CFO engagement
  • Plus Financial model set up
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Personal

Best for Series A+ founders post priced round or exit

Starts from

Custom Pricing

  • Get connected to a Certified Financial Planner
  • Tax minimization strategies
  • Pre-transaction planning
  • Exit strategies
  • Cash flow strategies
  • Checkmark Diversification
Contact us

R&D Credits Study

Your business could save $250,000 or more through the R&D tax credit. We will conduct a full R&D credits study and provide the necessary documentation to support your claim with the IRS.

The platform fee is 2% of your total qualifying expenses.

FAQ

Frequently asked questions

What is your pricing model?

There are two pricing models: support and feature-based. With a paid plan, you get an expert team of dedicated bookkeepers. Other features, if enabled, are based on usage.  Taxes and CFO services are paid options; pricing is based on complexity and level of support.

How does pricing change as I grow?

Our default pricing is based on prior 3-month expenses; they automatically increase as you grow.

Will the annual plan lock in my price?

The annual plan does not lock in your price. If your business is growing rapidly and in need of more support, you will be billed for the difference.

Is there an implementation fee?

Yes. The implementation fee depends on the level of complexity and catch-up/clean-up required to ensure a smooth transition.

Will you file my taxes?

Yes, we will file your annual federal, state, and Delaware Franchise taxes for an additional cost. We also file individual taxes for founders/co-founders as well.

One tool for all your startup financial need

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