Accounting
Tax
CFO
Wealth
Monthly Annually Save 20%

Free Plan

Ideal for Pre-Revenue/Pre-Funded startups

$0 /month

 
  • Free 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
TRY FOR FREE
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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
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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
TRY FOR FREE

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
TRY FOR FREE

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
TRY FOR FREE

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

Is Free plan actually free?

Yes, it is. As long as you are pre-revenue and pre-funded. The accounting software is free to use. You can always upgrade to a paid plan for expert support.

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.

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, but we've waived it for this year. An implementation fee equal to one month of bookkeeping ensures 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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