For owners running one business, or ten

Books kept. Taxes done. Business read weekly.

Books kept as the money moves. Returns built from those same numbers, every figure traced to its source. Prepared ready to file, with a licensed CPA behind every return.

Get started See a sample first

Free while in beta  ·  A licensed CPA behind every return  ·  Every number sourced

01The short version

Your whole financial life on one desk.

Instead of once a year, in April

Books, kept live.

From your statements, the day money moves — or QuickBooks, read-only. No bookkeeper.

Instead of a bill you can’t check

Returns, same numbers.

Personal and business together — sole props to S corps with K-1s. Every line traced.

Instead of a return you never read

A weekly read.

Where next month is heading, how long the cash lasts — in sentences, not spreadsheets.

02How it works

Five steps, start to ready-to-file — nothing hidden.

  1. 1

    Start with your email

    A few questions. Nothing sensitive yet.

  2. 2

    Docs or QuickBooks

    Statements, or QuickBooks read-only. We keep the books.

  3. 3

    Returns prepared

    Personal and business, every figure traced.

  4. 4

    A licensed CPA reviews

    Every return, before it’s filed.

  5. 5

    You approve

    Prepared ready to file, through approved software.

03Show your work · no black boxes

Every number on your return, traced to its source.

Line 1a Wages, salaries, tips 84,000 W-2 · Box 1 — Hartwell Mfg Co.
Sch C Gross receipts 412,930 Your books · 214 statement lines
Sch SE Self-employment tax 18,228 Computed · from Sch C net profit
Line 25a Federal tax withheld 9,840 W-2 · Box 2 — Hartwell Mfg Co.

Every figure traces to a document, a statement line, or the math between them — sample shown.

04The beta

Free while we earn it.

Open beta — the bill is zero.

What we ask: run a real company on it and tell us where it falls short.

  • Books, kept from your statementsincluded
  • Business & personal returns, togetherincluded
  • The weekly read on your businessincluded
  • A person on the other endincluded
  • The invoicezero

The signing CPA · announced here before any return is filed

The transparency is the system. The CPA stands behind it.

Every return is reviewed line by line before filing, and nothing is transmitted without a licensed CPA’s sign-off — that’s the bar for leaving beta. The name on the desk will be the name on your return.

No phone trees, no chat widgets — a real message desk, answered by a person, never a machine alone.

Start with your email.

A code, never a password. A few questions — nothing sensitive yet. Then we keep your books and prepare your returns, every line traceable.

Get started Write to the team

just looking? see a sample dashboard first

Free while in beta  ·  A licensed CPA behind every return  ·  Every number sourced

Your documents live in a private, encrypted account. Identifiers are locked in a vault the moment they arrive — and a person, never a machine alone, stands behind your return.