One team covers all four, so nothing falls between your bookkeeper and your tax preparer.
Creative studios & agencies
Project margins, contractor 1099s and owner pay.
Restaurants & hospitality
Tip reporting, sales tax and weekly cash numbers.
Healthcare practices
Practice entities, partner buy-ins and clinical payroll.
Construction & trades
Job costing, equipment depreciation and multi-state crews.
E-commerce brands
Inventory, marketplace fees and sales tax in every state.
Venture-backed startups
Investor-ready books, R&D credits and 409A coordination.
Your CPA, bookkeeper and payroll lead share one set of books, so you never repeat yourself.
Maya Lindqvist
CPA. Your tax plan and every return.
Priya Natarajan
Payroll lead. Pay runs and state filings.
Daniel Osei
Bookkeeper. Closes your books by the 10th.
Documents
5 of 7
2 still needed
Engagement letter
Signed
E-signed Nov 3
November invoice
$1,250
Paid Nov 1
Every filing and estimate on time, and your books closed by the 10th of every month. Here’s what a year with us looks like.
★★★★★ 4.9 on Google from 200+ reviews
★★★★★ 2 weeks ago
“We switched in March and they found $18,000 in deductions our old firm missed. I finally know what we make each month.”
Dana Okafor
Owner, Okafor Build
★★★★★ 1 month ago
“Payroll for 14 people across two states, and I haven’t thought about it once this year. Maya picks up the phone.”
Luis Brennan
Brennan’s Kitchen
★★★★★ 3 months ago
“Our books are closed by the 10th, every month. Our bank asked who our accountant was.”
Hannah Cole
Hallow Coffee
Fixed monthly fees, agreed up front. No hourly billing and no surprise invoices.
Essentials
For owners and new companies
$450
/ month
✓ Monthly books, closed by the 10th
✓ Business and owner tax returns
✓ Quarterly estimate reminders
✓ Email reply within a day
Get started
Growth
MOST PICKED
For teams with payroll
$1,250
/ month
✓ Everything in Essentials
✓ Payroll for up to 25 people
✓ Quarterly tax planning call
✓ A dedicated CPA you can call
Book a free consultation
CFO
For companies with a board
$3,400
/ month
✓ Everything in Growth
✓ 13-week cash forecast and budget
✓ Board and investor reporting
✓ Audit and diligence support
Get started
ADD-ONS
Sales tax filings from $75 a month
Catch-up bookkeeping, quoted once
Extra states for payroll from $40 a month
Can’t find your answer? Ask one of our CPAs directly.
Maya Lindqvist, CPA
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Maya, Priya and Daniel take new client calls
Free 30 minute call. Bring last year’s return and we will show you what we would change.
41 Bond St, New York Weekdays 8 to 6
Clients