Ideal customer
Established U.S. SMBs (services, trades, manufacturing, multi-state)
High-growth venture-backed startups (pre-seed–Series C)
Core model
Independent Certified ProAdvisor firm + curated local-operator network
Venture-backed, technology-first firm with dedicated team
Accounting basis
Cash or accrual, to fit the business
Accrual by default (GAAP, built for investors)
Bookkeeping platform
Your own QuickBooks (Online, Desktop, Enterprise)
QuickBooks Online (underlying)
Payroll
Managed directly, incl. multi-state & local jurisdiction tax
Not run directly; helps select a provider, integrates
Multi-state & local sales tax
Direct service (nexus, filings, local tax)
Not a primary focus
QuickBooks setup / cleanup / migration
Core service (Certified ProAdvisor)
Not a standalone service
Continuity
Named ProAdvisor owns the account end to end
Dedicated team; CFO tier may rotate
Local presence option
Optional vetted local operator where it matters
Remote, centralized
Fractional CFO
Available (by application), for $1M–$50M businesses
Available (add-on), startup-focused
Tax filing
Coordinates with your CPA/EA (does not file)
Offers add-on tax service (bundled w/ bookkeeping)
Pricing model
Fixed-fee, written scope before work, no hourly billing
Tiered subscription by monthly expenses; annual prepay + onboarding fee
Independence
Independent; not affiliated with Intuit Inc.
Independent venture-backed company