CPA Intake Handoff
$149
Starting USD / accepted packet
View scope →Client intake, reconciliations and catch-up work.
Illinois-based • Online inquiries
Inquiry only. Scope and availability confirmed before engagement.
$149
Starting USD / accepted packet
View scope →$249
Starting USD / client-month
View scope →$695
Starting USD / three-month packet
View scope →Explore individual services or CPA practice pilots.
Accounting and technology experience.

Accounting, computer science and AI experience.

Tax and technology experience.