Upward: Save More Money

We know firsthand how the government’s complex tax laws cause accounting anxiety. Whether you keep your own books or use a CPA, our accountant-led team sincerely cares about helping you.  

Let's put your self-employed bookkeeping on autopilot:

1. Connect your accounts so we can auto-categorize your transactions
2. Plan better knowing your updated profit and estimated taxes owed
3. Save more by setting a SEP IRA retirement account investment goal

Keep books that impress the IRS and let you plan better. We'll help you stay automatically organized with everything kept in one place.

Don't let the government win because you're disorganized and behind; maximize your deductions and minimize your taxes.

If you file a "Schedule C" in your annual tax return, we want to help you become financially empowered.

-Do you want to pass up a tax-savvy retirement investment?
-Do you want to give the government a free loan?
-Do you want to miss valuable tax deductions?

You’ll be organized, ahead, and in control. Plus, you'll always have access to your updated Schedule C, which is needed to complete your annual tax return.

If you want different results, you need to do something different.

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