The first 75 days of data is free For Accounting Completed (CPA-Built for Small Business)

Get the CPA-Built AccountingCompleted Software That Will Get You a Profit & Loss

You Can Trust in Minutes

And It's Updated Daily for as low as $167 a month, or even less, depending on your specific needs

AND if you’re worried about risk - you don’t pay first. We don’t even ask for your credit card; you can start with the first 75 days of data free, see your income and expenses populate, and then decide if it’s worth it.

Included by default: Professional/CPA oversight billed separately at $60/mo with a matching $60/mo rebate (net stays at $167/mo)

No card needed
Cancel anytime
Access on any device
Transactions import daily; using rules to categorize and keep your books current.
Bank & credit card transactions linked by Mastercard Data Connect
Secure & encrypted
No card needed
Cancel anytime
Access on any device
Accounting performed daily by in-house accountants
Bank & credit card transactions linked by Mastercard Data Connect
Secure & encrypted
No card needed
Cancel anytime
Access on any device
Accounting performed daily by in-house accountants
Bank & credit card transactions linked by Mastercard Data Connect
Secure & encrypted

AccountingCompleted Helps Business Owners Get Clean Numbers When They Are:

Ongoing businesses under $5M annual revenue

Cash-basis businesses that don’t need to invoice from accounting software

Owners who don’t need to track receivables/payables/inventory on this accounting software

People with no bookkeeper

Owners who do it themselves and hate it

Businesses with multiple bank and credit card accounts

Owners who need tax-ready reports at year-end

Owners who want daily income and expense visibility

Businesses that need accurate information to manage expenses

Owners tired of guessing profit

Included by default: Professional/CPA oversight billed separately at $60/mo with a matching $60/mo rebate (net stays at $167/mo)

Here’s Proof Below

(What Happens After You Connect Your Accounts):

Step 1

Connect your business bank(s) and credit card(s), then your transactions populate into your Income Statement (Profit & Loss), viewable and printable.

Step 2

Your financial data updates daily, so you always know where money went and what your profit actually is.

Step 3

We are able to categorize the vast majority of transactions as they come in. You’ll receive an email with a secure link to quickly review, edit, and submit exception items.

Included by default: Professional/CPA oversight billed separately at $60/mo with a matching $60/mo rebate (net stays at $167/mo)

“I don’t have time.” This is built to remove the hassle of doing books yourself; you connect accounts once, then check your numbers anytime.

And Here’s How Daily-updated Financial Data is Improving Small Businesses:

Included by default: Professional/CPA oversight billed separately at $60/mo with a matching $60/mo rebate (net stays at $167/mo)

What’s Included:

Automated AccountingCompleted System

The system that, when you connect your bank and credit cards, gives you daily-updated profit & loss data; you can view and print anytime.

Tax-Ready Year-End Reporting

So your tax preparer gets clean, usable numbers without chaos.

Ongoing Visibility

So you can see readily what you actually spent on things, and make decisions based on real numbers, not a bank balance guesstimate.

Included by default: Professional/CPA oversight billed separately at $60/mo with a matching $60/mo rebate (net stays at $167/mo)

  • CPAs Continuously Update Your Transactions

  • CPAs Handle All Specialty Items & Confirm Accuracy

  • View, Click & Print Results of Business Operations

  • Unlimited File Sharing & Storage

  • Bank Connection Assistance

  • Retrieve & Categorize Older Transactions (you propose the price)

  • Tax-Ready Year-End Statements

  • Meet With Your New Accounting CPA (optional)

  • Invite Your Tax CPA or Preparer

  • Import Your Previous Chart of Accounts (optional)

  • Import Your Previous Accounting Record (optional)

  • Priority Support

  • We Update Manual Checks Written

  • We Fully Manage Your Bank Connections

  • Bank Statement Retrieval

Frequently Asked Questions

Who is this for?

Service companies and entrepreneurs around or under $5M in annual revenue using cash-basis accounting, and do not need to use this accounting software for invoices, receivables/payables tracking, or inventory.

What do I get when I buy?

AccountingCompleted for your business. This CPA-built system updates your Profit & Loss information daily, with your data easily and readily viewable (and printable) from any device.

How fast do I see results?

As soon as you connect your business bank(s) and credit card(s), your data populates into your Profit & Loss, typically within minutes.

Is this tax prep?

No, it’s accounting and reporting (tax-ready info for your tax preparer at year-end).

Is there a free trial?

Yes, the first 75 days of data are free.

What’s the conversion event price?

Plans start at less than $167 per month. The monthly fee starts after you test the system during your 75 days of free data. No credit card is required.

Will I get a monthly Profit & Loss report?

Yes. Your Profit & Loss is available anytime to view and print, or you can schedule periodic delivery. Plans start at $167/month and sometimes less, plus you can upgrade for additional features if needed, or as your business grows. Optional professional oversight is available separately.

Would you use my Chart of Accounts that I have used in the past?

Yes. We can import any Chart of Accounts as part of your plan at no extra cost, or start with the Income and Expense categories we have in our system, and we will add what you request or need in the future.

I already have some of my accounting done for the year. Are you able to use that data, or do you have to start the year over and charge me?

We can use that data by importing the accounting previously prepared for the year into our system at no charge, or we can start fresh – it’s your plan so it’s your choice.

I know it’s complicated. How do you make sure you get everything right?

Every business has its uniqueness and specialty items. That’s why we provide higher level plans for more complex situations, and why our service includes setting up a session with a professional within the first several days. If your business is more complex and it makes sense for you to upgrade, you will be given that option after connecting your financial institutions.

What if I haven’t had my accounting done for a while. How do I catch up, and what does it cost?

From the day you first connect your financial institution to AccountingCompleted software, we automatically go back to the first day of the prior month. That’s part of your 75 days free data. We can handle gathering the data for catch-up work further back from 18-24 months ago depending on your financial institutions and we’ll include categorizing all that according to your Easy Edit rules for the same monthly fee, and sometimes less. Most often the ‘catch-up’ effort would include the expertise of an accounting professional. We encourage you to discuss this

matter in the CPA session we offer to set up for you.

How do I get started?

Click below and connect your accounts to see your income and expense numbers populate.

What if I quit, can I get my data?

Yes, subscribers can export 100% of their financial data at any time.

Included by default: Professional/CPA oversight billed separately at $60/mo with a matching $60/mo rebate (net stays at $167/mo)

AccountingCompleted is powerful software. Professional services are provided separately under separate terms, at your option.

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