Bookkeeping, Accounting & Tax Services for Startups
Puzzle accountants or a vetted firm from Puzzle's partner network work directly in Puzzle: monthly review and close, full-service bookkeeping, catch-up, migration, tax filing and R&D studies. Services start at $99/mo per entity, on top of a Puzzle software plan.
From a second set of eyes to a fully managed close.
Puzzle combines AI-native accounting software with real accounting professionals. Start with the level of support you need today and add specialized services whenever you need them.
Expert Reviewed
Puzzle’s AI suite does the work. A bookkeeper reviews it, corrects anything that needs attention, and closes your books every month.
$99/mo per entity for up to $10K in monthly expenses. Platform cost not included.
Books closed every month
Transactions reviewed and corrected
Bank and credit card reconciliations checked
Up to three bookkeeping questions per month
Designed for straightforward businesses
Full Service
Hand the monthly close to an accounting professional. Your bookkeeper does the work. You see every change and approve the month.
From $499/mo per entity, priced by monthly expenses. Platform cost not included.
Full monthly close
Categorization and reconciliations
Accruals and prepaids
Financial statements
Named bookkeeper
Unlimited bookkeeping questions by email
Month-end summary
Powered by Puzzle. Backed by people.
Every service runs on Puzzle’s accounting platform, so your books, workflows, financial statements, and insights live in one place.
Accounting help for the work that doesn’t happen every month.
From moving years of financial history to catching up on months of bookkeeping, add specialized help when your business needs it.
Move your books without the baggage.
Puzzle moves your books from QuickBooks, Xero or your current accounting system. Your history comes with you and your balances match.
Behind on the books?
We’ll catch you up.
We review, clean up, and close the months you never finished so you can start fresh with accurate financials.
Turn qualifying R&D into potential tax savings.
If your company pays people to build products or technology, Puzzle can prepare the R&D study your accountant needs to claim eligible tax credits.
From clean books to filed taxes.
Puzzle accountants or a vetted firm from Puzzle's partner network prepares and files your business tax return using the financials already organized in Puzzle.
Build the accounting setup your business actually needs.
Start with Puzzle software, add ongoing bookkeeping support, then bring in specialized services when you need them. Everything works from the same financial foundation.
One platform. One financial foundation.
Always current
Your services run directly on Puzzle, so the people helping with your books work from the same live financial data you do.
Built for growing companies
Start with lightweight support and add more help as your business, transaction volume and accounting complexity grow.
Investor-ready financials
Keep clean, auditable books ready for investors, board members, accountants and tax season.
What’s happening right now?
10,000+ companies trust Puzzle.
Your accounting doesn’t have to be DIY.
Tell us how your books work today and how much help you want. We’ll help you find the right combination of Puzzle software and accounting services.
FAQs
Puzzle accounting services combine Puzzle’s AI-native accounting software with real accounting professionals who review, manage and close your books. You choose how much help you want, from a monthly expert review to a fully managed close. Every service runs on Puzzle, so your books, financial statements and insights stay in one place.
Your books are handled by Puzzle accountants or a vetted firm from Puzzle’s partner network. They work directly in Puzzle, on the same live financial data you see. Every change is visible to you, so you always know what was done and why.
- Expert Reviewed is light-touch support. Puzzle’s AI suite does the bookkeeping, and a bookkeeper reviews it, corrects anything that needs attention and closes your books every month.
- Full Service is fully managed. A named bookkeeper runs your entire monthly close, and you see every change and approve the month.
Expert Reviewed includes:
- a monthly close of your books
- transaction review and corrections
- bank and credit card reconciliation checks
- up to three bookkeeping questions per month
It’s designed for straightforward businesses with up to $10K in monthly expenses.
Full Service includes:
- a full monthly close
- categorization and reconciliations
- accruals and prepaids
- financial statements
- a named bookkeeper
- unlimited bookkeeping questions by email
- a month-end summary
It’s for growing companies that want a professional running their books end to end.
With Puzzle, accounting services start at $99/mo per entity for Expert Reviewed, plus a Puzzle software plan. Core with Expert Reviewed is $171/mo and Complete with Expert Reviewed is $219/mo. Full Service starts at $499/mo per entity and is priced by monthly expenses, so Complete with Full Service starts at $619/mo. Catch-up, migration, tax filing and R&D studies are priced separately.
Yes. Accounting services run on top of a Puzzle software plan and can’t be purchased on their own. That’s what lets your accountant work from the same live financial data, dashboards and AI suite you use.
It depends on where you are:
- Just raised: Full Service, for investor-ready books and a professional running your close.
- Want a second set of eyes: Expert Reviewed.
- Months behind: start with catch-up bookkeeping.
- Switching from QuickBooks: start with migration.
- Tax deadline coming up: add tax filing.
Not sure? Chat with an expert and we’ll recommend a setup.
Yes. With catch-up bookkeeping, Puzzle reviews, cleans up and closes the months you never finished, so you can start fresh with accurate financials. Pricing starts at $300 per month of books.
Yes. Puzzle migrates your books from QuickBooks, Xero or your current accounting system. Your history comes with you and your balances match. Migration is a one-time service, $149 per system.
Yes. Puzzle accountants or a vetted partner firm prepare and file your business tax return using the financials already organized in Puzzle. Tax filing starts at $1,250/year, depending on entity type. If your company pays people to build products or technology, Puzzle can also prepare the R&D study your accountant needs to claim eligible tax credits.
Yes. Start with Puzzle software, add ongoing bookkeeping support when you need it, then bring in specialized services like tax filing or catch-up work as your business grows. Everything works from the same financial foundation, so nothing gets rebuilt when you add help.
Most seed-stage startups don't need a full-time bookkeeper. Software that keeps the books current, with a reviewed monthly close, covers the basics. Add more help when you need accruals, revenue recognition or investor reporting. On Puzzle, that means moving from Expert Reviewed to Full Service, which includes accruals, prepaids and financial statements.