For accounting firms

Deliver modern accounting, backed by Puzzle.

We built the software. You bring the expertise. Puzzle partners with a small group of accounting firms to deliver bookkeeping, tax, and advisory services to the founders and business owners on our platform.

Join the waitlist

How it works

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Founders and business owners come to Puzzle directly for real-time books.

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When they want accounting support, we match them with a partner firm like yours.

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Your firm delivers the service, using Puzzle's platform, AI agents, and support team.

The services you'll deliver

Clients buy these through Puzzle. Puzzle's AI does the first pass on the books. Your team reviews the work, closes the books, and owns the client relationship.

Expert Reviewed

Puzzle's AI does the work. You review it and close the books each month.

$25
$30
Clients with one entity, $10,000 or less in monthly expenses, and no payroll, AP, AR or inventory.
A review of flagged and low-confidence transactions, with corrections where needed
A check that bank and credit card accounts are reconciled
The monthly close
Answers to up to three client questions a month
A flag to the client when something looks wrong

Full service

You run the client's monthly close, start to finish.

Clients above $10,000 in monthly expenses, or any client whose books don't fit Expert Reviewed.
A full monthly close: transactions categorized, accruals applied, accounts reconciled
Financial statements the client can hand to an investor, a lender, or their tax preparer
A named bookkeeper who knows the client's business
Unlimited client questions by email through the month
Unlimited questions by email through the month
A month-end summary of what changed and what needs the client's attention
Unlimited questions by email through the month

Catch-up

You bring a client's books current, one month at a time.

$30
Clients who are behind on their books. You set how many months the work covers.
Every month brought current: transactions categorized, accounts reconciled, accruals applied
Financial statements for each period
A summary of what was found and what was corrected

Puzzle handles migrations. Clients moving from QuickBooks or another system arrive with their history, chart of accounts and opening balances already in Puzzle. You work under your own engagement letter, and Puzzle bills the client and supports the software.

Why partner with Puzzle

Handle more clients without more headcount

AI drafts categorization, reconciliation, and financial statements. Your team reviews and signs off.

Modern software, no build cost

Your clients get real-time books and dashboards without you building any of it yourself.

A steady pipeline

We send you founders and business owners who are ready for accounting support.

Join the waitlist

FAQs

Is this the same as the old Puzzle for Accounting Firms software?
How do I get matched with clients?
What does Puzzle handle, and what do I handle?

Become a Puzzle accounting partner.

We're onboarding a small number of firms. Tell us about your practice and we'll be in touch.

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