Consistent check-ins We’ll reach out regularly with bookkeeping updates. Have pressing questions that can’t wait? We’ll get back to you in one business day or less.
Easy to schedule review calls Book a call with your bookkeeper directly through the Beyond platform. Whether it’s a year end review call or a monthly check-in, we’re always happy to talk shop. Year-round support Have financial questions? Reach out to your bookkeeper directly through the message feed. They’re on hand year-round to help you out.
Ditch the tax filing stress
Accurate, tax-ready financials Filing on your own? Working with a CPA? Either way, we’ve got your back. We send tidy tax time financials, so you can get filed fast. We’ll even work directly with your CPA.
Forget about tax time stress Ready to pass tax filing off to someone else? Our Premium plan connects you to a licensed pro ready to get you filed before the deadline hits. Tax time stress isn’t limited to tax season. That’s why we offer year-round tax advisory services through our Premium plan. We’re on hand for all your tax planning needs, and we’ll make a custom tax plan that works for your business.
Discover essential business insights in seconds
Crystal clear financial statements and reports See what your money is up to and get financial insights on your own timeline. Whether it’s an income statement, balance sheet, or real-time snapshot of your financials, Beyond’s visual reports will provide the data you need to grow your business.
Simple to use anytime and anywhere Forget about spending hours learning new software. The Beyond platform makes it super simple to view your financials, update information, or check in with your team.
Year-round 1099 reporting Get ongoing visibility with up-to-date 1099 transactions categorized with the date, details, and payee name—plus access to IRS forms for filing and educational content.
Increase your productivity with Beyond
We use Plaid, a safe and automated way to connect your financial accounts to Beyond. Once your accounts are connected, you’ll gain access to secure and powerful insights, while saving the time and effort of manually uploading your statements each month. Both Beyond and Plaid are SOC-2 compliant with security practices that meet or exceed industry standards.
Squeaky
clean books
Powered by real bookkeepers
Your dedicated bookkeeping team with 100+ hours of experience is always just a DM away.
Never out of sight
Forward email invoices or upload images of bills and see them magically appear in your books.
Export-ready reports
Gather deep insights around your financial operations with readymade P&L statements, balance sheets, and cash flow reports.
Get dedicated support
Our team of experts is here to help with whatever you need. Get in touch and we’ll answer any questions you have.
Tax-ready, all year long
Have a stress free tax season with your team of dedicated tax professionals focused on keeping you in compliance while maximizing your tax savings. No more extensions, taxes done right and on-time.
Simplified financials
We digitally reconcile your expenses each week and provide you with financial reports so you have clear visibility of your business’s financial health.
Why our clients love Beyond
“Beyond has transformed my back office management. With their diligent handling of bookkeeping and tracking, everything has become more efficient.