Your Taxes, Handled.
Your Accounts, Settled.
Your Business, Accelerated.
Focus on growing your business while our team handles your back-office.
Why Business Owners Love Us
At Prosperitee, we offer a comprehensive suite of financial solutions designed to free you from the burden of everyday bookkeeping and empower you to focus on growth. Our core services include:
Bookkeeping & Outsourced Accounting:
Keep your books flawless and your financial reports crystal clear. Whether you’re a tech startup or a seasoned professional service provider, our monthly financial reports and real-time insights ensure you’re always one step ahead.
Tax Preparation, Filing & Planning:
Say goodbye to unexpected tax bills. Our team navigates complex tax codes—from “taxes for small business” to “tax planning for startups”—maximizing deductions and ensuring compliance every step of the way.
CFO
Services:
Elevate your financial strategy with our dedicated CFO support. We guide you through financial forecasting, tailored strategic advice, and key metric reporting to prepare you for future growth, including capital raises.
Payroll
Management
Keep your books flawless and your financial reports crystal clear. Whether you’re a tech startup or a seasoned professional service provider, our monthly financial reports and real-time insights ensure you’re always one step ahead.
Industry Tailored Solutions
We understand that every industry has its unique challenges. That’s why, after introducing our core services, we break down how our expertise adapts to the nuances of different sectors:
Technology Companies and Startups
- Specialized Financial Reporting: Stay on top of your metrics with reports designed to help tech companies and professional service firms prepare for growth and investment opportunities.
- R&D Credits & Strategic Tax Savings: Our tax experts work to qualify you for credits and deductions that keep your bottom line robust.
- Custom Business Insights: We partner deeply with you—learning your business inside out to offer tailored solutions that save time and fuel growth.
Professional Services and Small Businesses
- Agile Bookkeeping & Reporting: Enjoy fast, accurate financial management that scales with your growth—from initial bootstrapping to rapid expansion.
- Strategic Tax and Organizational Advice: We guide you on the best tax structures (LLC, S Corp, etc.) and help prepare your financials for fundraising and scaling.
Real Estate
- Cost Segregation & Depreciation Optimization: Leverage our expertise to perform cost segregation studies and maximize depreciation deductions, reducing tax liabilities effectively.
- Detailed Financial Dashboards: Get clear and concise reports that highlight key performance indicators specific to real estate operations.
Why Are We Different?
When you choose Prosperitee, you’re not just outsourcing your financial functions—you’re gaining a strategic partner dedicated to your success. Here’s what sets us apart:
Deep Partnership Approach
We invest time to understand your business inside out. Our team immerses itself in your operations to tailor financial solutions that not only meet today’s needs but also anticipate future opportunities.
International Payments Expertise
For businesses with global aspirations, we offer cost reduction strategies on foreign payments through our exclusive partnerships, ensuring that your international operations are as efficient as your local ones.
Customized Insights & Reporting
Whether you need weekly dashboards or in-depth monthly financial reviews, our reports are designed to be both insightful and visually engaging, empowering you to make informed decisions quickly.
Industry-Specific Strategies
From R&D credits for tech companies to cost segregation studies for real estate, our services are finely tuned to address the unique challenges of your industry.
Flexible and Transparent Pricing
With options ranging from essential bookkeeping to full-scale CFO services, our pricing tiers are designed to fit the needs of growing small businesses without breaking the bank.
Ready to Simplify Your Finances?
Take the first step towards smarter financial management with Prosperitee. Let us help you focus on what truly matters—growing your business.
F.A.Q.s
Does Prosperitee do all my bookkeeping tasks for me?
At Prosperitee, our bookkeeping software and team of experts take care of the heavy lifting, making bookkeeping effortless for you. However, there are key details only you can provide—like uploading specific documents or giving context for certain transactions. Each month, we’ll check in with you to ensure your books are accurate, your deductions are maximized, and your finances stay in top shape.
Is it mandatory to connect my business accounts to Prosperitee?
Connecting your accounts to Prosperitee automates tedious tasks like data entry, saving you valuable time and effort. No more manual uploads—your financial data flows seamlessly into your account in real time. This means our bookkeeping team can work efficiently, keep your books up to date, and ensure you’re getting the most out of our service.
How much does Prosperitee cost?
We offer flexible pricing based on your business size—so you get expert financial management that scales with you. Our monthly accounting and booking starts at $399/month. We offer additional monthly ad-ons for taxes, payroll, and CFO level services.
What’s not included in the price?
Our pricing does not include government-imposed fees such as city, state, and federal filing fees, business license registration fees, or any other location-specific charges.
Does Prosperitee have a setup fee?
Yes, we charge a one-time onboarding fee of $200. This fee ensures that your business is properly set up, registered with the appropriate platforms, and compliant with accounting requirements. It also covers any necessary bookkeeping cleanup, so your financial records start off in great shape, no matter how complex they may be. Our goal is to make sure your finances are in order from day one, so you can operate with confidence and stay compliant.
What is Prosperitee?
Prosperitee is your all-in-one financial partner, designed to take the stress out of bookkeeping, accounting, and tax compliance. Our mission is simple: to help small business owners reclaim their time while maximizing their financial potential. Instead of spending hours struggling with financial management, you get expert support, proactive tax planning, and a clear financial roadmap to help you grow.
What services does Prosperitee offer?
With Prosperitee, you get a full financial solution that goes beyond just bookkeeping. Our services include monthly bookkeeping, financial reporting. For businesses that need high-level financial guidance, we also offer payroll support, tax filing, federal and state business tax returns, quarterly tax planning, and CFO-level financial strategy.
How does Prosperitee help with tax savings?
Taxes can be one of the biggest financial burdens for a business—but with Prosperitee, you’ll never overpay. Our tax experts ensure your bookkeeping is always up to date, identify every deduction possible, and provide year-round tax planning so there are no surprises when tax season arrives. With a proactive approach, we help you legally lower your tax bill and keep more of your hard-earned money.
Why doesn’t Prosperitee support all businesses?
While we’d love to help every business, we focus on those who will benefit the most from our expertise. Prosperitee is designed for small business owners who run growing companies and need to have clean financials and visibility at all times. These business owners see the highest value from our services, allowing them to save time, reduce tax liabilities, and scale efficiently. Many of our clients come from referrals, so if you know someone who could use our help, we’d love to connect.