Books, closed monthly.
Cash or accrual, your way. We reconcile every account, categorize every transaction, and deliver clean P&L and balance sheets by the 15th — every month.
Read moreModern accounting · Established 2013
Toad Tax handles bookkeeping, taxes, payroll, and advisory for founders and small business owners across the U.S. — so you can spend less time on spreadsheets and more time on the work you actually love.
Trusted by 800+ growing companies — from solo founders to 50‑person teams.
We handle the full back office — books closed monthly, taxes filed on time, payroll running quietly, and a CFO‑level brain on call when you need one.
Cash or accrual, your way. We reconcile every account, categorize every transaction, and deliver clean P&L and balance sheets by the 15th — every month.
Read moreFederal, state, and local. Quarterly estimates, year‑end returns, R&D credits, S‑corp elections — and a year‑round conversation, not a March scramble.
Read moreSetup, multi‑state filings, W‑2s, 1099s, contractor onboarding, benefits sync — running every two weeks without you thinking about it.
Read moreForecasts, cash runway, pricing decisions, hiring math, fundraise prep. The kind of thinking partner most teams don't get until series B — at a fraction of the cost.
Read moreNo three‑month implementation. No "kickoff workshop." Just a fast, calm handoff — and your books in order before the next month closes.
Thirty minutes. We learn your business, your stack, and what's actually broken. You leave with a flat quote and a start date.
We hook into QuickBooks, Xero, or NetSuite, untangle the last twelve months, and give you a clean baseline to work from.
Books closed by the 15th. Tax deadlines tracked. A real human in your inbox in under four hours when something comes up.
Founders & teams trust us with their books
Annual revenue we currently keep tidy
Client retention over the last five years
Doing this — long enough to have seen it
I went from dreading tax season to forgetting it was happening. They just handle it.
I started Toad Tax because the firm I worked at treated small businesses like an afterthought — annual tax returns, a bill in April, no real conversation in between. It felt backwards. The companies that need a great accountant most are the ones still figuring it out.
So we built the firm we wished we'd had. Flat monthly pricing. A real team you actually meet. Books closed every month, not every April. And a partner you can call when the question is "should I take a salary or a draw?" — not just "where's my W‑2?"
If that sounds like the firm you've been looking for, we'd love to meet.
Tell us a bit about your business and we'll send a flat monthly quote within 24 hours. No sales pressure, no engagement letter to sign first.