Bookkeeping assistance, tax preparation support, annual reports, and document organization — AI-assisted, accountant-reviewed. Built for U.S. small businesses that need a clean back office without hiring a full-time accountant.
What we do
Monthly Bookkeeping
AI-assisted transaction categorization with monthly accountant review. P&L and balance sheet delivered.
Tax Preparation Support
Books prepared and organized for tax filing season — handed off to your licensed tax preparer.
Annual Report Management
State annual report deadlines tracked, prepared, and filed through approved workflows or partners. Helps maintain good standing.
Bank Synchronization
Connect your business bank and credit cards. Transactions sync daily, ready for review.
Expense Categorization
AI categorizes expenses by tax-ready chart of accounts. Accountant verifies edge cases.
Receipt Organization
Upload or email receipts. We attach them to the right transactions and store securely for IRS retention.
Contractor Tracking (1099-NEC)
Track payments to independent contractors throughout the year. 1099-NEC reports prepared at year-end.
Secure Document Vault
Encrypted document storage for tax records, contracts, receipts, and compliance filings.
Lead and contact pipeline, built-in
Contact form submissions, response times, and lead status — surfaced in the same dashboard your bookkeeping team works in. Operational visibility without separate tools.
Dashboard preview with sample data. Contact form submissions auto-captured, deduplicated, and tracked through pipeline stages.
How it works
STEP 1
Connect your bank
Secure read-only connection via Plaid. Daily transaction sync starts immediately.
STEP 2
AI categorizes
Each transaction is classified by category, vendor, and IRS chart of accounts.
STEP 3
Accountant reviews
Accountant-reviewed workflows verify categorization, flag issues, and support monthly reconciliation.
STEP 4
Receive reports
Monthly P&L, balance sheet, and tax-ready records delivered to your dashboard.
Important — what this is and is not
ClaWtoBusiness Operate provides AI-assisted bookkeeping support and accountant-reviewed workflows. We are not a CPA firm or law firm. Tax preparation and filing is performed by licensed tax preparers. We do not provide tax or legal advice. Bookkeeping records prepared by Operate are intended to support — not replace — your CPA or tax professional. Some tax, legal, or regulated services may be handled through licensed third-party partners when required.
Who this is for
U.S. small businesses with $100K–$2M annual revenue.
Service businesses (contractors, consultants, agencies) with 5–50 monthly transactions.
LLCs and S-Corps that need clean books for tax season.
Existing ClaWtoBusiness Launch or Grow clients adding back-office support.
Founders who want a single dashboard for formation, growth, and bookkeeping.
Request Operate Access
Operate is in invite-only pilot. Existing ClaWtoBusiness clients are first in line. New businesses join the waitlist and we’ll reach out as spots open.
Complete the ecosystem
Just launched your company?
Form your LLC or Corporation, get your EIN, and stay compliant from day one.
Bank credentials are never stored — we use Plaid’s read-only access tokens. Documents are encrypted at rest and in transit. Tax records are organized to support common IRS record-retention practices. See our Privacy Policy and Security policy for full details.
