AI-assisted bookkeeping · licensed CPA oversight

Bookkeeping that's
always current.
Backed by a real CPA
when it counts.

Hub.AI Accounting pairs AI-driven categorization and reconciliation with a licensed CPA on the team — so your books stay accurate every month, and anything that needs a professional signature is already covered.

First 15-minute discovery call is always free — no commitment.
Se habla español — servicio completo disponible en inglés y español.

This month's activity Auto-categorized
Client payment — Riverside Design+$2,450.00
Software subscription–$79.00
Office supplies–$134.20
Payroll — contractor–$1,200.00
Reviewed & reconciledSigned off by your CPA of record
Why Hub.AI

Software alone can't sign a tax return.
A traditional firm shouldn't cost this much for routine bookkeeping.

Most options ask you to choose between cheap-and-unsupported or expert-and-expensive. Hub.AI is built to close that gap.

DIY software
Low cost, self-service tools like QuickBooks Self-Employed or Wave.
The gap
No expert support when things get complicated.
Traditional CPA firms
Deep expertise and trust, built over years.
The gap
Slower and pricier for routine monthly bookkeeping.
Bookkeeping-only services
Affordable and responsive month to month.
The gap
No licensed CPA for tax filings or complex questions.
Services

Two layers, one team.

Routine work runs on AI-assisted tooling. Anything that requires a license — a signature, a filing, a representation to the IRS — goes to your CPA.

AI-assisted · ongoing

Core bookkeeping

  • Transaction categorization & monthly reconciliation across bank, card, and payment processors
  • Monthly financial statements — P&L, balance sheet, cash flow
  • Accounts payable / receivable tracking
  • Payroll data support & expense management
  • Cloud accounting setup & maintenance (QuickBooks Online, Xero)
CPA-supported · as needed

Tax & accounting expertise

  • Individual & business tax return preparation and filing
  • Tax planning & quarterly estimated payment guidance
  • IRS / state notice response & audit support
  • Entity selection & structuring guidance (LLC, S-Corp)
  • Financial statement review & CPA sign-off where required
Pricing

Monthly bookkeeping, tiered to fit.

Every tier includes AI-assisted categorization and reconciliation. Higher tiers add CPA touchpoints as your books get more complex.

Essentials

Individuals, solopreneurs, side businesses
$199–299/mo
  • AI-assisted categorization
  • Reconciliation for up to 2 accounts
  • Basic P&L and balance sheet
  • Under ~150 transactions/mo
Start with Essentials

Advisory

Growing businesses with payroll or multiple revenue streams
$799–1,199/mo
  • Everything in Growth, unlimited accounts
  • Higher transaction volume
  • Monthly CPA advisory session
  • Quarterly tax planning
  • Payroll data support
Start with Advisory

Additional accounts

+$25–40/mo per additional bank or credit card account beyond your tier's included limit.

Cleanup & catch-up work

Behind on your books? Light cleanup runs $300–750 flat; a full backlog rebuild is quoted after a scope review — see below.

CPA-supported tax & advisory (flat fees)

ServiceYear-1 priceNotes
Individual return — W-2 / standard deduction$225–300Flat fee, e-filed
Individual return — itemized / investment income$350–500Schedule A/B/D as needed
Self-employed / Schedule C$450–650Discounted for Hub.AI bookkeeping clients
Small business return (LLC / S-Corp)$750–1,200Assumes current, reconciled books
IRS / state notice response$150–250/hrScoped after reviewing the notice
Ad hoc CPA consultation$150–200/hrFirst 15-min discovery call free
How it works

From first call to a clean monthly cadence.

01

Discovery call

A free 15-minute conversation about your business and where your books stand today.

02

Connect your software

We link your bank, cards, and payment processors to your cloud accounting platform.

03

Initial cleanup

Historical books get reconciled and organized before your recurring plan begins.

04

Monthly cadence

Ongoing categorization, reconciliation, and reporting — with CPA review built in.

Let's get your books current.

Start with a free 15-minute discovery call — no commitment, no pressure.

Book a free consultation