How do I know which plan is right for my business?

The simplest answer: get on a call . We'll ask a few questions about your business setup — size, entities, tax situation — and tell you exactly which plan fits. No guesswork on your end.

I'm behind on my bookkeeping and taxes. Can you get me caught up?

Yes — this is actually a common starting point for new Visor clients. We assess how far behind you are, build a catch-up timeline, and get your books current before rolling into ongoing service. If there are back taxes to file, our expert tax team handles that too.

Does Visor have licensed CPAs on staff?

Yes. Visor's expert tax team includes licensed CPAs who are accountable for your tax plan, your quarterly reviews, and your year-end filing — not just available for questions. That's different from services where software handles the work and a tax preparer steps in at filing time.

Does Visor provide invoicing, bill payment, payroll, or inventory management services?

Visor is purpose-built for the financial work that has the highest impact: bookkeeping, reporting, and tax planning. For invoicing, payroll, and payments, we integrate cleanly with the tools you already use — so you're not adding complexity, just replacing the piece that was broken.

How is Visor different from other bookkeeping services?

Most bookkeeping services — including Bench and Pilot — keep your books clean and file at year-end. Visor's expert tax team reviews your tax position every quarter: estimated payments, deduction windows, and entity structure — before the decisions are locked in. Year-end filing is the finish line, not the starting point.

How is Visor different from other bookkeeping services?

Most bookkeeping services — including Bench and Pilot — keep your books clean and file at year-end. Visor's tax team reviews your tax position every quarter: estimated payments, deduction windows, and entity structure — before the decisions are locked in. Year-end filing is the finish line, not the starting point.

Does Visor have licensed CPAs on staff?

Yes. Visor's tax team includes licensed CPAs who are accountable for your tax plan, your quarterly reviews, and your year-end filing — not just available for questions. That's different from services where software handles the work and a tax preparer steps in at filing time.

I'm behind on bookkeeping and taxes. Can Visor get me caught up?

Yes — and this is a common starting point for new Visor clients. We assess how far behind you are, build a catch-up timeline, and get your books current before rolling into ongoing service. If there are back taxes to file, our CPAs handle that too. Most catch-up situations are resolved within 30–60 days.

How do I know which Visor plan is right for my business?

The simplest answer: get on a call. We'll ask a few questions about your business setup — size, entities, tax situation — and tell you exactly which plan fits. No guesswork on your end.

Your business grew. Your accounting didn't. Let's fix that.

Visor pairs powerful accounting software with an expert tax team — real-time books, decision-ready reports, and a tax plan that's always a step ahead. One system. Not a patchwork of tools.

Get Started — Free

dashboard.withvisor.com

Tools

Dashboard

Reports

Tax Center

Contractors

Documents

Organizer

Welcome, Sarah!

Gross Revenue$775,000+12.4% from last year

Net Profit$252,900+8.3% from last year

Profit Margin32.6 %+2.1% from last year

Cash on Hand$184,200

Profit and LossView Report

Expense BreakdownView Report

Cash FlowView Report

Client Payments$775,000

Payroll-$264,795

Operating Expenses-$163,437

Tax Payments-$93,868

Net Cash Flow$252,900

Action Items2

View all

3 Transactions Need ReviewUncategorized transactions from Nov 12–18

Your 1040 Draft is Ready2025 personal return · prepared by your CPA team

Q3 Estimated Tax Payment DueDue Sep 15 · $4,280 federal + $1,120 state

Complete Your 2025 Tax OrganizerAll sections submitted

Bank Accounts3 linked

Greenleaf Studio LLC

Sapphire Checking••••8975

$920,004.89

Moore, Sarah & James

BOA Checking••••0107

$6,066.36

BOA Savings••••5384

$42,979.46

The part where our clients say it better than we can.

“Working with Mitchell and Visor helped me save about $15,000–$20,000. I was blown away — it felt like I'd been missing out on a big bonus for 15 years.”

Alexia Camfield PhD, LCSW-S · L. Alexia Camfield PLLC

“Just do it! The fact that you are talking to Visor means you think you need to make a change. You can come up with all sorts of reasons not to — but since you are talking to them — make the switch.”

Brian Riseland · Laundry Genius & S/E Intersect Consulting

“My confidence in my business finances has gone from a 2 to a 9 since I started working with Visor.”

Jordan F. · Software/Tech

Built for business owners who've outgrown the DIY setup

One system, built around the kind of business you're actually running.

Consultants, Freelancers, and Solo Service Businesses

You run the business. The books shouldn't run you.

When you're the service and the business, there's no one to hand the finances off to. Without a system behind it, bookkeeping falls behind and tax season becomes a scramble — both at the worst possible time.

Income spread across clients and projects that's hard to reconcile
Expenses that blur the line between business and personal
Tax estimates that show up as surprises instead of planned-for numbers

See how this works for solo service businesses

Creators and Creative Businesses

Your revenue is fragmented. Your accounting system shouldn't be.

Brand deals, platform payouts, licensing, and product income all arrive differently — and standard accounting tools weren't built for it. Getting the structure right is what keeps a profitable year from turning into an unexpected tax bill.

Multiple revenue streams with different timing and tax treatment
Inconsistent monthly cash flow that makes quarterly planning difficult
Business expenses tied to content and production that are easy to miss or misclassify

See how this works for creators

Independent Practitioners

You built a practice. Your finances should run as professionally as it does.

Whether you're running a therapy practice, law firm, or medical office — your time is your product. Every hour spent managing accounting is an hour not spent on clients, and the cost compounds.

Owner compensation that should be structured to minimize self-employment tax
Quarterly estimates that need to stay aligned with your practice's cash flow
Tax strategy built around your entity type — not a generic small business template

See how this works for your practice

SMB with Multiple Businesses

You've outgrown DIY solutions. It's time your accounting system did the same.

What worked when it was just you doesn't hold as you add team members, accounts, and revenue streams. The legacy tools that got you here are creating the problems you're trying to solve.

Multiple bank accounts, entities, or business lines with no unified view
Reports that are technically accurate but don't tell you anything useful
Tax and operational complexity that's outpacing your current setup

See how this works for your business

Financial Advisors and Wealth Managers

Of all your clients, your practice shouldn't be the one without clean books.

You have the same accounting needs as any service business — books, reporting, and taxes that stay current without pulling you away from client work. And when clients bring disorganized finances into your planning conversations, Visor handles that too.

Books and tax process running the way you'd expect any accounting system to run
Consistent monthly reporting so your numbers are ready when you need them
A trusted system to refer clients to — so their accounting questions stop landing on your plate

See how this works for financial advisors

Real Estate Professionals

Real estate accounting can be complicated. Yours doesn't have to feel that way.

Whether you're running commission income through an S-Corp, managing a rental portfolio across multiple LLCs, or both — the accounting behind a real estate business has layers most general tools can't handle cleanly.

Multiple properties or entities with separate books that need to stay in sync
Depreciation, passive income rules, and expense classification that require ongoing attention
Tax strategy built around your specific structure — agent, investor, or both

See how this works for real estate professionals

The system

Your books, your reporting, your taxes. Handled.

Built to run on its own. Reviewed by experts. Visible at every step.

Onboarding · Step 1 of 5

Personal Tax Return

2024 Final 1040 Return for Sarah…Processing

Uploading document

Extracting text & data

Analyzing content

Processing complete

Legal First Name*

Sarah

Legal Last Name*

Chen

Address*

123 Main St, Austin TX

Phone Number*

Filing Status*

Married Filing Jointly

Auto-filled from your tax return

We found these businesses on your tax return.

Greenleaf Studio LLCSingle Member LLC / Sole Prop

Add

Meridian ConsultingS-Corporation

Add

Add a business

Greenleaf Studio LLC

Entity Type*

Single Member LLC

EIN (Optional)

82-2504332

Formation Year*

Enter the year

Ownership %*

100%

Auto-filled from your tax return

Services Needed*

Bookkeeping

Tax Prep & Filing

S-Corp Conversion

1099 Management

Your AccountsAssign each account to its corresponding business

Plaid Checking••••0000

Select business…

Greenleaf Studio LLC

Meridian Consulting

Plaid Business Cr…••••9999

Select business…

Greenleaf Studio LLC

Meridian Consulting

+ Connect your accounts

Continue

Let's start by reviewing your recent tax return.

This helps us hit the ground running — your income sources and filing type tell us a lot.

01Easy onboarding

You connect your accounts. We take it from there.

Getting started is simple. Our step-by-step onboarding walks you through everything — with support visible at every turn.

Financial Overview · Rolling 12mo

Revenue$842K+12.4%

Net Profit$215K+8.3%

Margin25.5%+2.1%

Profit & Loss

RevExp

Expenses

02Standardized reporting

Same reports, every month. Clean and decision-ready.

No more chasing your bookkeeper for a number. Visor delivers your P&L, balance sheet, and cash flow summary on the same date every month — in a format you can actually read and share.

Quarterly Estimates · On Track

Quarterly Estimated TaxesFederal · Jan 1 – Dec 31

Q1Filed

Expected Taxable Income$320,500

Tax Liability$64,440

Recommended Payment$4,000

Payment Made

Q2Filed

Expected Taxable Income$318,000

Tax Liability$61,810

Recommended Payment$4,800

Payment Made

Q3Due Sep 15

Expected Taxable Income$265,900

Tax Liability$45,770

Recommended Payment$4,400

Q4Upcoming

Expected Taxable Income$272,000

Tax Liability$48,200

Recommended Payment$4,200

03Structured tax process

Quarterly tax planning — not just year-end filing.

Most services hand you a year-end package and send you to your CPA. Visor reviews your tax position every quarter — estimated payment timing, deduction windows, entity structure optimization, and retirement contribution strategy — and handles year-end filing when the time comes. Before decisions are locked in. No surprises in April. No missed windows.

Learn more about the system

Software Led. Human Backed.

The software runs the workflow. Our expert tax team owns the outcome.

Our system handles transaction categorization, account reconciliation, reporting, and tax tracking — accurately, every month, without you managing it. Our expert tax team reviews everything, handles your tax strategy, and is available year-round — not just at filing time.

The Visor platform

A system that works for you

Automated bookkeeping & transaction categorization
Real-time dashboards & financial reporting
Tax status tracking & estimated payment alerts
Seamless integrations with tools you already use

Your expert team

Real people, real support

Our expert tax team reviews your books monthly
Proactive quarterly tax planning
Year-end filing & compliance, handled
Year-round availability — not just at tax time

Mitchell Baldridge
CPA, CFP®, Co-Founder, Managing Partner
Evan Baldridge
Chief Operating Officer
Derek Bungard
CPA, Senior Tax Manager
Connor Allen
Technical Co-Founder

Meet the Team→

Up and running in under two weeks. Here's how it works.

Structured from the first conversation. You'll know what's happening at every step.

Create Your Account

Connect your accounts

Configure your system and financial accounts sync automatically

Books go live

First reconciled report delivered the month post sign on

Tax plan in place

Quarterly estimates and strategy set before your first tax payment

Running on autopilot

Monthly books, reports, and ongoing CPA access from here on

Create Your Account

Connect your accounts

Configure your system and financial accounts sync automatically

Books go live

First reconciled report delivered the month post sign on

Tax plan in place

Quarterly estimates and strategy set before your first tax payment

Running on autopilot

Monthly books, reports, and ongoing CPA access from here on

Pricing that pays for itself

One Visor subscription replaces your bookkeeping tools, your bookkeeper, and your reactive year-end CPA — bundled into a single flat monthly fee. For most clients generating $150K+ in revenue, the tax savings from an S-Corp election alone more than cover that fee. The books, reporting, and quarterly planning are what you keep.

No hourly billing. No year-end surprises. No nickel-and-diming on add-ons.

See pricing plans

Financial insights & resources

Stay ahead with expert advice on bookkeeping, taxes, and business finance.

Bookkeeping

You Opened QuickBooks and Don't Recognize Half the Transactions. Here's What to Do.

Business Accounting

Most Service Business Owners Don't Have an Accounting System. They Have Fragments.

View All Articles

The questions we always get — answered honestly.

Read All FAQs

Your finances, finally handled

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