Services
Everything we do — in one place.
From day-to-day bookkeeping to year-end tax filing, every Promptly service is built on the same playbook: AI handles the volume, an experienced accountant signs off on the outcome, and you get a clear, flat-fee quote before any work begins.
Who we serve
Accounting tailored to your size and stage.
Whether you're running a small business, freelancing on your own, or just want your personal taxes done right — we've got you covered.
Small businesses
Bookkeeping, monthly close, payroll support, and tax-ready financials so you can run the business — not the spreadsheets.
- Monthly bookkeeping & reconciliation
- Sales tax & quarterly filings
- Cash-flow & P&L dashboards
Sole proprietors
Track expenses, separate business and personal, and stay compliant — without the overhead of a full accounting team.
- Schedule C / self-employment filings
- Mileage & expense automation
- Estimated quarterly taxes
Individuals
Personal tax prep with AI-assisted accuracy and a real human reviewing every return before it goes out.
- Federal & state tax filing
- Deduction discovery
- Audit support & advisory
What we do
Three core services. Done promptly.
Expense management
Auto-categorized expenses, receipt capture, and clean records year-round.
Tax filing
AI-prepared, accountant-reviewed federal and state returns filed on time.
Bookkeeping & advisory
Monthly books, financial reports, and proactive guidance when you need it.
Not sure which service fits?
Book a free 30-minute consult. We'll scope the work and quote a flat fee.