Complete Bookkeeping and Tax Solutions for Creative Entrepreneurs
Keep your financial records organized and accurate with professional bookkeeping services that ensure you stay on top of your business’s numbers.
Confidently handle your tax filings with expert support designed to simplify the process and maximize your potential savings.
Create, send, and manage your invoices with ease, helping you maintain clear communication and prompt payments.
Gain control over your financial health with comprehensive accounting services tailored to meet your business’s unique needs.
Simplify your employee and contractor paperwork with streamlined W-9 form preparation and filing support.
Access clear, actionable financial reports that provide insights to help drive your modern small business forward.
Our dedicated team of accountants, controllers, CPAs, and customer success professionals ensures your books are always accurate and up to date. Using QuickBooks and our AI-powered solutions and personalized support, we help you take control of your finances so you can focus on running your business without the hassle.
Yes, our platform provides full-service support. Otto manages your books and prepares your taxes with the help of a dedicated team of bookkeepers, controllers, and CPAs. It's the perfect blend of AI efficiency and human expertise.
Our AI categorizes and matches your transactions automatically, keeping your financials up to date. Your bookkeeping team reviews everything monthly, and with our document center, you can store receipts, tax documents, and anything else you need—all in one place.
Yes, Otto makes it simple to incorporate your business. We handle everything online, from paperwork to compliance, so you can set up your company without legal headaches.
Our platform offers detailed financial insights, including P&L and income statements. You can search and track transactions by category from the past 7 days to up to a year. We also provide custom reports to help you understand how your money moves—both in and out.
Coming soon, our Business -Tracker will help you manage contracts with ease. You'll be able to track customers, negotiations, and scheduling, payment terms, and more—all in one place.
You can invite your legal, extended team, and partners to your Otto account and assign them custom roles. This allows them to access the reports they need, helping you manage your finances more efficiently and stay in sync with your team.
