Prest0n for CPA, accounting and finance teams

$653 a month for a full-time employee. unlimited human seats.*

a full-time hire costs $11,011 a month, all overhead in.

$124,297 saved a year on each one

modeled · see the math

* each, three on the annual plan, billed monthly.

support research, document review, and scheduling so specialists can focus on analysis and client needs.

what Prest0n runs end to end

whole projects, from what arrives to what a person approves, starting with what saves the most time and money.

models and analysis: Prest0n refreshes the model from new exports, builds the comps table, writes the variance memo and drafts the investment-committee or client deck. the analyst checks every figure.
the advisor's client service: Prest0n triages client email with drafted replies, prepares review-meeting packets, writes the notes and follow-ups and drafts plan narratives from planning-software exports. the advisor approves everything that goes out.
month-end close support: Prest0n reconciles bank and card accounts from exported statements, prepares the balance-sheet reconciliation package with exceptions flagged and drafts the financial statements and footnotes. a CPA reviews and releases.
research and filings: Prest0n writes company and industry memos, summarizes 10-K and 10-Q filings and drafts technical accounting memos with sources. a professional verifies the conclusions.
cash forecast and FP&A pack: Prest0n refreshes the 13-week cash forecast weekly and builds the budget-versus-actual pack by department and the weekly KPI flash. the controller signs off.
tax and accounting watch, to client letters: Prest0n watches tax, accounting and SEC updates, sends a weekly digest and drafts client advisory letters on the changes that matter. the partner decides the advice.
compliance review: Prest0n reviews each marketing piece against the SEC Marketing Rule and runs a regulatory change watch with a weekly digest. the compliance officer decides.
the controller's inbox, bank changes routed: Prest0n triages the controller's inbox and routes every bank-change request for a callback. it never changes bank details or moves money.
invoices prepared for import: Prest0n prepares customer invoices as an import file for your accounting system. a person reviews and posts.

the desks Prest0n covers

bookkeeper
staff accountant
tax preparer
client admin
paraplanner
controller
accounts payable
FP&A

what Prest0n does here

Prest0n reconciles statements and lists the exceptions for your review.
Prest0n reads tax documents, compares them with last year and drafts requests for what is missing.
Prest0n drafts notice responses, variance memos and month-end summaries.
Prest0n drafts client emails and follow-ups that wait for your approval.

what Prest0n does not do here

no tax or investment advice.
never moves money, pays a bill or changes bank details.
no filing of returns and no posting of journal entries.
a licensed professional reviews and releases the work.

the open ROI report

it models CPA firms and RIA practices, small and mid-size, and in-house finance teams of two sizes.

the modeled return

ROI for finance and accounting firms

pricing

$653 per Prest0n employee per month for 3–8 employees on a 12-month term, billed monthly. a free internship is 1 month of Prest0n: 225 pr0 of work, credited up front, with unlimited human seats. it comes with a new organization, for its primary owner, once per person. an invitation code or a referral link gives an extended internship in its place.

see the full price ladder