Catching Numbers

Keep books current and receive reliable financial statements without hiring or managing an in-house bookkeeper.

Get complete, reviewed accrual-basis books and monthly statements on a predictable schedule, with clear notes on changes in your results.

Get accurate, reviewed monthly numbers and controller-level reporting without hiring a full-time controller.

Get trusted financial forecasts, reporting and fundraising support to guide business decisions without the cost of a full-time CFO.

Get a correctly configured, clean accounting system with connected apps and reliable opening balances.

Get a consolidated, reconciled view of ecommerce sales, costs, inventory and margins to support timely business decisions.

Get reconciled, investor-ready SaaS books with accurate subscription revenue, useful operating metrics and monthly reporting.

Get clear, investor-ready reporting on AI costs, margins, burn and runway with books tailored to compute spending and usage-based revenue.

Get reliable monthly numbers, understand cash runway, and prepare investor-ready books as your startup grows.

Get reconciled property and entity books, monthly reporting, and organized records for tax CPAs, lenders and partners.

Give boards, funders and auditors clearer, reconciled nonprofit financials with restricted funds and grants tracked throughout the year.

Get reconciled, tax-ready books and monthly reporting that clarify revenue, costs, and which fitness programs and locations make money.

Reconcile digital asset activity, clarify gains and losses, and provide tax CPAs with consolidated, defensible records.

Help founders and finance teams estimate taxes, check state tax obligations and understand cash runway with free, browser-based tools.

Outsourced bookkeeping

CPA-led bookkeeping for growing businesses, performed in the accounting software they already use. The service includes transaction coding, monthly account and payment processor reconciliations, payment and marketplace reconciliation, and financial statements. Clients receive support from a named accountant and a fixed monthly fee confirmed before work begins. Catching Numbers can bring prior books up to date through a separately quoted cleanup project and provides a reconciled year-end package for the client’s tax CPA; it does not prepare income tax returns.

Category: Bookkeeping Services

• Keep Account Balances Reconciled
  Monthly reconciliations help ensure bank, card and loan account records are brought up to date.
• Review Monthly Financial Statements
  Monthly statements provide financial information from the maintained books, including profit and loss, balance sheet and cash flow reporting.
• Keep Transactions Consistently Coded
  Consistent transaction coding helps keep business activity organized in the accounting system.
• Reconcile Sales Channel Payouts
  Reconciling processor and marketplace activity helps connect deposits to underlying sales, fees, refunds and other transactions.
• Prepare Books For Tax Handoff
  A reconciled year-end package gives the client’s tax CPA organized books for tax preparation.
• Keep Your Existing Accounting Software
  Clients can receive bookkeeping in the accounting platform they already use, with connected apps tied back to their books.
• Track Bills And Invoices
  Tracking payables and receivables helps clients keep tabs on bills and invoices in their books.
• Discuss Results With Your Accountant
  A named accountant and regular check-ins give clients a direct point of contact to talk through their reports.
• Know Your Monthly Fee In Advance
  A fixed monthly fee for the agreed scope gives clients a price confirmed in writing before service begins.
• Capture Receipts And Bills
  Capturing receipts and bills helps keep supporting documents associated with recorded transactions.
• Record Payroll Activity
  Payroll entries are incorporated into the books using information from the client’s payroll provider.
• Bring Behind Books Up To Date
  A one-time catch-up and cleanup project can address prior periods that need work before ongoing monthly bookkeeping begins.

Month-end close services

Catching Numbers provides outsourced accrual-basis month-end closes in clients’ existing accounting systems, following a fixed calendar for a fixed monthly fee. The team reconciles accounts and payment processor payouts, posts accruals and other adjustments, reviews the balance sheet and results, and delivers monthly financial statements with notes on significant changes. Statements are typically delivered by the 7th to 10th business day of the following month. Controller review, payroll and benefits reconciliation, and relevant revenue, fixed-asset, depreciation and inventory schedules are part of the close.

Category: Accounting Services

• Receive Statements On A Predictable Schedule
  A defined monthly close calendar sets expectations for documents, review and reporting, with delivery timing dependent on receipt of required information.
• Tie Account Balances To Supporting Records
  Reconciliations connect account balances to statements and supporting records, and break payment processor payouts into their underlying activity.
• Review Results Before Relying On Them
  Controller review checks balance sheet support and compares results with the prior month and budget before the close is signed off.
• Record Costs In The Period They Belong
  Accruals and prepaid expense adjustments support accrual-basis books by recording costs in the relevant period, including costs not yet billed.
• Understand Monthly Results And Changes
  Monthly statements are accompanied by notes on changes in results, with an option to walk through them with the team.
• Recognize Contract Revenue In The Right Period
  Revenue schedules support recording contract revenue in the period it is earned and tracking deferred revenue where required.
• Reconcile Payroll And Benefits
  Reconciling payroll and benefits to provider information incorporates payroll activity into the monthly books and close.
• Track Assets And Inventory In The Close
  Relevant fixed-asset, depreciation, inventory and cost-of-goods-sold records are included in the close.
• Track Bills And Customer Receivables
  Payables, bill pay, receivables and collections tracking are included in the broader advanced bookkeeping and close scope.
• Keep Your Existing Accounting System
  Catching Numbers works in the accounting system the client already uses and adapts the close checklist to that system.
• Plan Around A Fixed Monthly Fee
  The fee is agreed for the defined scope and confirmed in writing before work begins, rather than billed hourly.

Outsourced controller services

Catching Numbers provides part-time controller oversight backed by a bookkeeping team, remotely and in the accounting system clients already use. Controllers own the month-end close, review and sign off on financial statements, and provide revenue recognition, balance sheet support and monthly reporting. The service also supports internal controls, multi-entity accounting, audit preparation, due diligence and lender reporting. Clients can engage the team for a fixed monthly fee, with controller support starting at $2,440 per month, including the bookkeeping underneath it.

• Close And Sign Off Every Month
  A controller is responsible for the close process and reviews results before the company relies on its financial statements.
• Reconcile And Support Balance Sheet Accounts
  Keep balance sheet accounts tied to supporting records and reviewed as part of each monthly close.
• Recognize Revenue And Reconcile Schedules
  Maintain revenue recognition schedules for deferred and unbilled revenue, supporting monthly reporting for companies with complex revenue arrangements.
• Review KPIs And Explain Variances
  Use monthly reporting and a review call to understand financial results, performance indicators and differences from budget.
• Add Controller Oversight Without A Full-Time Hire
  Access part-time controller oversight and bookkeeping support for a fixed monthly fee, without hiring a full-time controller.
• Record Adjustments And Maintain Schedules
  Account for expenses and assets through close adjustments and supporting schedules so reported results reflect the period.
• Set Up Practical Financial Controls
  Apply internal controls and approval workflows suited to the company’s team and accounting processes.
• Prepare Schedules For Audit Requests
  Organize reconciliations and supporting schedules for auditors and coordinate with the audit firm during fieldwork.
• Manage Intercompany Accounting And Consolidations
  Coordinate accounting across entities and consolidate results for companies with more than one entity.
• Prepare Financial Records For Due Diligence
  Keep financial records and reporting organized to support a company’s due diligence process.
• Prepare Lender And Covenant Reporting
  Provide lender-focused reporting and covenant information as part of the company’s financial reporting process.
• Run The Close In Your Existing System
  Continue using your accounting platform while the team adapts its close, review and reporting processes to that system.
• Review In-House Bookkeeping Work
  Keep day-to-day bookkeeping in-house while adding controller review, or consolidate bookkeeping and close ownership with one team.

Fractional CFO services

Catching Numbers provides part-time senior finance leadership for businesses that need support planning, raising or scaling without hiring a full-time CFO. Services include cash flow forecasts and runway planning, budgets and financial models, scenario planning, board and investor reporting, unit economics, pricing and profitability analysis, and fundraising and due-diligence support. CFO work is built on books the team closes monthly, with bookkeeping, month-end close and controller review available. Support is offered for a fixed monthly fee, quoted based on transaction volume, entities and the CFO time needed.

• Forecast Cash And Runway
  See how long available cash may last and plan cash needs with forecasts grounded in current, monthly closed books.
• Plan Hiring And Growth
  Compare financial scenarios for hiring, pricing and new markets to evaluate the potential impact of business decisions.
• Explain Financial Performance
  Give boards and investors regular reporting with KPIs and context explaining changes in the numbers.
• Prepare For Fundraising
  Prepare financial models, historical financials and KPIs for a data room, and get support answering investor due-diligence questions.
• Ground Plans In Trusted Books
  Build forecasts and financial plans on books that the team closes monthly, rather than relying on unverified or outdated figures.
• Assess Unit Economics
  Evaluate key unit economics measures, including margins, customer acquisition cost payback and lifetime value.
• Identify Profitability Drivers
  Examine pricing and profitability by product, channel or customer to understand where margins are changing.
• Add Finance Leadership
  Bring CFO-level finance leadership into leadership meetings and board calls when needed.

Accounting system setup, cleanup and migrations

One-time projects to set up a new accounting system, clean up books that are inaccurate or behind, or migrate to a better-fitting platform. The team works in systems including QuickBooks Online, Xero, NetSuite, Sage Intacct, Rillet and Digits. Projects can include chart of accounts design, catch-up and cleanup of prior periods, finance app integrations, and clean opening balances for a move to a new system. Cleanup includes reconciling accounts, correcting transactions and reviewing the result with a CPA. Projects are quoted as fixed fees after a review.

• Correct Historical Bookkeeping Issues
  Resolve past bookkeeping errors and reconcile accounts to supporting statements. A CPA reviews the results, and the client receives financial statements and a summary of adjustments.
• Establish A Clean Accounting Starting Point
  Set up a new system to give the business a clean place to begin managing its accounting.
• Bring Missing Periods Up To Date
  Record and reconcile transactions for missing periods to bring the books current and establish a clean starting point for ongoing work.
• Move To A Better-Fitting Accounting System
  Support a move between accounting platforms, including QuickBooks Desktop to QuickBooks Online and moves to NetSuite, Sage Intacct or AI-native platforms.
• Organize Accounts For Clearer Bookkeeping
  Create an appropriate chart of accounts to structure the accounting system and support consistent bookkeeping.
• Start The New System With Reconciled Balances
  Prepare clean opening balances for a system move so the new ledger starts from reconciled figures.
• Connect Finance Apps To The Books
  Integrate finance applications with the accounting system so connected systems tie back to the books.

Ecommerce accounting

Catching Numbers provides outsourced accounting for ecommerce brands selling through online stores and marketplaces. The service connects channels such as Shopify, Amazon, BigCommerce, WooCommerce, eBay and Etsy to the client’s accounting software, reconciles sales and payouts, and tracks fees, sales tax, inventory and cost of goods sold. Monthly close and reporting provide a consolidated view of the business, including profit by channel. The team works in the accounting system the client already uses and supports sales tax recordkeeping for filing by the client’s provider or advisor; it does not file sales tax returns.

Category: Accounting Services

• Reconcile Payouts To Sales
  Match channel payouts and marketplace settlements to sales and bank deposits, with underlying amounts separated so gross sales and costs are not obscured by net deposits.
• Track Inventory And Cost Of Goods Sold
  Track inventory balances and record costs as units sell, including landed costs, to support accurate product margins. Monthly inventory tie-outs and write-offs help align records with available reports.
• Connect Sales Channels To Your Books
  Bring activity from multiple ecommerce stores and marketplaces into the accounting system for a consolidated view of the business.
• Track Sales Tax By State
  Keep sales tax reconciled by state and identify where sales may create registration obligations, with records ready for the party handling filings.
• Review Monthly Profit By Channel
  Receive monthly results to inform decisions about advertising, pricing and reorders. Channel-level reporting helps review margins and key sales, refund and inventory measures.
• Track Fees By Type
  See marketplace, payment processing, fulfillment, storage and advertising fees separately to support a more accurate view of costs and channel margins.
• Summarize Marketplace Payouts
  Use A2X or similar tools to create summarized entries that separate payout components and support reconciliation for sellers with many orders.

SaaS accounting

Catching Numbers provides outsourced accounting for subscription software companies, setting up and running accrual-basis books with a monthly close. The service recognizes subscription revenue under ASC 606, reconciles deferred and unbilled revenue and billing data, and reports SaaS metrics from reconciled books. Support also includes board and investor reporting, sales tax tracking, and research and development cost tagging. The team works in clients’ existing accounting software, with support suited to companies from pre-seed through growth stage.

Category: Accounting Services

• Recognize Subscription Revenue As Services Are Delivered
  Match subscription revenue to the period in which the service is delivered rather than recording it all when a customer pays.
• Reconcile Revenue Schedules Every Month
  Keep deferred and unbilled revenue supported by monthly reconciliations, explaining the difference between cash received, billings and revenue earned.
• Close Books On A Regular Monthly Schedule
  Receive complete monthly books on a recurring schedule, with accounting information prepared for business decisions and board reporting.
• Tie Billing Data To The General Ledger
  Connect billing activity to accounting records and reconcile payment activity so revenue, fees, refunds and customer balances are reflected in the books.
• Report SaaS Metrics From Reconciled Books
  Use recurring revenue, churn, retention and CAC payback metrics tied to reconciled accounting and billing data.
• Prepare Monthly Reports For Boards And Investors
  Provide a recurring reporting pack and financial information for board and investor updates, fundraising and due diligence.
• Scale Accounting Support As Your Company Grows
  Choose support suited to your stage, from clean early-stage books and runway reporting to controller review, forecasting and multi-entity reporting.
• Keep Accounting In The System That Fits
  Receive accounting support in the software already in use, with options suited to changing contracts, entities and reporting needs.
• Track Subscription Revenue By State
  Maintain state-level revenue records to help identify potential sales tax nexus and provide figures to the company’s tax CPA.
• Tag Research Costs For Your Tax CPA
  Organize research and development cost information so the company’s tax CPA has supporting figures for tax work.

Accounting for AI Companies

Accounting services for AI startups and companies building on models. The CPA-led team tracks GPU, cloud and model-API costs, cloud credits and compute commitments; recognizes usage-based and hybrid revenue under ASC 606; and prepares monthly reporting on revenue, gross margin, burn and runway. Services also include recording contractor and international team payments, tagging research and development costs for the client’s tax CPA, and maintaining books in the client’s existing accounting software.

Category: Accounting Services

• Classify Compute Costs Correctly
  Separate customer-serving costs from research and development, making AI product costs and gross margins clearer in monthly reporting.
• See Margins By Product Or Model
  Understand what it costs to serve customers and review gross margin by product, model or customer tier where available data supports it.
• Recognize Usage Revenue As Delivered
  Match usage-based revenue to the period when service is delivered and apply consistent accounting to minimum commitments, prepaid credits and overages.
• Track Credits And Commitments Separately
  See compute costs apart from cash outlays, track remaining cloud commitments, and understand how credits ending or commitments coming due affect runway.
• Prepare Monthly Investor Reporting
  Receive monthly reporting on revenue, gross margin, burn and runway, with figures prepared for investor updates.
• Tag Research Costs For Your CPA
  Keep research costs organized by type and location so the client’s tax CPA has relevant records for tax and research credit work.
• Reconcile International Team Payments
  Keep contractor, employer-of-record and international team payments recorded and reconciled, with multi-currency accounts and location-based cost tracking.
• Keep Books In Your Existing Software
  Use the accounting system that fits the company’s stage without having to switch to a specific platform for the service.

Startup accounting

Startup accounting and bookkeeping for founders from first funding through Series A and beyond. The service provides accrual-basis books, monthly closes, burn and runway reporting, and accounting for SAFEs, convertible notes and priced rounds tied to the cap table. It prepares consistent investor-update numbers and supporting reconciliations and schedules for due diligence. Support can scale from monthly bookkeeping to controller review, investor reporting, budgets and fractional CFO support. The team works in the startup’s accounting system and keeps books tax-ready for handoff to the company’s tax CPA; it does not prepare tax returns.

Category: Accounting Services

• Record Funding And Tie Entries To Your Cap Table
  Record startup funding transactions and connect them to cap table information, maintaining supporting records for investors and future diligence.
• Deliver Consistent Numbers For Monthly Updates
  A recurring monthly close provides consistent core numbers, with board and investor reporting available as needs grow.
• Match Revenue And Costs To The Right Periods
  Accrual-basis books record revenue and costs in the periods they belong to, supporting monthly information prepared for investor and auditor expectations.
• Track Cash And Plan For Upcoming Needs
  Monthly burn and runway information gives founders a view of cash available, while forecasts and budgets support planning and board discussions.
• Prepare Supporting Records For Investor Review
  Organized reconciliations, schedules and supporting detail help provide accounting information requested by investors, lenders and auditors.
• Track Research Costs For Your Tax CPA
  Separate tracking organizes research and development costs so the startup’s tax CPA can use the records for tax work.
• Scale Accounting Support As Your Startup Grows
  Startups can add close oversight, reporting, budgets and fractional CFO support as their funding stage and accounting needs change.
• Work In The Accounting System You Use
  Startups can receive accounting support in their existing system, with options suited to different stages and levels of complexity.
• Prepare Figures For Delaware Filing Requirements
  A reminder and required figures help founders prepare for the Delaware annual report and franchise tax deadline.

Real estate accounting

Catching Numbers provides bookkeeping and accounting for rental investors, holding companies, house flippers and property managers. The service maintains separate books for each entity, tracks income and expenses by property or project, reconciles rent and trust accounts, and prepares monthly reporting and year-end packages for clients’ tax CPAs, lenders and partners. Work is performed in clients’ existing accounting and property management software, including Buildium, AppFolio, QuickBooks Online and Xero. Property management accounting includes monthly trust account reconciliation, tenant deposit tracking, owner statement review, management company book separation, rent and receivables reconciliation, property-level cost coding, reserve tracking, vendor reporting, software support, trust account cleanup and scoped monthly pricing.

Category: Accounting Services

• Maintain Separate Books And Portfolio Views
  Each entity has its own books, while a combined portfolio view helps clients review results across properties. Inter-entity transactions are recorded on both sides.
• Reconcile Trust Accounts Every Month
  The monthly reconciliation checks that trust funds are accounted for by matching the bank balance, trust register and owner and tenant ledgers.
• Track Income And Expenses By Property
  Property-level tracking gives investors a profit and loss view for each building. Monthly rent reconciliation compares rent received with the rent roll and bank deposits.
• Separate Company Books From Client Funds
  Keeping company operating records apart from owner and tenant funds supports clearer accounting for both the management company and its clients.
• Track Costs And Profit By Flip
  Project-level records show costs from purchase through sale, including renovation, contractor and holding costs, so clients can see the profit on each completed deal.
• Track Security Deposits By Tenant
  Tenant-level records keep refundable deposits separate from rent and income, and tie deposits to the deposit account.
• Review Owner Statements And Distributions
  Statements and distribution amounts are reviewed before release. The client retains approval and payment control.
• Track Improvements And Fixed Assets
  Separating capital improvements from repairs helps maintain organized fixed asset records and provides depreciation information to the tax CPA.
• Prepare Entity-Level Year-End Packages
  Organized year-end records help each entity’s tax CPA prepare returns, including property-level financials and supporting details.
• Reconcile Rent And Property Costs
  Monthly bookkeeping reviews rent, late fees and tenant receivables, identifies delinquencies, assigns bills and maintenance costs to the right property and owner, and tracks reserves and owner contributions.
• Reconcile Rent And Identify Delinquencies
  Reconciling rent, late fees and tenant receivables and providing a delinquency report helps managers review amounts due and payment records.
• Split Mortgage Payments Into Components
  Separating principal, interest and escrow helps keep loan balances, expenses and escrow assets recorded and reconciled to lender statements.
• Connect Property Software To Your Books
  Working in systems clients already use, the team connects bank feeds, rent collection and owner distributions so property management software ties back to accounting books.
• Code Costs To The Right Property
  Coding bills and maintenance costs by property and owner makes it clearer where expenses belong in the records.
• Track Reserves And Contributions By Property
  Property-level records show reserves and contributions associated with each property.
• Bring Unreconciled Trust Accounts Current
  The team reconciles back to the last balanced month, identifies differences, documents corrections and establishes ongoing monthly reconciliations.
• Organize Vendor Records For Year-End Reporting
  Maintaining vendor W-9s and year-end 1099 reports helps organize vendor information for reporting.
• Set A Monthly Fee For Your Scope
  Fees are scoped around the portfolio’s doors, accounts and transaction volume, then confirmed in writing.

Nonprofit accounting

Outsourced bookkeeping and accounting for charities and foundations. Services include fund accounting by program, grant and donor restriction; grant budget tracking and claims; donation platform reconciliation; in-kind donation recording; functional expense reporting; and board-ready financial statements. The team provides year-end schedules and reconciled books for auditors and Form 990 preparers, but does not perform audits or prepare Form 990.

Category: Accounting Services

• Track Funds By Program And Purpose
  See which program, grant or restriction each gift and expense belongs to, supporting clearer reporting on how funds are used.
• Track And Release Donor Restrictions
  Keep donor-restricted money distinct from funds available for general use, and record releases when restrictions are satisfied.
• Compare Grant Budgets With Spending
  Review actual spending against grant budgets and prepare claims from reconciled records, with deadlines and spending limits tracked.
• Reconcile Gifts, Fees And Payouts
  Match donation activity to deposits and donor records while keeping contribution revenue and fundraising costs visible.
• Allocate Expenses By Function
  Maintain expense detail for program services, management and general, and fundraising, with documented allocations supporting financial statements and Form 990 preparation.
• Prepare Books For Audit And 990
  Provide auditors and Form 990 preparers with organized reconciliations and schedules, helping them work from complete accounting records.
• Deliver Clear Financial Statements
  Give board members regular financial information for oversight, including financial position, activity and cash summaries.
• Record And Value In-Kind Gifts
  Keep nonfinancial assets distinct from cash contributions and retain documented valuation information for reporting and review.
• Track Federal Awards Separately
  Keep federal award activity identifiable in the books and prepare the award schedule needed for audit support.
• Work In Your Existing Accounting Software
  Use the organization’s accounting system and connect donation platform activity so gifts, fees and payouts tie back to the books.

Gym & Fitness Accounting

CPA-led bookkeeping and accounting services for gyms, fitness studios, spas, wellness businesses and personal trainers. The service records membership, class-pack and personal-training revenue; reconciles bank, card, merchant and booking-platform accounts; tracks prepaid revenue, payroll, contractor payments and sales tax; and reports results by location and program. It also covers retail inventory and cost of goods sold, equipment assets, monthly financial reporting and catch-up bookkeeping. Work is performed in the client’s accounting software, including QuickBooks Online or Xero, for a fixed monthly fee. Catching Numbers keeps books tax-ready and works alongside the client’s tax CPA; it does not prepare tax returns.

Category: Accounting Services

• Track Revenue By Service
  See revenue from memberships, class packs, personal training and other services separately in the books.
• Recognize Revenue As Services Are Earned
  Keep monthly revenue aligned with services delivered and track prepaid classes and memberships still owed to members.
• Reconcile Payouts To Sales
  Understand gross sales and the fees and refunds deducted before each payout reaches the bank.
• Reconcile Accounts Every Month
  Keep account balances tied to statements and maintain current books for monthly reporting.
• Record Trainer Pay Correctly
  Keep employee payroll and contractor payments organized in the books, with W-9 information collected for 1099 reporting.
• Compare Profit By Location And Program
  Review financial results by location or service line to understand what each contributes after costs.
• Separate Taxable And Non-Taxable Sales
  Organize sales by tax treatment so figures for applicable sales tax returns are easier to retrieve.
• Review Key Metrics Each Month
  Use recurring metrics to review membership trends, costs, prepaid service obligations and retail performance.
• Track Retail Costs And Inventory
  Compare retail sales with product costs and inventory counts to understand retail gross margin.
• Keep Your Existing Accounting Software
  Get bookkeeping in QuickBooks Online or Xero, connected to membership software and payment processors.
• Prepare Books For Your Tax CPA
  Maintain organized, tax-ready books for your tax CPA while keeping tax return preparation with that provider.
• Track Equipment Assets
  Maintain equipment purchase and lease information in a fixed asset schedule for accounting and year-end support.
• Bring Behind Books Current
  Address prior-period bookkeeping gaps with a cleanup before moving into ongoing monthly support.

Crypto and digital asset accounting

Accounting and bookkeeping support for businesses and individuals holding, trading or accepting crypto. Catching Numbers connects and reconciles wallets and exchanges with QuickBooks Online, Xero, NetSuite or another accounting system; tracks cost basis wallet by wallet; calculates gains and losses; and prepares records that can be reconciled to Form 1099-DA. The service also accounts for transaction fees, staking income and business-held crypto under fair value accounting, and can reconstruct records for prior years. Catching Numbers provides books and reports for clients and their tax CPAs; it does not prepare tax returns.

Category: Accounting Services

• Reconcile Wallet And Exchange Balances
  Match digital asset balances and transfers across the client’s wallets and exchange accounts and record the results in the books.
• Track Cost Basis By Wallet
  Maintain wallet-by-wallet cost basis records to support gain and loss calculations and comparisons with broker-reported information.
• Prepare Gain And Loss Reports
  Provide the client’s tax CPA with organized gain and loss reports for tax preparation.
• Apply Fair Value Accounting
  Account for business-held crypto using fair value accounting and reflect resulting changes in the company’s financial records.
• Connect Digital Asset Accounts
  Bring exchange and wallet activity into the client’s accounting workflow, using an automatic or manual connection.
• Record Fees And Staking Income
  Capture digital asset transaction and processing fees and staking income as part of the accounting records.
• Reconstruct Historical Cost Basis
  Use available exchange and wallet histories to rebuild prior-period cost basis and prepare annual gain and loss reports.
• Account For Crypto Payments
  Record the value of crypto received by a business and account for digital assets used to pay vendors or contractors.

Free tax and finance tools

A collection of free calculators, checkers and state tax guides for founders and finance teams. Tools cover sales tax and state income tax nexus, quarterly estimated taxes, S corporation tax savings and cash runway. No sign-up is required, and the tools run in the browser without storing entered information. Results are estimates for general information, not tax, legal, accounting or financial advice.

• Estimate Federal Quarterly Tax Payments
  Use tax information and withholding to estimate federal quarterly payments under safe harbor rules and review applicable due dates.
• Check State Sales Tax Nexus
  Compare sales and orders by state with economic nexus thresholds to see where sales tax registration may be needed.
• Check State Income Tax Nexus
  Review state bright-line tests to identify where company activity may create income, franchise or gross receipts tax obligations.
• Estimate Cash Runway
  Explore net burn, months of runway and an estimated cash-out month while accounting for revenue and cost growth.
• Compare LLC And S Corp Taxes
  Estimate how self-employment taxes compare with S corporation payroll taxes after additional operating costs, using the figures entered.
• Use Tools Without Sharing Your Inputs
  Use the tools without signing up; entered information stays in the browser and is not stored by Catching Numbers.
• Review State Tax Guides
  Consult state-specific sales tax and income tax guides for information relevant to remote sellers and businesses.