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Your financial partner. Powered by AI, run by people.

Clean Books. Lower Taxes. Real Advice.

We're your business's financial partner. bookkeeping, tax, and a CPA-level CFO in your corner. AI makes us fast. People make us right. Let's win together.

CPA-led · Ex-EY · Bookkeeping + Tax + CFO in one place.

Meet the team

The people behind your numbers.

Dallas Bean

Dallas Bean, CPA

Fractional CFO & Founder
Christian Heaps

Christian Heaps

Fractional CFO
Katrina Smith

Katrina Smith

Bookkeeper

Dallas Bean, CPA, founded Batbridge after years at EY. He holds a Master's in Accounting and a CPA license, and he started this firm to give small businesses the kind of financial partner usually reserved for big companies. Read the full story

Services

Everything your finances need, in one place.

Accounting & Bookkeeping

The foundation for every report, projection, and tax return. We handle your bookkeeping, payroll, and financial data so you can trust your numbers.

Fractional CFO

Even small businesses deserve experienced, credentialed people on their finance team. We become your primary advisor for the financial decisions that drive growth.

Tax Planning & Prep

Tax work starts with clean books. Once your numbers are right, we plan proactively and file your business and personal returns. no April surprises.

Your financial partner. Powered by AI, run by people.

People First. AI-Powered.

Software can categorize a transaction. It can't tell you whether to make the hire or take the loan. We use AI to kill the busywork and keep costs down, then put a CPA on the decisions that actually move your business.

How it works

Getting started is simple.

1

Book a call and tell us where things stand.

2

We onboard and pull everything we need.

3

We clean up, take over, and grow with you.

Proof

What clients say.

Trusted by [client count pending] entrepreneurs, investors, and small businesses.

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Free templates

Free templates.

Not ready to talk? Get the same templates our clients use. free P&L template and retirement calculator.

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Pricing

Simple pricing. No surprises.

Bookkeeping
$400
starting at, per month

Clean books, monthly close, and reports you can trust.

Books + Tax
$850
starting at, per month

Everything in Bookkeeping, plus proactive tax planning and filing.

Fractional CFO
Custom
scoped to you

A credentialed advisor on your finance team for the big decisions.

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FAQ

Questions, answered.

Your financial partner. Powered by AI, run by people.

Stop guessing at your numbers. Let's win together.