Grow Your Firm. Maximize Every Dollar.
Financial Operations for Firms
$0
/month
Stop paying bank fees for your firm’s hard-earned money. With Holdings, your business funds are always secure, with accounts that make it easy to organize by team, project, or client, so you focus on billable work and growth.
Open Account
Zero monthly fees—Every dollar stays on your balance sheet.
Effortless funds organization—Segment by client, project, or department for real-time visibility and control; eliminate manual tracking.
2% APY on all balances—No minimums, no hidden hoops—automatically grow your reserves every month.
Up to $3M FDIC insurance—Peace of mind for your firm and clients with top-tier deposit protection.
Unlimited business debit cards—Empower teams and track spending with real-time controls.
Instant, branded invoicing—Create professional invoices, automate reminders, and track payments from a single dashboard.
Transparent client payment processing—Accept payments by card or ACH at a clear 2.95% rate.
No-fee ATM withdrawals at over 55,000 locations—Cash for projects or travel, anywhere.
Mobile check deposit—Fast, remote, paper-free deposits.
Automated exports and integrations—Sync with QuickBooks, Sage, or download data for leadership and client-ready financials.
Accounting Software
$20
/month
Boost profitability and cut admin time with always-synced, intuitive accounting designed for consulting, creative, and professional firms. Segment transactions by client, project, or retainer. Instantly ready for leadership, clients, and year-end—without ever touching a spreadsheet.
Direct integration with your Holdings account—See every transaction in one place.
Automatic tagging—Track every client or project expense instantly; never miss a billable item.
Categorize and reconcile in seconds—Remove manual headaches and reduce errors.
Export-ready reporting—Download or share financials with partners, clients, or your CPA in one click.
Profitability insights at a glance—See how every project or retainer drives results.
Full accounting reports—Taxes, financials, and compliance—done, simplified, and always audit-ready.
Bookkeeping Service
Start at
$100
/month
Hand off your bookkeeping with confidence. Holdings pairs smart automation with a dedicated expert who organizes your accounts by project, client, or retainer—so your team is always ready for client reviews, board meetings, or audits.
Expert setup and guidance—A real bookkeeper designs and oversees your firm’s finances—not just software.
Catch-up and cleanup—Full historical reconciliations and hassle-free year-end prep, included as needed.
Always organized—Accurate, timely transaction tracking for all teams and projects.
Monthly summaries and insights—Clear, actionable reports for partners and leadership.
Year-end, client, and board-ready books—Audits and compliance made stress-free.
One Profit Platform, Three Powerful Solutions
Financial Operations for Firms
$0
/month
Stop paying bank fees for your firm’s hard-earned money. With Holdings, your business funds are always secure, with accounts that make it easy to organize by team, project, or client, so you focus on billable work and growth.
Open Account
Up to $3M FDIC insurance (sleep easy)
Effortless funds organization—Segment by client, project, or department for real-time visibility and control; eliminate manual tracking.
Free mobile deposits (snap, deposit, done)
Up to $3M FDIC insurance—Peace of mind for your firm and clients with top-tier deposit protection.
No-fee access to 55,000+ Allpoint ATMs worldwide (your cash, wherever you need it)
Instant, branded invoicing—Create professional invoices, automate reminders, and track payments from a single dashboard.
Transparent client payment processing—Accept payments by card or ACH at a clear 2.95% rate.
No-fee ATM withdrawals at over 55,000 locations—Cash for projects or travel, anywhere.
Mobile check deposit—Fast, remote, paper-free deposits.
Automated exports and integrations—Sync with QuickBooks, Sage, or download data for leadership and client-ready financials.
Accounting Software
(Seamless & Smart)
$20
/month
Boost profitability and cut admin time with always-synced, intuitive accounting designed for consulting, creative, and professional firms. Segment transactions by client, project, or retainer. Instantly ready for leadership, clients, and year-end—without ever touching a spreadsheet.
Direct integration with your Holdings account—See every transaction in one place.
Automatic tagging—Track every client or project expense instantly; never miss a billable item.
Effortless expense categorization (goodbye spreadsheets)
Snap and save receipts (no more shoeboxes)
Profitability insights at a glance—See how every project or retainer drives results.
Full accounting reports (tax time, simplified)
Bookkeeping Service
Start at
$100
/month
Hand off your bookkeeping with confidence. Holdings pairs smart automation with a dedicated expert who organizes your accounts by project, client, or retainer—so your team is always ready for client reviews, board meetings, or audits.
Expert setup and guidance—A real bookkeeper designs and oversees your firm’s finances—not just software.
Personalized setup with your bookkeeper
Personalized setup with your bookkeeper
Transactions organized and categorized
Books closed monthly with detailed profit & loss