Shouldered AI / For CPAs and small accounting firms
You be the accountant. We shoulder the rest.
Every busy season you spend more time chasing documents than reading them. Shouldered gives your firm one HQ that requests, reminds, schedules and bills, so your hours go to the returns and the advice. Client data stays in your own system and every number is yours to sign.
"Half my season is chasing clients for their documents."
Tabitha at the Service Desk sends each client a clear list of what is missing and follows up kindly until it arrives, then tells you the file is ready.
"I do the work and then wait months to get paid."
Matthew at the Finance Desk sends your invoices once you approve them and follows up on late payers, so collecting is no longer your job.
"Extension and filing dates keep me up at night."
Nehemiah at the Operations Desk tracks every client deadline and extension you enter and reminds you and the client in time.
"I cannot onboard new clients during busy season."
Lydia at the Sales Desk answers new inquiries, sends the engagement letter for your signature and books the first meeting for when you have room.
Simon and seven desks of Heroes, working for accountants.
Tells you each morning which clients are waiting on documents, which are ready for review and who still owes you.
Sends document request lists, reminds clients until files arrive and answers the simple questions about where things stand.
Replies to new inquiries, qualifies them by service and books intro calls on your calendar.
Prepares your firm's own invoices, sends them after you approve and chases what is overdue.
Tracks filing deadlines, extensions and engagement letters for every client in one place.
Sends the seasonal reminders and newsletters you approve and asks happy clients for reviews.
Simon runs HQ: all the tech and all the brain power, and the one you talk to. Each of the seven desks is run by a Hero, and Simon directs all seven and answers for them. A person approves what matters, and legal, tax, medical and financial decisions stay with you and your licensed advisers.
In the middle of March you open Simon's note: eleven clients still owe documents and each got a friendly reminder overnight, four files are complete and ready for your review. Two new inquiries booked intro calls for April. Last month's invoices went out after your approval and three were paid before lunch. You spend the afternoon on returns, not on email.
An illustration, not a promised result.
Start
Start with the Small HQ (up to 5 seats, 80 hours a month) at $750 a month paid for the year (Founding price: $500, first 50 companies only), plus $1,000 onboarding. Document chasing, invoicing and deadline tracking are Shouldered first.
Grow
Your firm runs on it first. Then you can give each of your clients an HQ of their own at $750 a month, so the businesses whose books you keep get paid faster too.
Your Hero is here to improve the human. Your HQ, led by Simon, is here to improve your business.
Two prices, and 50 Founding places.
First, what the work costs you today. A full-time office manager runs most small businesses about $4,000 to $5,000 a month with taxes and benefits, and goes home at five. Every call nobody answers is a job that goes to someone else.
Business coaching often costs $5,000 to $7,500 for one session day. HQ does the work every month, with a coach running the Shouldered Way and workshops included. Already have a coach? HQ works alongside them.
Founding 50: of 50 places left. When they are gone, this price closes.
For you
An assistant for one person: mail, chat, calendar, to-dos and contacts. It learns how you work.
- A seat a month
- $25
- Founding price, first 50 only
- $20
- A seat a month. Cancel any time
- No onboarding fee
- It stops where you stop. It does not run a business
Up to five people
5 seats and 80 hours a month. Onboarding $1,000, paid once.
- Paid for the year
- $750
- Month to month
- $1,100
- Founding price, first 50 only
- $500
- Simon and all seven desks
- Starts the work itself
- About $25 a day, paid for the year
- The six-month guarantee
- Arrives in December. Join the founding list now
Six to twenty people
20 seats and 200 hours a month. Onboarding $2,000, paid once.
- Paid for the year
- $1,875
- Month to month
- $2,750
- Founding price, first 50 only
- $1,250
- Everything in Small
- Room to grow without changing plan
- The six-month guarantee
Prices are per month. Only the first 50 companies (the Founding 50) get the Founding price with a two-year commitment, paid yearly by bank transfer, and keep it for as long as they renew. Pay yearly by bank transfer and take 3% off. Onboarding is $1,000 for Small and $2,000 for Medium, paid once, and free at Shouldered events. It is one 1-hour call: technical setup with our technical team first, then your business with our team. The person who sold you HQ joins your onboarding call. Paid for the year, you get a named person who checks in every month. Month to month gets standard support. Twenty-one people and up is built around you. More seats are $25 each (Founding price $20), and more hours $12.50 each; hours count only while HQ is working, like minutes on a phone plan.
Enterprise and government. For large companies and public agencies. Custom plans start at $5,000 a month. Pilots are paid. We start SOC 2 Type 1 work in 2027. Texas agencies: we are working toward TX-RAMP.
If HQ does not complete at least 40 hours of real admin work a month for you in your first six months (100 hours on Medium), tell us by the end of month five and we refund every dollar you paid for the plan.
The onboarding fee is not refunded. The guarantee asks one thing of you: let HQ do its work. Give it the access it needs and review its work in good faith. If our records show you kept declining or blocking the work HQ set out to do, the guarantee does not apply. If we see that happening, we tell you in writing so you can fix it.
The six months start the day HQ goes live for you. The Founding 50 are included. The guarantee covers HQ only, never coach fees.
Does client tax data leave my system?
No. Client data stays in your firm's own system. HQ prepares requests, reminders and invoices around it.
Will it prepare returns or give tax advice?
No. Tax decisions stay with you. It handles the admin around the work: requests, reminders, scheduling and billing.
Can it really help during busy season?
That is when it helps most. It keeps chasing, booking and billing while you review, and it starts that work on its own.
When can we start?
The Hero is available now at $25 a seat a month. HQ launches in December 2026, and the founding list is open today. Onboarding is one 1-hour call. Setup takes up to 30 days, so joining now means you are ready before the next season.
What if it does not help?
If HQ does not complete at least 40 hours of real admin work a month for you in your first six months (100 hours on Medium), tell us by the end of month five and we refund every dollar you paid for the plan.
A Christian-run company, and proud of it.
Churches get free Hero seats. When a member's business joins, its church gets an HQ, free.
Simon is named for Simon of Cyrene, who stepped in and shouldered the cross for another. Shouldered takes no outside funding and is open to everyone. The technology comes from the OurWorld group: ten years of work, 60+ engineers, running in 20+ countries.
Pull up a chair.
Start with your Hero today, take a Founding 50 place for HQ, or just come and ask questions in the community.
Founding list
One of the first 50 places. Keep the Founding price as long as you renew.
Hold my place →Your Hero
$25 a seat (Founding price $20). Available now.
Start with your Hero →Telegram
The front door. Talk with us and with owners like you.
Join on Telegram →Or write to Simon: simon@shouldered.com