What Finch does

Finch, PC is a Costa Mesa, California-based professional corporation founded in 2015 by Corey Johnson and Jonathan Pittard that delivers subscription-based accounting, bookkeeping, budgeting, payroll, and financial consulting services to small/mid-size businesses, churches, and non-profits across 21 US states. Service delivery is organized around a team-based model in which each client is assigned a dedicated CPA and Financial Analyst with multi-level review, addressing the documented instability of single-bookkeeper arrangements in church and small-organization settings. The company's core technology asset is the Finch App, a proprietary web-based platform supporting check requests, expense reports, per-user account access controls, manager dashboards, and monthly management reports with variance analysis and analyst commentary.

Revenue is generated primarily through recurring monthly subscriptions in three tiers — Essential (core bookkeeping and reporting starting at $360/month), Premium (adds budgeting and forecasting starting at $400/month), and Complete (adds full-service payroll starting at $488/month) — with pricing that scales by average monthly expenses (businesses) or income (churches/non-profits) and by employee count for payroll. Ancillary revenue comes from one-time financial compilations ($3,750), quarterly bookkeeping subscriptions ($240-$1,098), donor statement delivery, and à la carte services. The go-to-market is direct and consultation-driven: customers self-select plans via the website, schedule an onboarding call, and proceed to monthly conference calls; the firm also publishes e-books and the annual Church Finance Report (surveying 150 churches) as top-of-funnel content assets. Integrations with QuickBooks, TSheets, and Intuit's payroll portal support workflow execution, while partnerships with Subsplash, The Giving Block, and Engiven extend reach within the church technology ecosystem. The company is bootstrapped with no disclosed external funding and operates with 40+ team members.

Name

Finch

Legal name

Finch, PC

Website

https://finch.co

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Finch, PC is a bootstrapped Costa Mesa, California accounting firm founded in 2015 that delivers subscription-based bookkeeping, budgeting, payroll, and financial reporting services to small businesses, churches, and non-profits across 21 US states via its proprietary Finch App.

Ownership category

akta.pro rank

Headquarters

HQ city

Costa Mesa

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Monthly Subscription - Essential Package: Core bookkeeping and accounting services delivered as a flat monthly fee. Includes monthly financial reports, check requests, expense reimbursements, income tracking, and CPA-reviewed reconciliations.
2. Monthly Subscription - Premium Package: Essential package plus budgeting and forecasting services. Includes custom budget templates, budget vs. actuals tracking, and semi-annual consultative reviews.
3. Monthly Subscription - Complete Package: Premium package plus full-service payroll administration including direct deposit, tax payments, filings, and end-of-year processing.
4. Financial Compilation Services: One-time compilation service for financial statement preparation. Initial $500 deposit credited against $3,750 final billing.
5. Additional Support Services: A la carte services including audit support, chart of account restructuring, donor statements, and amended tax filings.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Finch, PC delivers outsourced bookkeeping, budgeting, payroll, and financial reporting services to small businesses, churches, and non-profits on a flat monthly subscription. Each client is assigned a dedicated team that includes a CPA for accounting needs and a Financial Analyst for planning and forecasting, with service delivery supported by the proprietary Finch App for check requests, expense reports, and monthly management reporting.

Product overview

Finch, PC is an accounting and finance firm offering a tiered subscription-based service model for businesses, churches, and non-profits. The core offering centers on the Finch App, a proprietary web-based platform that provides check requests, expense reports, and monthly Finch Reports. Service tiers include Essential (bookkeeping and accounting), Premium (adds budgeting and forecasting), and Complete (adds full-service payroll). Pricing scales based on monthly expenses/income and employee count. The company also offers à la carte services including financial compilations, donor statements, and educational e-books on church finance topics.

Differentiator

Problem solved

Functional benefit

Products and services

• Finch App Web-based application for businesses, churches, and non-profits providing check requests, expense reports, and monthly Finch Reports for managing accounting and finance functions.
• Essential Business Bookkeeping Comprehensive bookkeeping for businesses including daily expense entries, monthly bank reconciliations, check request processing, income tracking, and monthly financial reports; starts at $360/month based on average monthly expenses.
• Premium Business Bookkeeping Essential bookkeeping plus budgeting and forecasting with custom budget templates, budget vs. actuals tracking, and semi-annual consulting; starts at $400/month.
• Complete Business Bookkeeping Premium bookkeeping plus full-service payroll with direct deposit, payroll tax payments, filings, and end-of-year processing; starts at $488/month based on expenses and employee count.
• Quarterly Business Bookkeeping Quarterly bookkeeping service for businesses needing less frequent assistance; starts at $240/quarter based on average monthly expenses under $100K.
• Essential Church Bookkeeping Professional bookkeeping for churches including donor tracking, monthly financial reports, CPA-performed bank reconciliations, check requests, and expense reimbursements; starts at $360/month.
• Premium Church Bookkeeping Essential church bookkeeping plus custom budget templates, enhanced financial reporting with budget vs. actuals tracking, and periodic budget check-ins; starts at $400/month.
• Complete Church Bookkeeping Premium church bookkeeping plus direct deposit payroll on preferred schedule, payroll tax payments, filings, and end-of-year processing; starts at $488/month.
• Quarterly Church Bookkeeping Quarterly bookkeeping service for churches needing less frequent assistance.
• Essential Non-Profit Bookkeeping Comprehensive bookkeeping for non-profits including monthly financial reports with metrics, bank reconciliations, and expense management.
• Premium Non-Profit Bookkeeping Essential non-profit bookkeeping plus custom budget templates and enhanced financial reporting with budget vs. actuals tracking.
• Complete Non-Profit Bookkeeping Premium non-profit bookkeeping plus full-service payroll with direct deposit, tax payments, filings, and end-of-year processing.
• Quarterly Non-Profit Bookkeeping Quarterly bookkeeping service for non-profits needing less frequent assistance.
• Essential Payroll Single-state employer payroll with free direct deposit, tax calculations/filings/payments, new hire reporting, and employee paycheck portal access.
• Premium Payroll Essential payroll plus multi-state employer payroll, annual insurance reporting, employment verifications, HSA contributions, local tax filings, and retirement contributions management.
• Financial Compilation Professional financial statement preparation including balance sheet, income statement, and cash flow in standard formats per accounting principles; $500 deposit credited against $3,750 final billing.
• Donor Statements Donor statement delivery service via giving platforms, with electronic sending and/or print and mail options for donor acknowledgment.

Quantifiable outcome

• 40% reduction in time spent on financial tasks for partnering churches
• +6 more outcomes

Named customers11 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature5 records

Partnerships

One partnership is on record.

• SubsplashminorGTM or Marketing PartnerCollaborative e-book partnership for 'The Church Guide to Surviving a Recession.' Finch provided financial expertise while Subsplash provided distribution reach to their church technology platform audience.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Pilot: Pilot is a venture-backed bookkeeping, accounting, and CFO services subscription for SMBs and startups. It is the closest direct competitor to Finch's subscription bookkeeping model with a tech-enabled service delivery layer.
• Botkeeper: Botkeeper combines automated bookkeeping software with human accountants to deliver subscription-based bookkeeping to SMBs. Comparable to Finch's human-team-plus-Finch-App delivery model, though with stronger AI/automation branding.
• KPMG Spark: KPMG Spark is KPMG's SMB-focused bookkeeping and accounting subscription that pairs a dedicated bookkeeper with software. Directly comparable to Finch in offering a tiered subscription with CPA oversight and monthly close.
• 1-800Accountant: 1-800Accountant provides virtual accounting, bookkeeping, payroll, and tax services to SMBs on subscription packages. Overlaps with Finch's bundled bookkeeping, payroll, and tax-adjacent compilation offerings for small businesses.
• Xendoo: Xendoo delivers subscription-based bookkeeping and financial insights to SMBs with a dedicated bookkeeper and proprietary dashboard. Similar positioning to Finch in tiered monthly packages for small businesses and entrepreneurs.
• Acuity Ledger: Acuity Ledger offers outsourced bookkeeping, controller, and fractional CFO services to SMBs on subscription. Comparable to Finch's CPA-led bookkeeping and analyst advisory model for growth-oriented small businesses.
• BooksTime: BooksTime provides outsourced bookkeeping and accounting services for SMBs on monthly plans with dedicated teams. Comparable to Finch in pricing tiers and full-service bookkeeping delivery to small businesses.

Broad incumbents

• QuickBooks Live: QuickBooks Live is Intuit's bundled bookkeeping service that pairs QuickBooks users with on-demand bookkeepers. It is a broad incumbent alternative to Finch for SMB customers and benefits from Intuit's massive distribution and AI roadmap.

Emerging players

• Relay Financial: Relay Financial is an SMB banking and money-management platform that integrates with bookkeeping tools. It is an emerging, software-led player that intersects with Finch's customer base of small businesses seeking financial management tools.
• Found: Found provides banking, bookkeeping, and tax tools tailored to self-employed individuals and very small businesses. While more self-serve than Finch, it targets a similar SMB financial management segment and represents an emerging tech-driven alternative.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/finchaccounting
• LinkedInlinkedin.com/company/finch-accounting

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Finch