The end of the
billable hour.
Done-for-you, for the price of do-it-yourself.
When you are afraid to call your accountant because the clock is ticking, you leave capital on the table. Uncaptured business deductions. Unpaid spousal labor. Retained earnings exposed to the highest marginal tax bracket.
Nimble & Cross ends the friction. Because our human experts are powered by an autonomous agentic engine, we deliver proactive, elite execution for the exact same cost as piecing it together yourself. Stop paying for time. Start capturing your upside.
SYSTEM ACCESS LEVELS // PLANS
Most accounting looks backward. We look for where you grow next.
Clean books and timely tax filings are just the baseline. When your numbers are updated every single day, your accounting stops being an annual chore and becomes an active growth engine. We spot missed revenue lines, structure new business entities to capture commercial opportunities, and turn operating surplus into permanent wealth.
We sync directly with the software you already run, from Jane App and Cliniko to Procore and Buildertrend to cloud and model spend on AWS, GCP, and Anthropic. No new tools to learn, no data migration required first.
Not ready for an ongoing plan? These two run once, at a flat fee, with the same licensed oversight behind everything else on this page.
A one-time engagement to stand up your entity correctly from the start, in the US, in Canada, or across both.
A one-time engagement to prepare and file your corporate return, so every deduction and credit you qualify for gets claimed.
[ UNCHARTED TERRITORY ]
Don’t see a plan that fits? Tell us what’s broken.
Not every business fits neatly into a pricing tier. Maybe you are three years behind on your taxes with unfiled returns. Maybe you have a complex cross-border partnership, or you need to urgently restructure before a liquidity event or a shareholder buyout. We aren’t a standard company, and we don’t force you into a box. Write to us. A partner reads every email directly and gives you a straight assessment of what it takes to fix it. If we can’t build the solution, we’ll tell you exactly who can.
THE FULL SYSTEM // FEATURES
Every department. Every plan. No upgrade required.
We do not gate legal, banking, or wealth planning behind a higher tier. The moment you need a contract drafted, a tax structure reviewed, or a credit line opened, our agents handle it, with a licensed lawyer or CPA already signed off on the process.
Your plan scales with how many entities you maintain, not with which of these departments you are allowed to use.
In practice, most clients end up using every department. A tax filing turns up a restructuring opportunity. Buying equipment opens a leasing and holding-company question. Hiring a crew or a technical team forces an immediate payroll and contractor-compliance question. That’s why the five departments run as one system, not five separate invoices.
[ See Inside The Firm ]Before you initialize.
01.Is the flat rate really flat?[ + ][ − ]
Yes. One infrastructure cost per month, not per call, per filing, or per question. The rate is scoped to your entity structure at signup and reviewed only if that structure changes materially.
02.What is not included?[ + ][ − ]
Litigation, M&A counsel, and one-off specialist work outside the standard scope are quoted separately, in writing, before any work starts. Everything on the capability grid above is covered by the flat rate.
03.What happens as I outgrow my current tier?[ + ][ − ]
You move up the day you need to. Corporate filings, payroll, cross-entity consolidation, and cap table management switch on as your structure grows. No re-onboarding, no new vendor, no history lost.
04.How do we migrate from our current firm?[ + ][ − ]
We connect directly to your bank feeds and to QuickBooks or Xero, often the same day. There is no migration to complete before we start: send us what you have, whether that is your last firm’s filings or just your recent bank statements, and our agents reconstruct and reconcile your books from there, as far back as you need.
05.What if I get audited?[ + ][ − ]
Audit defense is included, not billed as an incident. The agents that filed the return produced the working papers behind it, and our Head of Finance represents the filing directly. You do not hire outside counsel for this. It is already part of the system.
06.Is Nimble & Cross actually a law firm and an accounting firm, or just software?[ + ][ − ]
Both, and neither in the traditional sense. Nimble & Cross employs licensed lawyers and CPAs who design and sign off on every structure. What is different is what happens after that sign-off: agents handle the filings, reconciliations, and renewals that a traditional firm would staff with junior associates and bill by the hour.
07.Who is actually accountable if something goes wrong?[ + ][ − ]
Our Head of Legal and Head of Finance are. Every structure the agents deploy carries their sign-off, not a support queue you get routed through. If a mechanical error occurs, we correct it at our cost. For a judgment call made by our in-house professionals, the liability sits with our firm and our professional liability coverage, not with you.
08.How is this different from hiring a fractional COO or CFO?[ + ][ − ]
A fractional hire gives you one person’s attention, split across other clients, on business hours. Nimble & Cross gives you a licensed legal lead and finance lead who design your structure, backed by agents that execute continuously, at a flat cost that does not climb every time you need something done.
09.We are not a venture-backed startup. Does this still apply to us?[ + ][ − ]
Yes. Whether you are running a bootstrapped agency, a solo creator business, or a multi-entity group with operations in several countries, the same admin debt applies: filings, reconciliations, and renewals that pile up regardless of how you are funded. The structures we design flex to what you actually run, not to a single company shape.
10.How quickly can we actually get set up?[ + ][ − ]
Most clients are onboarded and have their first entity or account live within days, not the weeks a traditional engagement takes to get through intake and conflict checks. The agents start filing and monitoring the moment your structure is signed off, and keep running without you having to schedule a follow-up call.
11.What happens to our data and entity information if we ever leave?[ + ][ − ]
It is yours. You can export your full filing history, financial records, and entity documents at any time. Nothing about switching away from Nimble & Cross locks your own records behind our system.
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