Startegy for accountants and bookkeepers

Manage and track all your clients' companies in one place.

Why accountants and bookkeepers love Startegy

Easy setup

Startegy has been carefully designed to enable businesses to have real-time understanding of their financial situation without the setup or maintenance of other software. No client training required.

Save your clients hours of time

63% of business owners work more than 50 hours per week, much more than they think they should. Startegy will save them hours of time, and they'll have you to thank.

Proven solution

Used and vetted by hundreds of businesses, CPAs, and Pro-Advisors, the Startegy solution has been proven to provide excellent results to clients.

Manage all your clients

Startegy is a QuickBooks Accountant ready software. Connect all your clients' companies and see their data in one place. Add as many users as you want to each company.

Client security

We sync your QuickBooks Online and Desktop files using 256-bit encryption to gather your financial data automatically and securely. See our security page for more info.


Whether you manage one client or hundreds, we have the plan for you.

Per Company
Billed monthly
Unlimited users
Customizable dashboard
Live chat support
No contract
Start 14-day trial
10 Companies
Per Company
Billed monthly
Purchase increments of 10
All features of single
Best value
No contract
Start 14-day trial
White Label
Per Company
Billed monthly
Minimum of 20 companies
Personalized logo
12 month contract
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