Gelt proactively plans, optimizes, and files your taxes so you finish the year with more money in your pocket.
We've switched business CPAs (Accountants) a handful of times over the past decade in business, as our personal and business needs have evolved over time.
Having tried everyone from the expensive big accounting firms, all the way down to the small boutique family offices, there has always been something missing.
Think of Gelt as the experience of the small boutique family office, with the experience of the big accounting firms (with the price somewhere in-between the two).
Gelt is a modern accounting firm that leverages modern software to do your business and personal taxes better.
They have a robust personal dashboard (similar to that of Compound), so you can aggregate all of your business and personal finances (even angel investment tracking), all in one place.
Their strategic help has easily saved us $20k in taxes, just on the advice we were given the first year. No other accountant has their own modern tech, nor have they been this helpful in actually working with the unique needs of our complex financial situation.
Curious what software tech stack their team is actually using internally? Let us know what you'd like to know and we'll figure it out!
Curious what software tech stack their team is actually using internally? We've put together a list (and even tracked the software they used to use)!
There is currently no promo code for this app but we are close partners, so if you use the link above to visit the site and then let their team know that Efficient App sent you, you may just get a little something... extra 😉
There is currently no promo code for this app—we'll update it here if that changes in the future!