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Postboard Services

We run the busywork. You run your business.

Postboard Services are productized add-ons. Flat monthly or per-filing fees. No commission on your work — ever.

The product replaces eight tools. The Services replace the boring work in between.

Stage 3 of the roadmap — all five services are in build. Sign up below to be a launch partner.

Postboard Books

Coming soon

$99 / month

AI bookkeeping with a CPA in your corner.

Postboard categorizes every transaction from your Stripe, reconciles them against invoices, and produces a clean P&L. A CPA reviews quarterly and signs off before tax time. You stop doing books; you stop missing deductions.

  • Auto-categorized expenses from Stripe + bank feeds
  • Quarterly P&L + cash-flow statements
  • Tax set-aside dialed to your projected federal + state
  • CPA review every quarter — your real human signs off
Read more about Postboard Books

Postboard Filings

Coming soon

$199–$499 / filing

Quarterly + annual tax filings, handled.

Schedule C, 1099s, quarterly estimated payments, state filings. We prepare, you review, we file. No surprise letters from the IRS. No scrambling in April.

  • Quarterly estimated tax filings
  • Year-end Schedule C + Schedule SE
  • State + local filings where applicable
  • 1099-NEC for any contractors you paid
Read more about Postboard Filings

Postboard Outreach

Coming soon

$299 / month

AI-run client acquisition, you approve before send.

Postboard finds prospects matching your past clients' profile, drafts personalized outreach, and queues every email for your one-click approval. Nothing goes out without you saying yes. You stay in control; Postboard does the labor.

  • Prospect research based on your past client profile
  • Personalized cold outreach drafts (you approve every send)
  • Follow-up sequences with reply detection
  • CRM-grade tracking on every conversation
Read more about Postboard Outreach

Postboard Capital

Coming soon

Interest on borrowed funds — no commission

Same-day cash on signed contracts.

When a client signs a contract worth $10K and pays in 30 days, you wait 30 days for the cash. Postboard Capital advances funds same-day at a flat interest rate. Pay it back when your client pays. No factor fees, no commission on your earnings.

  • Advances against signed contracts + verified Track Record
  • Flat interest — no commission on what you earn
  • Paid back from invoice settlement, not your bank
  • Stage 4 roadmap — not available yet

Postboard Insurance

Coming soon

Flat monthly premium

Professional liability + health, for independents.

Group-rate professional liability insurance + health coverage options designed for independent professionals. Underwritten by partners, priced based on your Track Record. The discount comes from the verified income proof — no commission on your work.

  • Professional liability — coverage you can show clients
  • Group health plan access via Postboard partnership
  • Premiums informed by Track Record income proof
  • Stage 5 roadmap — partnership negotiations underway

Flat fees. No commission. Ever.

We make money when you choose a Service that saves you time. Not when you earn a dollar. Your work belongs to you — every Service we offer follows that rule.

Start with Postboard

Free forever. Services available as flat-fee add-ons.