| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A smart and simple CRM that helps small businesses manage contacts, sales opportunities, and tasks efficiently. |
| Pricing |
Subscription ($299-$499/month) |
Freemium (Free-$54/user/month) |
| Key Features |
- Dedicated bookkeeper
- Monthly financial statements
- Tax-ready financials
- Catch-up bookkeeping
- Year-end tax package
- Dashboard
- Income and expense overview
- 1099 contractors
|
- Contact management
- Sales pipeline
- Task management
- Email integration
- Custom fields
- Sales analytics
- Project boards
- Data enrichment
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Clean and simple interface
- Affordable
- Good integrations
- Easy to learn
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Limited advanced features
- Basic reporting
- Free plan is very limited
- No built-in marketing tools
|
