| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A simple mobile-first lead management CRM that helps small businesses capture, track, and convert leads efficiently. |
| Pricing |
Subscription ($299-$499/month) |
Freemium (Free-$12/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
|
- Lead capture
- Contact management
- Follow-up reminders
- Team management
- Call logging
- WhatsApp sharing
- Reports
- Cloud sync
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Very affordable
- Simple to use
- Mobile-first
- Good for lead tracking
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Very basic CRM
- Limited advanced features
- Minimal integrations
- Not for complex sales
|
