| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
An action-focused CRM that turns every contact into an actionable lead with a unique next action methodology. |
| Pricing |
Subscription ($299-$499/month) |
Subscription ($9.95-$19.95/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
|
- Next action sales
- Contact management
- Pipeline management
- Email integration
- Lead capture
- Sales targets
- Mobile app
- Integrations
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Unique action-focused approach
- Very affordable
- Simple to use
- Good mobile app
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Basic features
- Limited customization
- Small team
- Not for complex sales processes
|
