| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
A CRM based on Franklin Covey productivity methodology that combines sales management with priority-driven task management. |
| Pricing |
Subscription ($299-$499/month) |
Subscription ($15-$45/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
|
- CRM
- Task management
- Calendar
- Contact management
- Pipeline management
- Franklin Covey methodology
- Mobile app
- Reporting
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Productivity methodology built in
- Good task management
- Affordable
- Calendar integration
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Dated interface
- Small user base
- Limited integrations
- Basic CRM features
|
