| Overview |
A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory. |
A CRM and marketing automation tool now known as BenchmarkONE that helps small businesses nurture leads through automated campaigns. |
| Pricing |
Subscription ($399-$899/month) |
Subscription ($79-$199/month) |
| Key Features |
- Dedicated bookkeeper
- Monthly financials
- Payroll
- Tax prep
- Advisory
- Dashboard
- App integration
- CFO services
|
- CRM
- Email marketing
- Marketing automation
- Landing pages
- Lead scoring
- Reporting
- Tags
- Task management
|
| Pros |
- Dedicated bookkeeper
- Technology-powered
- Advisory included
- Good dashboard
|
- Combined CRM and marketing
- Good for small businesses
- Easy automation
- Affordable
|
| Cons |
- Expensive
- US only
- Limited self-service
- Contract commitments
|
- Rebranded as BenchmarkONE
- Limited advanced features
- Smaller user base
- Basic CRM
|
