| Overview |
A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory. |
A popular free CRM with powerful marketing, sales, and service hubs that scale as your business grows. |
| Pricing |
Subscription ($399-$899/month) |
Freemium (Free-$1200/month) |
| Key Features |
- Dedicated bookkeeper
- Monthly financials
- Payroll
- Tax prep
- Advisory
- Dashboard
- App integration
- CFO services
|
- Contact management
- Email tracking
- Deal pipelines
- Meeting scheduler
- Live chat
- Marketing automation
- Reporting dashboards
- Document tracking
|
| Pros |
- Dedicated bookkeeper
- Technology-powered
- Advisory included
- Good dashboard
|
- Generous free tier
- Intuitive user interface
- Excellent marketing integration
- Great onboarding resources
|
| Cons |
- Expensive
- US only
- Limited self-service
- Contract commitments
|
- Expensive premium tiers
- Limited customization on free plan
- Contacts can only have one owner
- Reporting limited on lower tiers
|
