| Overview |
A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory. |
An action-focused CRM that turns every contact into an actionable lead with a unique next action methodology. |
| Pricing |
Subscription ($399-$899/month) |
Subscription ($9.95-$19.95/user/month) |
| Key Features |
- Dedicated bookkeeper
- Monthly financials
- Payroll
- Tax prep
- Advisory
- Dashboard
- App integration
- CFO services
|
- Next action sales
- Contact management
- Pipeline management
- Email integration
- Lead capture
- Sales targets
- Mobile app
- Integrations
|
| Pros |
- Dedicated bookkeeper
- Technology-powered
- Advisory included
- Good dashboard
|
- Unique action-focused approach
- Very affordable
- Simple to use
- Good mobile app
|
| Cons |
- Expensive
- US only
- Limited self-service
- Contract commitments
|
- Basic features
- Limited customization
- Small team
- Not for complex sales processes
|
