| Overview |
A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory. |
A CRM based on Franklin Covey productivity methodology that combines sales management with priority-driven task management. |
| Pricing |
Subscription ($399-$899/month) |
Subscription ($15-$45/user/month) |
| Key Features |
- Dedicated bookkeeper
- Monthly financials
- Payroll
- Tax prep
- Advisory
- Dashboard
- App integration
- CFO services
|
- CRM
- Task management
- Calendar
- Contact management
- Pipeline management
- Franklin Covey methodology
- Mobile app
- Reporting
|
| Pros |
- Dedicated bookkeeper
- Technology-powered
- Advisory included
- Good dashboard
|
- Productivity methodology built in
- Good task management
- Affordable
- Calendar integration
|
| Cons |
- Expensive
- US only
- Limited self-service
- Contract commitments
|
- Dated interface
- Small user base
- Limited integrations
- Basic CRM features
|
