Features
Cloud Bookkeeping
Billings to Clients
Quarterly Financial Statements
Tax Returns (Corporate, HST/GST)
Payroll
Summary management reporting
Dedicated account manager
Monthly Financial Statements
Tax Planning
Full periodical management reporting
Financial dashboard
Benchmarking
Accounts receivable monitoring
Expense monitoring and advice
The Lean Business Plan
1-year full financial forecast
Rolling cash flow and profit forecasts
Financial scenarios planning
KPI Tracking
3-year financial plan
Accountability programme – Your business coach
Prioritised strategic action plan
Supply of cloud accounting software