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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
Gold
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Free
Silver
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Free
Bronze
Limited
Free
To help small business owners who are working too hard and not making enough money by helping them to improve their business efficiency without worrying about day-to-day financials of their business.