Can you track profitability by client or project?

The software organizes income and expenses so margin is far clearer than a raw bank feed; an advisory tier adds deeper project-level analysis.

Do you handle contractor (1099) payments?

A payroll/bookkeeping service tier keeps contractor payments and year-end 1099 preparation organized throughout the year.

For Agencies & consultancies

Project profitability, contractor payments and lumpy cash flow — handled, so you bill clients instead of chasing your own books.

Revenue looks healthy but margin by client or project is invisible, so you keep taking work that loses money.

Paying a rotating bench of contractors and getting 1099s right at year-end is a recurring time sink.

Project-based billing means feast-or-famine months; without a forecast it's hard to know what you can safely spend or pay yourself.

Categorized income and expenses give you a clearer read on where margin actually comes from across clients and projects.

A payroll/bookkeeping tier keeps contractor payments and year-end forms organized instead of a January scramble.

CFO-advisory adds a cash-flow view so you can plan owner pay and spending around uneven project billing.

Commonly connected here: Stripe · Plaid

The software organizes income and expenses so margin is far clearer than a raw bank feed; an advisory tier adds deeper project-level analysis.

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What slows agencies & consultancies down