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Counselors & Therapists

Take the angst out of financial business management

  • Keep patient payments organized easily.
  • Deposits recorded by patient.
  • Know exactly where you stand each month.
  • Stop dreading April 15th! Your books will be ready for your accountant.

Financial Advisors

Spend your time on your clients - we'll take care of your accounts

  • Get a solid accounting structure you can use to evaluate your business
  • Consistent, correct categorization of income and expenses
  • Easy year-end process to get ready for your accountant

Real Estate Professionals

Income peaks and valleys don't have to affect your lifestyle

  • Track business expenses accurately and immediately
  • Use budgeting to eliminate surprises
  • Financial reporting will help you target profitable business