
I like that they provide high-level financial strategy that goes beyond standard bookkeeping. For a growing dental practice, their work on Cost Segregation and R&D credits was a huge win for our bottom line. They offer clear forecasting that helps us manage our overhead and payroll with much more confidence. Their team is very responsive and usually answers our technical questions the same day. Recensione raccolta e ospitata su G2.com.
The initial onboarding and data cleanup was a bit of a heavy lift and felt very manual at times. I also think their client portal could use a UI refresh to make it more user-friendly. They occasionally suggest extra automation tools that are a bit much for our current size, but they aren't pushy about it. Recensione raccolta e ospitata su G2.com.



