Looking around for a replacement I was excited to find GreenBooks. I have been a YNAB user for years but became disenchanted by the increasing costs. You can even create parallel budgets, one for the year and one for the current month, to have both a long- and short-term view.ĭirect Connect lets you connect your accounts directly to your bank accounts, so new transactions stream in automatically and are automatically reconciled with your pending transactions. GreenBooks lets you create a budget that accounts for all of your spending and income categories, so you know how much you are saving at the end of a budget period. The Trends chart gives you the answer you are looking for.
For example, see if your overall account balance is going up or down, compare your overall incomes to expenses, or compare your groceries to dining expenses.
Quickly gauge your financial performance over time. You can easily toggle between different periods, and drill into a category to see more detailed breakdowns. In GreenBooks, you can see a breakdown of your expenses and incomes by categories. With one click, see where your money is going. It's simply the most pleasant user interface for keeping track of your accounts. We made everyday tasks like entering transactions super fast, so doing it everyday is not a chore. Afterall, companies such as yours are exceedingly looking to leverage their accountants into more than just number crunchers.As a financial tracker, GreenBooks lets you easily keep track of all your accounts without hassle or distraction. Often a seemingly innocent engagement such as an accounting cleanup can end-up developing into a long-term financial partnership. If you haven’t gotten a chance, take a look around some of Services pages. A major differentiator about our firm is that many of our accounting experts are also experts at business intelligence and seek to provide additional value through analytics on almost every engagement. Whether it be a tax, accounting or advisory engagement, our ultimate goal is to empower our clients to make the best possible decisions for their organizations. Our industry knowledge helps greatly with ensuring that you are getting not only the best quality of service, but also the best bargain. We believe this provides the most transparency between both the firm and customer as each side of the deal understands their commitment up front. Why, then, would they be interested in how long it took us to do something? It is for this reason that we do everything in our power to avoid billable hour engagements and instead rely on mostly fixed pricing. Pricing services by billable hour never made much sense to us - we bring maximum value to our clients through our financial expertise. As your CPA firm, the last thing we want to do is add to that uncertainty. The cannabis industry is filled with uncertainty. Ultimately, our goal is to be a true financial partner with every single one of our clients, and growing our organizations together. As your problems do get larger (and they will), we are here every step of the way including complex tax planning, internal audits, and acquisitions. For smaller companies, we tend to start with more simple services such as basic tax compliance or bookkeeping services. As your financial problem solvers, we want to be a part of this journey with you. As your organization grows, your problems grow and indeed become increasingly more complex. Regulatory nightmares aside, the first and principal issue each cannabis business must tackle is scalability. As a CPA firm focusing exclusively on the cannabis industry, Greenbooks understands that you are not an ordinary business.
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