Client CRM
6 clients · 4 active
MG
Gonzalez Cleaning Co.
Maria Gonzalez
Health Score92
BookkeepingPayroll
1 follow-up
$350/moJR
Rivera Auto Repair
James Rivera
Health Score85
BookkeepingTax PrepFin. Statements
1 follow-up
$425/moSM
Morales Boutique LLC
Sofia Morales
Health Score55
LLC FormationBookkeeping
1 follow-up1 doc
$300/moCM
Mendez Landscaping
Carlos Mendez
Health Score42
BookkeepingPayrollTax Prep
1 follow-up1 doc
$280/moAT
Torres Tax Solutions
Ana Torres
Health Score78
Tax PrepNotary
Last: Apr 25, 2026
$200/moRC
Castillo Construction
Roberto Castillo
Health Score96
BookkeepingPayrollFin. Statements+1
1 follow-up
$650/mo