Advisory clients are billed on a per-business basis, separate from your bookkeeping seat pack. Understanding this billing model helps you manage costs and communicate pricing to clients.
Subscriptions & billing page
What You Can Do
- Advisory clients are NOT charged against your bookkeeping seat count.
- Each advisory client business is billed at a separate per-business advisory rate.
- You can view advisory billing details in the Subscriptions & billing section.
- Advisory billing is handled automatically — the charge appears on your monthly invoice.
- To see per-client advisory charges, review the billing history or invoice breakdown.
💡 Good to Know: Advisory clients who cancel their subscription or disconnect from your firm stop incurring advisory billing charges.
💡 Good to Know: Trialing advisory clients are not billed until their trial period ends.
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