Client companion to PracticeHQ360
Your whole business. One clear view.
Manage sales, invoices, expenses, cash flow, and financial documents while staying connected with your accountant—all from one secure workspace.
Northline Studio — Overview (sample data)
Current cash balance
$48,250.40
Across 2 accounts
Revenue this month
$26,480.00
+12.4% vs June
Outstanding invoices
$14,320.00
6 invoices open
Upcoming bills
$5,890.00
4 due in 14 days
Cash flow
Last 6 months
- Money in
- Money out
Recent transactions
Payment received — Peakview Interiors
Aug 3
Money in:$5,200.00
Brightline Software subscription
Aug 2
Money out:$240.00
Payment received — Rivermark Dental
Aug 1
Money in:$2,400.00
Grove Street Supplies
Jul 30
Money out:$512.40
Why businesses use BusinessHQ360
Built for small businesses
Plain language and simple workflows, not accounting jargon.
Secure client workspaces
Each business gets its own isolated workspace.
Accountant-connected
Share what you choose with the firm that supports you.
Clear financial visibility
Know your cash position without rebuilding a spreadsheet.
The problem
Your numbers shouldn't live in five different places
Most small businesses track finances across a spreadsheet, an email thread, a payment tool, and a folder of receipt photos. Nothing lines up, and the real picture only appears weeks later.
BusinessHQ360 brings that activity into one organized place, so you can see where the business stands today and hand your accountant clean records instead of a shoebox.
Stay on top of cash flow
See money in, money out, and what is coming next, so you can plan spending with confidence instead of guessing.
Get paid faster
Turn estimates into invoices, track what is outstanding, and follow up before an unpaid invoice becomes a cash problem.
Work smoothly with your accountant
Keep receipts, documents, and records in one place so requests from your accountant take minutes, not weekends.
Features
Everything you need to run the money side
Each part of BusinessHQ360 works with the others, so one entry updates your dashboard, your reports, and what your accountant sees.
Financial dashboard
One overview of cash, revenue, invoices, and upcoming bills.
Customers and sales
Keep customer records and sales activity in one organized list.
Estimates and invoicing
Send estimates, convert them to invoices, and track their status.
Payments and expenses
Record what you receive and what you spend as it happens.
Cash-flow tracking
Follow inflows and outflows over time with a clear running balance.
Receipt and document storage
Upload receipts and financial documents where you can find them again.
Financial reports
Generate straightforward reports on revenue, expenses, and margins.
Accountant collaboration
Respond to document requests and guidance from your accounting firm.
Team roles and permissions
Invite your team and control what each person can see and do.
How it works
Three steps to a clearer business
You run your business in BusinessHQ360. Your accounting firm runs its practice in PracticeHQ360. The two connect where it helps you both.
- 01
Set up your business
Create your workspace, add your business details, and bring in your customers, products, and services.
- 02
Manage daily financial activity
Send invoices, log expenses, upload receipts, and record payments as your week happens.
- 03
Collaborate with your accountant
Your accounting firm works in PracticeHQ360 and can review the information you permit, request documents, and share guidance.
For accountants and their clients
Your business and your accountant, finally in sync.
You handle everyday business activity in BusinessHQ360 — invoices, expenses, receipts, and payments. Your accounting firm works in PracticeHQ360, where it can review the information you permit, request the documents it still needs, and share guidance back to you.
Nothing is shared automatically beyond the access you grant, and you can see what has been requested and provided.
BusinessHQ360 is software for organizing your business information. It does not replace regulated accounting, tax, or legal advice from your professional adviser.
BusinessHQ360
The business owner
PracticeHQ360
The accounting firm
- Permitted financial recordsPermission-based
- Requested documents and receiptsPermission-based
- Guidance and follow-upsPermission-based
Security principles
Built around keeping your financial information private
These are the product principles guiding how BusinessHQ360 is designed and built. They describe our approach and planned capabilities, not third-party certifications.
Isolated workspace per business
Every business's records are scoped to that business, never pooled together.
Role-based access
Owners, admins, and team members each get only the access their role needs.
Controlled accountant permissions
You decide what your accounting firm can view or request.
Protection of financial information
Sensitive financial data is handled as a first-class design constraint.
Transparent activity history
Meaningful actions are recorded so changes can be reviewed later.
Pricing
Simple plans as your business grows
Plan names and what's included are set. Final pricing is still being confirmed, so prices are shown as coming soon.
Starter
For a solo owner getting organized for the first time.
Coming soon
Contact Us- One business workspace
- Invoices and estimates
- Expense and receipt capture
- Core financial dashboard
- Recommended
Growth
For growing businesses working with an accountant.
Coming soon
Contact Us- Everything in Starter
- Accountant collaboration
- Cash-flow tracking
- Team roles and permissions
- Document requests and storage
Professional
For established businesses with a larger team.
Coming soon
Talk to Us- Everything in Growth
- Advanced financial reports
- Extended document history
- Priority support
Take control of your business finances.
Set up your workspace, invite your team, and connect your accountant when you're ready.