Once you have navigated to the Setup area, you will be presented with Firm Financials.
On the right side of the page. The Firm Financials area is made for you to visualize your goals, your expenses and have our pricing database give you a good idea of what you should charge per package.
1. Go down the left side menu to Setup
2. Once you have selected Setup, you will want to select Pricing Customization.
3. Inside of Pricing Customization, you will see the Firm Financials tab at the top.