Accountants & Advisors
Build your small clients into sustainable businesses.
- Help them with their cashflow management and financial strategy
- Show them how to build strong, sustainable businesses
- Tailor your services to their stage in business
- Help them become profitable, long term clients.
Many small businesses don't have time to map out financial strategy, let alone follow it.
With My Business Manager, instead of focusing on numbers and routine compliance,
you can:
- Target your services to building clients' businesses
- Show clients what the numbers mean and what action is required
- Make more impact on their businesses-and more profit for you.
My Business Manager is the perfect consulting system for Professionals. It provides the framework and process for regular management reporting and business improvement without the need to re-invent it for each Client.
These high-value services can include;
- Dashboards and reports to help them manage their own businesses
- Explaining MBM reports, what they mean and what they need to watch
- Hosting regular board meetings to review results and address highlighted issues
- Providing regular oversight with an Executive Overview service
- Providing a management review service with recommendations to address issues
- Providing business consolidations to show how combined entities are performing
- Helping with preparation of budgets based on past performance or future targets
- Helping to create a Business Plan which can be understood by all stake-holders
- Implementing a 12-month business improvement process with monthly / quarterly reviews
- Providing regular business mentoring on key issues
My Business Manager is simple-to-use, affordable Business Intelligence and Financial Management. Your clients email their data, you prepare their reports, add your comments and email back - with speed and clarity:
- Dashboards-customisable by client, one for each manager
- Executive Summary-quick overview for accountant or bank manager
- Performance against Budget - see the key issues
- Trends - in Revenue, Costs, Profits and Margins
- Comparisons with other periods - MTD, QTD, YTD
- Cashflow Statements - see where funds are used
- Key Performance Indicators (KPIs) - see at a glance
- Forecasts - do plans quickly.
With My Business Manager you can analyze the past, manage the present, anticipate the future and devise the right strategy to build your small client's businesses.
Take a quick TOUR