Accountant BusinessExtrasCustom Reports and Development

Client Watch is a Dashboard, listing all of your clients whether they use web-based accounting solutions, hosted applications or local software on a server or workstation.

Up-to-date KPI data is automatically extracted directly from your Clients’ MYOB, Quickbooks, Xero or Sage 50 data files (other applications upon request).

  • Updated and refreshed every night – always up to date.
  • Displays real-time “Your Business” report as a pdf. Email a branded version directly to your Clients via our scheduler.
  • Provides detailed performance reports for last three months Client results
  • Direct access to your Clients’ live Quickbooks, MYOB, or Xero files.

A two-page management summary for every business client.

  • Updated and refreshed every night – always up to date.
  • Extracted directly from Clients’ MYOB, Quickbooks or Xero data files.
  • As it is generated, it inserts your logo and contact details.
  • Displays twelve critical business items;
    • Month-to-date / Month Trading Summary - Actual vs Budget or Last year
    • Graph of Cumulative Profit – Actual / Budget / Last Year
    • YTD Trading Summary - Actual vs Budget or Last year
    • Graph of Cumulative Revenue – Actual / Budget / Last Year
    • Accounts Receivables – aged by period and Receivable Days KPI
    • Accounts Payables – aged by period and Payable Days KPI
    • Top 10 Products and Services with contribution to revenue
    • Top 10 Customers with contribution to revenue. (includes overdue indicator)
    • Balance Sheet Summary – This Year / Last Year
    • Cash Position and Critical Ratios
    • Top 10 Clients Owing money
    • Top 10 Suppliers Owed money
  • A great way of keeping in contact with your Clients while providing a Business Advisory service!

MBM Pro

Starting
US$ 50.00 (per month)
for single user/single business

For Professionals and business advisors including accountants, business coaches and bookkeepers.

  • A complete business management suite
    • Automated data import
    • Automated mapping
    • Dashboards in less than one minute
    • A wide range of graphical management reports – actual to budget and actual to actual (growth).
      Month, Quarter and Year-to-Date
    • Budgets and Forecasting – Top down and bottom-up
    • Projections to year end
    • Cashflow
    • Financial KPIs
    • Consolidations
  • Run the program on behalf of your clients as an added-value service
  • Customize reports with your logo and contact details
  • Encourages high-value business advisory services
  • The Professional User license requires Client licenses to be productive.
  • Each Client license includes one business.
  • Consolidations are no charge because they are between licensed businesses.
  • For each business, you also have the ability to process Classes, Categories, Jobs and Job Groups.
  • For Clients that have more than one business, we provide “Additional Business” licenses.
  • Once multiple businesses have been licensed, MBM provides Consolidations in any combination.
  • The Professional User license provides for two Users.
  • For those that require more Users, for say Home, Laptop or additional staff use, we provide “Additional User” licenses.

KPI (Key Performance Indicators)

 Starting
US$ 40.00 (per month)
for single user/single business

The web-based KPI solution provides the collection, management and reporting of performance data.

This data is not provided by accounting solutions yet, it is said that 70%+ of all management effort is managing the non-financial issues within a business.

Identify the KPIs that drive your business and allocate them to those that are responsible for these activities.

Consider tying these KPIs to bonuses and rewards and this will align everyone's focus on achieving the business' objectives.

  • User-defined KPIs
  • As many as you need (we suggest a maximum of 5 for any one person)
  • Daily, Weekly or Monthly
  • A wide range of management reports including actual results, actual to budget and actual to average.

One day of consulting and ongoing support.

  • We install My Business Manager on your server or desktop
  • We explain how to use it profitably for your customer base
  • We create up to 10 Clients and Businesses
  • We produce up to 10 Business Snapshots, Dashboards and Reports.

By the end of this service, you will have an orientation and be productive.

1-hour, web-based orientation session

US$ 99.00
  • We provide a product orientation and we take you through the installation process.
  • From that point on, you may ask as many questions as you like via our ticketing system.

Turn-key Installation and Training

 US$ 995.00
  • One day of consulting and ongoing support.
    • We install My Business Manager on your server or desktop
    • We explain how to use it profitably for your customer base
    • We create up to 10 Clients and Businesses
    • We produce up to 10 Business Snapshots, Dashboards and Reports.
  • By the end of this service, you will have an orientation and be productive.

Ad-hoc Consulting (per day, minimum billing half day)

US$ 995.00

One day of consulting and ongoing support.

  • We install My Business Manager on your server or desktop
  • We explain how to use it profitably for your customer base
  • We create up to 10 Clients and Businesses
  • We produce up to 10 Business Snapshots, Dashboards and Reports.

By the end of this service, you will have an orientation and be productive.

My Business Manager Accountant Licenses

Minimum 12 month subscription
Single Business Pack - 1 x business and 1 x User, monthly license   US$ 50.00
Five Pack - 5 x businesses and 1 x User (per month)  US$ 149.00
Ten Pack - 10 x businesses and 2 x Users (per month)  US$ 249.00
Small Practice Pack - 50 x businesses and 5 x Users (per month)  US$ 999.00
Medium Practice Pack - 100 x businesses and 10 x Users (per month)  US$ 1,499.00

MBM Professional Client Licenses

All subscriptions are yearly
Single Client License
Includes 1 x client license - Paid Monthly US$ 50.00/mo.
Includes 1 x client license - Paid Yearly US$ 550.00/yr Save( US$ 50.00 )
Bundle Option 1
Includes 10 x client licenses - Paid Monthly - US$ 0.00/mo.
Includes 10 x client licenses - Paid Yearly - US$ 0.00/yr Save( US$ 0.00 )
Bundle Option 2
Includes 50 x client licenses - Paid Monthly US$ 0.00/mo.
Includes 50 x client licenses - Paid Yearly US$ 0.00/yr Save( US$ 0.00 )

My Business Manager


Additional Businesses
All subscriptions are yearly
Extra Business - Paid Monthly US$ 40.00 per business
Extra Business - Paid Yearly US$ 440.00 per business (Save US$ 40.00)

My Business Manager



Additional Users
Laptop / Home license / Extra user - US$ 20.00 Paid Monthly / license
Laptop / Home license / Extra user - US$ 220.00 Paid Yearly / license - ( Save US$ 20.00)

Non-Financial Key Performance Indicators

Minimum 12 month subscription
Single License
Single license - Paid Monthly - US$ 40.00
Single license - Paid Yearly - US$ 440.00 (Save US$ 40.00 )
Non-Financial KPIs - Five Business Pack - monthly license  US$ 129.00
Non-Financial KPIs - Ten Business Pack - monthly license  US$ 229.00
10 x licenses - Paid Yearly - US$ 0.00 (Save US$ 2,748.00 )
Non-Financial KPIs - Small Practice 50 Business Pack - monthly license  US$ 959.00
50 x licenses - Paid Yearly - US$ 1,399.00 (Save US$ 10,109.00 )
Non-Financial KPIs - Medium Practice 100 Business Pack - monthly license  US$ 1,399.00

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