Accountants
"My Business Manager is the perfect consulting system for Accountants. It provides the framework and process for regular management reporting and business improvement without the need to re-invent it for each Client."
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.
These high-value services can include:
Help them with their cashflow management and financial strategy
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 12-24 month business improvement process with monthly / quarterly reviews
Providing regular business mentoring on key issues
My Business Manager provides simple-to-use, affordable Financial Management. You access
your client's 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 client's businesses.
Work Flow