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If you are seeking to introduce, or improve your Business Advisory Services,

Business Manager eze makes it easy!

Every one of your business clients will benefit from regular business reports and your commentary.

What is Business Manager eze and how does it work?

Business Manager eze is a business management, monitoring and reporting solution that syncs with a range of popular accounting systems.

It provides an easy way for Accountants, Business Consultants and advanced Bookkeepers to provide automated periodic reporting, with space for your commentary. The  reports contain your logo and contact details and are sent to your Clients’ ezecomply portal (see “Portals”) or emailed directly to your Clients.

This is the beginning of true Business Advisory Services using the Business Manager eze Dashboards and Reports as a foundation for your additional business advice services.

By adding your commentary to the Business Manager eze reports, your Clients can make better decisions and solve issues as they arise before they become a serious problem.

Try Business Manager eze with your own business data and you will see why we are so passionate about helping you to succeed.

Benefits

Increased Revenue

Increased Business Advisory Services

Increased value to Client

Increase in Client Retention

Increase in new, high-value Clients

We Link and sync with

Online, Desktop & Hosted – We have them all covered.

Quickbooks

Online | Desktop |
Enterprise

Xero

Online

SAGE

Business Cloud

Reckon

Online | Desktop

myob

 Classic (Desktop)

Accountants, Business Consultants,
advanced Bookkeepers, Business Groups and Franchises

The perfect foundation for Business Improvement and Business Advisory Services to your business clients.

A new, automated service that your Clients will truly see as a “Value Add”.

Our Business Manager eze is as simple as it gets.

Set up the automated periodic Dashboards and Management Reports, add your comments

and then post them to your Client’s ezecomply portal.

Depending upon your Client’s profile and needs, invite them in monthly or quarterly to discuss the results and set goals.

Testimonials

“I love the platform and I love what Business Manager eze has done for our practice.

HDAGroupDental.com

Morgan K. Hamon CPA, MPAccPresident

Business Manager eze is exactly what I was looking for! I love the dashboards and reports delivered to my Inbox. So simple!

Steve FairbairnBusiness Consultant

“Being able to access all the information you need whenever you need it can make a profound difference to the way you manage your business.”

Gavin ThieleChartered Accountant

Frequently asked questions

Accounting software is for invoicing, payroll, records and taxation compliance purposes.
Business Manager eze is for Financial Reporting and Business Monitoring to highlight results and show where the performance is not on track. That way, you and your Clients can focus on the areas that will grow their business and increase their cashflow.

Business Manager eze is the only financial reporting and dashboard performance tool you will ever need for your Clients. It helps to keep your Clients’ businesses on track while saving you countless hours compiling all the data from accounting software.

Business Manager eze syncs with most major accounting solutions, re-maps the data and then in minutes, produces a set of Management Reports containing all of the critical information an owner needs in order to run a successful business.

Business Manager eze is suitable for all types of businesses and all phases of a business.
It is very easy to install and we provide many wizards to help you set up and personalize MBM to your needs.
With the first license acquired by any Accounting Firm, we include a mandatory “Train-the-Trainer” lesson to help with Implementation and setting up your first Client. This results in the first set of reports for your first Client and you will be able to continue with other Clients.

Financial Management software is usually quite expensive to develop and to purchase. To make the price more easily affordable to Accountants and their Clients we introduced a subscription license fee. While-ever your license is current, you can access automatic downloads, updated documentation, business plans, business forms, submit new ideas and access our web-based customer resources.

We bill you for a 12-month subscription at the time of purchase. To cancel further charges, just send us an email to let us know. Your credit card will not be charged again at the end of your existing subscription.

In the case of a Client cancelling or leaving your firm, you can use the license for another Client. Just send us an email advising which Client and Business and we will delete all history and advise you that the license is usable again.

This is a Cloud Software-As-A-Service so it is always up to date.
As Accounting solution providers release new versions, we are kept up to date with advanced “developer notice” to ensure that we are always in sync.

Users are staff members who can log into Business Manager eze and perform any function and create reports. Our subscriptions are based upon Client Business ledgers, not Users so we include an unlimited number of users in each license.

A “Client” is the owner of one or more Businesses.
We had to keep this concept as many Clients now have multiple businesses so rather than entering multiple versions of the Client details, we stayed with the Client > Business structure.
An Accounting Firm will always deal at Client level but the Client may own multiple business entities plus Consolidations.

A Business is an entity, relating to a single file from Quicksbooks, Xero, Sage, Reckon or MYOB.

Each Client must have a unique Client name and each Business must have a unique Business name.
A Client and Business may have the same name.
If a Client has 2 businesses, they usually have different names but if they are branches or divisions they differentiate by adding location or a functional suffix. AMI Leeds, AMI Engineering etc.

“Groups” are like sub-totals. In some accounting systems, they have “Headers” which divide accounts into logical “Groups”.
Rather than seeing “Total Revenue” and then going directly to individual accounts, it may split revenue into “Major Product Groups” so you can see at a higher level, where problems are or how performance is. In Expenses, it is normal to split Total Expenses into “Salaries and Wages”, “Occupancy Costs”, “Sales and Marketing Costs” etc.
We have added the functionality to add these Groups even if they weren’t in the Accounting system so, when reporting, you can report at Summary (Totals only) / Group (Groups within Totals) / Account (Accounts < Groups).

Yes, “Set Currency” is now at Business level so an Accountant can have Clients using different currencies.
There is no Consolidation between different currencies If you require this feature, please contact us. We can either add a fixed foreign currency parameter or use the current conversion rate from the web.

The opening and closing stock are accounted for in inventory. COGS is effectively the net of Closing stock minus Opening stock plus purchases.

There are no rules in relation to this issue. Each accountant handles this differently. We therefore leave it up to each accountant or accounting practice to determine where they wish to see this entry.

Again this is a personal choice for the Accounting Practice. Some people will net this off against interest expense.

This is a personal choice for the Accounting Practice. Some people net this off against sales whilst others will put this against other expenses.

The GST and PAYG has no net effect on the business cash flow. In circumstances where the taxes are collected in a different month to which they are paid, you will see an increase in “Bank”. This will continue until the month of payment when you will see the “Bank” balance reduce and the category that you use for these taxes (usually “Other taxes”) increase.

No. We haven’t provided for “customised columns” or the ability to write your own reports. Many people start out asking for this and then get into a position of having to pay someone to develop “special reports”.

We have second-guessed every mainstream report that we can think of however, if you require something special, please let us know and we will discuss it with you.

We have a few options to offer you.