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

My Business Manager makes it easy!

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

What is My Business Manager and how does it work?

My Business Manager is a business advisory / business reporting / dashboard and business fundamentals solution that syncs with a range of popular accounting systems.

It provides an easy way for Accountants and Business Consultants to provide automated client reporting. The  reports contain your logo and contact details and are either sent directly to your Clients’ email or forwarded to your firm for comments and advisory meetings.

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

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

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


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 or Desktop – We have both covered.


Online | Desktop |




Business Cloud

Accountants and Business Consultants

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”.

My Business Manager is as simple as it gets.

Set up the automated Dashboards and Management Reports and they will be emailed directly to your Clients or, forwarded to you for comments.

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


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


Morgan K. Hamon CPA, MPAccPresident

My Business Manager is exactly what I was looking for! My Clients love the dashboards and reports and they make a great foundation for our quarterly meetings. 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 clients’ business.”

Gavin ThieleChartered Accountant

Frequently asked questions

Accounting software is for invoicing, payroll, records and taxation compliance purposes. My
Business Manager is for Business Reporting and Dashboards 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.

My Business Manager 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.

My Business Manager 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.

My Business Manager is suitable for all types of businesses and all phases of a business.
It is very easy to on-board Clients and we provide many wizards to help you set up and personalize it 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 offer 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.

No. Our subscriptions are month to month. 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 My Business Manager and perform any function and create reports. Our subscriptions are based upon Client Business ledgers, not Users so we include any 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 require Consolidations in various combinations.

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

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 original 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”, often spending more than the cost of the software. If a specific report is critical to you, tell us about it.

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.