Business advisory software for accountants
- Assists businesses to become more profitable, valuable, and scalable
- Assists individuals in growing wealth through intelligent investing, optimising personal finances, tax minimisation, and business structures.
- Benchmarks a business’s performance against similar-sized companies.
- Import Xero Tax clients and client groups (synched with XMP and Xero Tax).
- Import the client’s Xero financial data in 60 seconds (including income, expenses, assets and liabilities).
- Assess the client’s current financial position (i.e. sales, profitability, and net worth).
- Business advisory database. The 150 + strategies are constantly revised and updated.
- The software highlights the expenses that exceed the benchmarks and needs to be reduced through cost savings and efficiency redesign.
- Beautiful business advisory report, including charts and graphs. The information includes current versus benchmarked profitability, action required, an explanation of selected business advisory strategies, an implementation process, and a net worth statement.