When making profitable decisions, entrepreneurs normally have zero interest in spreadsheets!

As proactive accountants, we can help you identify the software best suited to the size and nature of your business. The aim is to let you link in one place data from multiple sources so you can see clearly at any one moment what the exact situation is.

Some information will be in your accounts but other important details could be siloed in your inventory or your CRM system.

Simple, intelligible graphics make it easy to identify and assess any issues you may be facing.

Equally, if you are able to see all incoming payments and all outgoing expenses instantly translated into a graph of month-by-month cash flow and/or profit and loss, this sort of data visualisation can bring startling insights to light. It is financial modelling by another name.

Because the data can be sliced and diced in different ways, it allows you to look into the future and ask all the ‘what if’ questions.
What if I put up prices?
What if my direct costs increase by 10%, 20%, 30%?
What if my overheads decrease?
And so on.

It is an action planner on your mobile phone or your tablet for whenever you want it or wherever you are. We encourage every client who comes to us for business consultancy to use keep track of their businesses with a custom-built dashboard. Especially those who don’t like numbers.