Client to Client
Offer more. Show more. Be more.
As an accountant, you will often be the gatekeeper to your client’s financial data. But how can you ensure you stay competitive and gain an edge to deliver real-time business performance analysis and tactical planning? Lodging annual returns and BAS statements no longer builds client loyalty.
Client to Client is a cloud-based business intelligence platform that delivers unique and comprehensive insight into the performance of your clients’ data.
The platform provides immediate actionable insights, allowing you to support your clients to think strategically and take the guesswork out of key business decisions.
As well as helping to give your accountancy practice a point of difference, Client to Client can also be an additional revenue stream to help support your business growth.
Make your client numbers say something
In addition to your current services, Client to Client can help you to provide invaluable insight into your clients’ business, such as cash flow analysis, employee productivity and profitability analysis.
Connects to your Software
Collect and analyse your clients’ business financials. Client to Client can talk to most accounting platforms.
Identify Anomalies
Identify any business model anomalies and discuss how your client could eliminate under performance.
Help Direct Strategy
Be the sounding board and sanity check for your clients’ strategic direction.
Plan for Success
Coach your clients on how to drive their business growth, rewarding both their business and yours.
Provide Comparisons
Show your clients why comparing a business’ performance to previous timeframes and organisational targets can shape future strategies.
Real-time Feedback
Have meaningful discussions using real-time data to create customised reports for your clients.
Improve Performance
Explain what the profit drivers are and the important role they play in improving P&L outcomes.
Support from Avatar
Talk to us. We can support your business with various levels of support including report customisation, data analysis or a tailored solution for your clients.
Try it today
Get in touch to find out more about the Client to Client Platform and for a complete walkthrough with our team.