Upgrade 1.6.4: New enhancements to your client’s Customer & Supplier Analysis Report

If you are a portal user, when you next synchronise your clients and run reports you will see some brilliant enhancements to your Customer and Supplier Analysis reports all of which have all been based on the feedback we have received from users.

The report has been extended to 3 pages, we still analyse the key drivers of Revenue and Costs (transactions, average transaction value, customer acquisition/retention, new/lapsed suppliers), but we have extended the number of customers/suppliers displayed in each section of your report.

You also now have a page at the end of the report highlighting the 3-year trend for each of your client’s top 5 customers/suppliers.

Enhanced Management Reporting is highly valued by business owners who are happy to pay you for your reporting and financial support services. For your larger clients, those with more financial complexity, becoming their Part-Time FD and helping them take better control of their finances is a logical and highly valued service.

If you look at the potential fee income from Management Reporting and Part-Time FD services the figures are impressive, but it’s when you look at the gross profit margin the importance of adding these services to your practice becomes apparent…

Management Reporting is extremely time efficient delivering near 100% gross margin as it requires next to no overhead making it highly scalable. Part-Time FD services are not for everyone and they do require you to interact more with your clients regularly, but the value and hence the margins are potentially far higher than other accountancy services.

Find out more.