"Every small business needs a coach, but not every small business owner is coachable."

Can we help each other help your small business clients?

Does your client use QuickBooks, Peachtree, MAS, MYOB, Microsoft Dynamics Great Plains or any other major accounting software? 

               If so, suggest they "upgrade" to the Corelytics Financial Dashboard to unlock a number of amazing
               features and benefits.  (Corelytics is an independent product that connects with QuickBooks, etc). 

Would you like deeper, more value-add, and more profitable relationships with your clients, that will likely lead them to refer you to additional clients?

• Provide more value and insight for customers.  Help them look forward, not just at past financial performance
• Deepen your relationship with customers, so they want to meet with you more regularly
• Level out your revenues, so you can plan and budget your business monthly without suffering months of "valleys" 
• Increase your revenues with existing clients and make it easier to find and bring on new clients
• Increase your profitability by focusing on delivering higher value services and automating low margin work

Are you comfortable helping your client set goals, prioritize strategies, and monitor performance on a number of key financial metrics?

If not, you and I can work together to help your client interpret the monthly reports and accelerate the growth of their business...and yours. See sample pricing packages here.