DoTheNumbers

DoTheNumbers is a tool Accountants, Bookkeepers and Advisers can use to engage with their clients quarterly.

• Set up a new client with 3+ years of historical data in 30 minutes
• Update it quarterly in 10 minutes
• Share reports with client via email, present in person or online.

All the way along the user will be advised how the tool is to be used in practice, how to set profit targets for clients in different industries, how to address poor performing businesses and what to discuss at quarterly meetings. It can be used to engage new clients and keep track of existing clients.

In short, DoTheNumbers is the basis of your business advisory service, has been proven to work and can be used by all your team.

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