We provide Automated Budgets and Income Statement for your Medium to Large sized clients to help them grow their business.
If they are not already running Monthly Management Meetings, we explain why this is important. By doing this, we help clients solve problems on a monthly basis rather than waiting until the end of the year when they talk to their Tax Accountant.
Our reports are designed in an easy-to-read format with comparisons to last year every month. These summary reports are very helpful when applying for finance their Bank. We have designed our Bank Application product the Exemplar 6-Pager(TM) to provide everything you need as a Bank to provide funding to your client.
As a premium service, we provide Medium to Large sized clients with automated budgets, cashflows and Income Statements which are tailored to their organisation. This information is not tampered with by the client. It is extrapolated from their data-bases and multiple data sources to ensure independent information that cannot be manipulated.
1. Tailored to the requirements of each individual Bank
2. Independent Sources – including audited accounts and detailed commentary about the Business
3. The Report is Standard across all your clients, so your staff will know what they are looking at
4. It includes KPIs that are necessary for Banks to make a decision
Benefits to the Bank and Government Departments