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1. The Profit & Loss andBalance Sheet contain lots of business information.
2. My Business Managerturns accounting data intobusiness management informationthat can be used, every month,to manage any business.
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6. Your business clients need your help to make sure that their businesses are “on track” to achieve results. If you don’t provide this service, someone else will! My Business Manager provides you with a process-driven solution so that you can utilize the talents of all staff members.
9. It is extremely easy to use Only 5 minutes per month to enter data from their accounting software
10. Quick visual displays Each month, MBM can provide your clients with invaluable information about their businesses as well as highlighting issues requiring attention.
From historical comparisons and trends to future results, cashflow forecasts and KPIs.
11. You can compare this month with last month and see how their business is tracking. Compare this month to last month
12. Easy-to-use traffic light reports
13. Includes ideas for improvement
14. See the trends in the business –short term
15. See the trends in the business –Long term
16. Check movements in theBalance Sheet and business health In the same way as you can analyse their P&L you can also analyse their balance sheet, and look for things that they may need to consider such as increased working capital etc.
17. How is the cashflow? In the same way as you can analyse their P&L & Balance Sheet you can easily produce cashflow statements. This is handy for management reporting and for providing to their bank manager.
18. Avoiding potential problems By monitoring what is happening in their business, they can avoid potential problems.
MBM makes it incredibly easy to produce KPI information that is an invaluable guide for every business owner.
19. How is the business performing? Your clients can set KPIs for areas in their business that they need to keep an eye on, such as excess inventory, slow paying debtors etc. Using this information, and your advice, they can tighten their spend on inventory, chase their debtors more aggressively and keep the business running smoothly.
20. How will they grow their business? MBM allows your clients to do “what if” scenarios based on number of customers, frequency of purchase, price increases etc.
21. Revenue flows through to forecast P&L You can set the target profit that your clients are aiming at.
You can use last year’s growth, CPI or their thoughts on how the business will perform.
If they are looking for inspiration, you can click on the ? for some ideas on how to improve their forecast result.
22. Build a detailed budget that reflects how their business operates. Where will the Revenue come from? Which products and services?
What difference will a price increase make?
A detailed plan allows your clients to manage the details and “know” what isn’t performing. Imagine tracking each sales person or product.
Results flow through to the forecast P&L and Balance Sheet
23. Does the business have seasonal productsor cyclical sales patterns? Inherit the seasonal patterns from last year or change it to reflect your clients’ thoughts or plans.
See the effect of seasonality on cashflow and their bank account.
24. The forecast Balance Sheet shows the critical items that affect their bank balance See the effect of debtors and inventory on your clients’ bank accounts. Try some “What-if?” scenarios.
Will they need additional funds for the growth planned?
25. Cashflow Forecast Month by month picture of your clients’ forecast cashflow.
Shows where it comes from and where it goes.
26. Forecast key performance indicators See how your clients’ businesses perform month by month.
KPIs demonstrate how the business needs to be managed to achieve the target results.
27. Choose a business plan to suit each client’s business
28. Easy question and answer format Easy question and answer format leads your client through to a business plan that they can give to all “stakeholders” including their bank manager.
Advise your clients to keep the ideas simple and to include measurable milestones and dates.
29. Your clients will soon have a working business plan Plans are in Word format so that your clients can change them at any time to reflect changes in their businesses.
30. Automated monthly reporting There are 117 reports and graphs available to your clients.
Choose the reports that your clients want to receive every month.
You can print them or you can email them to your clients and their bank manager.
31. Automated monthly reporting One click generates the report selection.
PDF reports can be emailed to your clients.
The RTF versions are for you to add your comments and actions.
With this level of control, your clients will soon be seeing the results.
32. Automated monthly reporting The executive summary extracts key business information for your clients.
Comparisons with forecast and with previous period help your clients to make sure that the results are “on track”.
33. Who runs what? Your clients can run it themselves and you can review the results
Or, you can run it for them and review the results
When they need advice, you can add your comments and email the reports to them
You choose the way that suits you and your clients best.
34. My Business Manager,the way all businessesshould be managed …