If you don't know your numbers, you don't know your business. Real-time business information and Key Performance Indicators (KPIs) are critical to business growth.
If you have a small or lower middle market business and are waiting until the end of the month, quarter, or year to see how you've done, you need this. Call us today for a free consultation and demo on how we can extract real-time data and operational KPIs from your Quickbooks file and build a custom,cloud-based dashboard with individual team member access to a Customer Relationship Management (CRM) portal that is always synced with your accounting data. You'll always know exactly what is going on and will be able to make informed strategic decisions that will put you a world ahead of your competition. We work with you and custom design your dashboard to best display the drivers of your business. Furthermore, both during and after installation, we also offer personal business coaching on optimizing your business and catching pieces that have gone awry before they turn into a cash crisis.
While our home office is in New Orleans, LA, with only one in-person meeting we are able to set up your dashboard by working remotely on facilities from California to New York to Miami, FL.