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| Traditional financial statements are valuable, but there is something more you could be providing your clients. |
| You could be providing your clients with something that will give them information they'll never find in their financial statements. |
| With PlanGuru Business Analyzer and 20 minutes of your time, you can |
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Show your clients how their financial data compares to their industry peer group. |
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Show your clients trends in the financial ratios, balance sheet and income statement for up to 5 years. Plus, how their trends compare to industry trends. |
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Imagine the next meeting with your client |
You’ve just finished discussing the financial statements. But instead of concluding the meeting, you give them a report with information that isn’t in their financial statements. The report starts with a summary of how they compare to their industry peer group and the trends in their business. |
| The dashboard graphics immediately show them where their strengths and weaknesses are. The comments help them understand the ratings. |
| They see a low rating for their liquidity ratios and they want to learn more. You direct them to the liquidity ratio section of the report for more detailed information. There they see downward trends in their current and quick ratios, a source of concern and an opportunity for you to help them. |
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Data for over 700 industries |
| The Business Analyzer uses data from the RMA Statement Studies database. Used by banks and other financial institutions, it’s the most respected source of industry data available. |
| Since data is available by company size the data is relevant for companies of all sizes. |
New Business
Analyzer Version 9.5- Our
latest version of the Business Analyzer
features 2 report formats! |
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A 30 page comprehensive financial analysis for clients that want to dig into the nuts and bolts. |
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A summarized easy-to-read report focusing on key performance indicators. |
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| Click here to see samples the Business Analyzer reports |
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