Cut through the frustration of your clients
not understanding your financial advice.
Show the relevancy of financial
data to business management.


Are you frustrated that uneducated and overwhelmed non-financial clients cannot seem to understand and fully participate with you using standard financial information?

Does it ever bother you that accounting has such a hard time relating people and team behavior to results?

Do you ever think you would use the value of showing cash flows more if it weren't so difficult to generate a direct statement?


Benefits other CPAs / Accounting Consultants have experienced with Financial Scoreboard™...

Financial literacy is easy to master with the Financial Scoreboard. Clients and their non-financial colleagues can easily learn to speak a common, results-focused business language.

Financial Scoreboard uses a standard, comprehensive, interrelated format that makes managerial accounting and mastery of operations much simpler to achieve. Financial data is much more often used, together with other business insight, to solve problems and improve performance.

Use the Financial Scoreboard's shared language of finance to create a focused, financial results-measuring feedback loop, develop and evaluate performance measures, relate behavior to results, and predict the financial outcomes of decisions, giving the client more value and you more billable hours.

What Accountants are Saying

"We are able to move to a more value-based relationship with our clients."

"Allows us to make our information predictive, not just the usual post-mortem."

"Typically we have given only financial statements, now we have a great tool for saying 'here is a different way to look at your business' that really gives value to the numbers."

"A forward-looking analysis of what is really going on in a client's business that is great for getting people talking about other things than net profit."

"Now the statement 'You can understand where and how the cash is going in your business' is something I can really deliver on."

"We use it for internal financial literacy with our associates and satellite offices."

"A small business owner client told me - I never understood my financial statements... until you showed them to me this way."

"We have integrated this into our audit reporting, and use the Financial Scoreboard to present the information to be discussed during the management report meeting."

"Bankers go nuts over this stuff - they say 'wow', and they refer business."