Our%20Client%20Connection%20Service

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• Our Client Connection Service

Connecting with Clients
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Client Connection Service

1. A Complimentary on-line service for all business
   clients -- Our way to stay connected with you
   throughout the year
2. Provides an easier way to deliver financial
   information to your CPA -- Simple and Secure
3. Provides real-time financial trends and business
   intelligence -- Value-added financial insight
   to grow your business

Value-added analysis
What you expect from your CPA
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• Client Connection Service

Client Connection enables you to securely
transmit financial information to your
accountant, and other financial advisors, and
view analysis of your companys financial
performance. It is easy to use, and . . . is
compatible with all major financial accounting
software packages. provides a dashboard of
key financial indicators, to illustrate how
your business has performed over time.
enhances internal reporting and communication
with business partners, investors and
directors.
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• Client Connection Service

Works with all Accounting Systems!
Upload a single report from your accounting
system.
Automated interface to QuickBooks and Peachtree
also available
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Client Connection Service
Simply upload your monthly trial balance file to
the system. A few minutes each month.
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Client Connection Service
Custom Business Intelligence and trending
information is automatically updated each time
trial balance files are submitted. Alerts and
indicators help you and your advisor connect on
your performance issues before its too late.
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Client Connection Service

• Compare your trends to others in your industry
  size range
• Over 80 financial metrics
• Select from annual, quarterly, monthly, trends
• Compare against average, median, upper quartile,
  lower quartile

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Client Connection Service
Help Us Stay Informed, So We Can Better Advise
you
This data upload system provides a faster,
easier and more secure way to deliver
financial information It is easy to use and is
compatible with all major financial accounting
software packages. It provides on-line access
to charts, graphs and tables that illustrate
how your company has performed over time.
Financial trends are updated each time data is
submitted.