Accountants

Accountants

Client Engagement & Retention Through Advice

Too much of financial service is preoccupied with time spent on check-box compliancy, and not enough on value-added advice. By embracing a business coaching mindset, your accounting practice will profit by offering advisory services.

FinGenie makes it incredibly easy to engage with your clients to make their businesses more successful. By removing the jargon, and demystifying business processes, FinGenie helps you help your clients understand their businesses better.

Fee-based advisory services are essential if you want to add value to the relationship you have with your clients. It is the only way to have those essential conversations around profitability, cashflow and business valuation.

FinGenie's business intelligence software makes it easy to generate management reports and projections in a matter of minutes, so you don't have to. It is a short step from there to assist business managers create a difference in their business.