Keep your clients profitable through a volatile economy by learning how to help them more accurately predict if/when inflationary or recessionary pressures are impacting their bottom line. Also learn how to help them predict if/when additional funding may be required or if/which costs need to be trimmed or cut before a crisis obliterates their bottom line.

Learn how to deploy color-coded business intelligence and predictive analytics to show performance trending and provide your clients with actionable financial insights everyone understands. Small-to-medium business owners may not truly understand traditional financials, but they do understand GREEN means good and RED means “Uh oh, we need to talk!”

Be that trusted advisor who supports clients in understanding their past, grading their present, and forecasting their future by:

• Creating a virtually unlimited number of "what if" forecasts to show the ongoing granular impact of the present inflationary crisis (or any other future recessionary scenarios) on your client’s income, expenses, profitability, and cash over time.


• Adopting easy-to-implement, collaborative tools that quickly create KPIs and forward-looking scenarios tuned to each client’s chart of accounts that show your clients where to focus their attention.


• Providing these easy-to-use models to the client so they can make modest changes now, resulting in a positive reality going forward before it’s too late.


• Quickly updating the models each month, providing actual vs. “what if” results to the client, showing how well they are managing the expected changes, and succeeding during inflationary and recessionary periods.

• Determine how to effectively advise your clients during inflationary pressures and a looming recession


• Recognize how to easily drill down through layers of increasingly granular client financial data in a matter of seconds


• Design a plan to motivate clients to reach out to you—their trusted advisor—for corrective advice before the inflationary or recessionary effects get too serious


• Evaluate client corrective progress and how to motivate you—their trusted advisor—to proactively reach out to clients who need your help


• Identify how to market your inflation and recession technology-base advisory services to existing and prospective clients