The Profit

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The Profit Loss andBalance Sheet contain lots
of business information.
Unfortunately, they were designed for Tax, not
Business Management.
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My Business Managerturns accounting data
intobusiness management informationthat can be
used, every month,to manage any business.
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Accountants already offering Financial
Management and Business Development Advice,
Business Advisors and Business Coaches
Compliance-orientated Accountants
(select the appropriate box)
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Accountants already offering Financial
Management and Business Development Advice,
Business Advisors and Business Coaches

• Looking for an easy business analysis and
  reporting system?
• Looking for a process-driven solution to enable
  you to offer Business Improvement Services and
  consulting?
• Looking at increasing your average hourly rates?
• Looking to increase client loyalty and client
  retention?

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Compliance-orientated Accountants

• Looking to diversify your existing businesses
  from being solely compliance-based?
• Looking to offer your clients a holistic
  business service?
• Looking for an easy business analysis and
  reporting system?
• Looking for a process-driven solution to enable
  you to offer Business Improvement Services and
  consulting?
• Looking for a solution that does not rely solely
  on partner effort?
• Looking to increase the average hourly rate of
  yourself and employees?
• Looking to increase client loyalty and client
  retention?

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Your business clients need your help to make
sure that their businesses are on track to
achieve results. If you dont provide this
service, someone else will! My Business Manager
provides you with a process-driven solution so
that you can utilize the talents of all staff
members.
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• You can also help your clients to produce
• a business plan
• forecasts (best case / worst case)
• detailed budgets that reflect how they do
  business

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It is extremely easy to use

• Only 5 minutes per month to enter data from their
  accounting software

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Quick visual displays

• Each month, MBM can provide your clients with
  invaluable information about their businesses as
  well as highlighting issues requiring attention.
• From historical comparisons and trends to future
  results, cashflow forecasts and KPIs.

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Compare this month to last month

• You can compare this month with last month and
  see how their business is tracking.

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Easy-to-use traffic light reports
Green positive result Red may need attention
Click here for an explanation or hint on how to
improve this result
Guide bar offers explanations, hints and ideas
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Includes ideas for improvement
Debtors and Inventory both show red lights. Check
the reasons for this and then click on the light
bulb for ideas on how to improve this situation.
Display of sample explanation
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See the trends in the business short term
Month by month
You can select what your clients wish to report
on.
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See the trends in the business Long term
Year by year
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Check movements in theBalance Sheet and business
health

• In the same way as you can analyse their PL you
  can also analyse their balance sheet, and look
  for things that they may need to consider such as
  increased working capital etc.

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How is the cashflow?

• In the same way as you can analyse their PL
  Balance Sheet you can easily produce cashflow
  statements. This is handy for management
  reporting and for providing to their bank manager.

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Avoiding potential problems

• By monitoring what is happening in their
  business, they can avoid potential problems.
• MBM makes it incredibly easy to produce KPI
  information that is an invaluable guide for every
  business owner.

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How is the business performing?

• Your clients can set KPIs for areas in their
  business that they need to keep an eye on, such
  as excess inventory, slow paying debtors etc.
  Using this information, and your advice, they can
  tighten their spend on inventory, chase their
  debtors more aggressively and keep the business
  running smoothly.

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How will they grow their business?

• MBM allows your clients to do what if scenarios
  based on number of customers, frequency of
  purchase, price increases etc.

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Revenue flows through to forecast PL

• You can set the target profit that your clients
  are aiming at.
• You can use last years growth, CPI or their
  thoughts on how the business will perform.
• If they are looking for inspiration, you can
  click on the ? for some ideas on how to improve
  their forecast result.

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Build a detailed budget that reflects how their
business operates.

• Where will the Revenue come from? Which products
  and services?
• What difference will a price increase make?
• A detailed plan allows your clients to manage the
  details and know what isnt performing. Imagine
  tracking each sales person or product.
• Results flow through to the forecast PL and
  Balance Sheet

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Does the business have seasonal productsor
cyclical sales patterns?

• Inherit the seasonal patterns from last year or
  change it to reflect your clients thoughts or
  plans.
• See the effect of seasonality on cashflow and
  their bank account.

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The forecast Balance Sheet shows the critical
items that affect their bank balance

• See the effect of debtors and inventory on your
  clients bank accounts. Try some What-if?
  scenarios.
• Will they need additional funds for the growth
  planned?

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Cashflow Forecast

• Month by month picture of your clients forecast
  cashflow.
• Shows where it comes from and where it goes.

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Forecast key performance indicators

• See how your clients businesses perform month by
  month.
• KPIs demonstrate how the business needs to be
  managed to achieve the target results.

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Choose a business plan to suit each clients
business
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Easy question and answer format

• Easy question and answer format leads your client
  through to a business plan that they can give to
  all stakeholders including their bank manager.
• Advise your clients to keep the ideas simple and
  to include measurable milestones and dates.

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Your clients will soon have a working business
plan

• Plans are in Word format so that your clients can
  change them at any time to reflect changes in
  their businesses.

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Automated monthly reporting

• There are 117 reports and graphs available to
  your clients.
• Choose the reports that your clients want to
  receive every month.
• You can print them or you can email them to your
  clients and their bank manager.

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Automated monthly reporting

• One click generates the report selection.
• PDF reports can be emailed to your clients.
• The RTF versions are for you to add your comments
  and actions.
• With this level of control, your clients will
  soon be seeing the results.

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Automated monthly reporting

• The executive summary extracts key business
  information for your clients.
• Comparisons with forecast and with previous
  period help your clients to make sure that the
  results are on track.

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Who runs what?

• Your clients can run it themselves and you can
  review the results
• Or, you can run it for them and review the
  results
• When they need advice, you can add your
  comments and email the reports to them
• You choose the way that suits you and your
  clients best.

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My Business Manager,the way all
businessesshould be managed