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Accounting Firms
Have A Better Understanding Of Your Business Clients’ Changing Financial Situations
Few could argue that getting frequent financial information from your clients is bad, but many CPAs don’t have access to interim financial data. Yet your CPAs are supposed to be delivering valuable observations and business advice based on their clients’ evolving financial landscape.
iLumen Helps You Do the Job Your Business Clients Expect You to be Doing
CPAs are expected to stay informed on the changing financial condition of their business clients during the course of the year, but delivering on that expectation is difficult. iLumen’s financial monitoring and industry benchmarking service automates and standardizes the gathering, mapping, analyzing, trending, alerting and reporting of interim financial data.
Enhance Client Relationships
Your CPAs need to stay informed of their clients’ changing financial landscape and offer real-time advice based on that information. However, efficiently collecting and analyzing interim financial data has been time consuming and cost prohibitive – until now. With iLumen, you can connect with your clients by accessing changing financial trends in real-time.
Set Yourself Apart
Differentiating yourself from other competing CPA firms can be challenging when you’re trying to balance winning new business with working to keep existing clients happy. With iLumen, your CPAs can perform services at a level your competition can’t – using interim financial monitoring, rolling twelve month trending analysis and industry benchmarking capabilities.
Identify Revenue Opportunities
Most CPA firms have a sharp decline in revenue generating activities after April 15 th. With iLumen, you can drive revenue by offering financial performance and benchmarking services throughout the year without any additional staff.
Industry Benchmarking
iLumen’s Private Company Benchmarking service maintains an anonymous, standardized repository of private company financial information. Would your clients like to receive peer group benchmarking and industry trend reporting? Learn More |
