FROM THE CO-FOUNDERS

rss

Pat Johnson & Dick Outcalt, Co-Founders, BusinessStrata-G.com

Why Not Have Client Meetings That Clients Love?

One of the top reasons clients leave their accountants is lack of communication. 

Accounting is a trust-based business, and without regular interaction with someone at your firm, the relationship you have with your client can stagnate, or become commoditized. And all of a sudden they’re out the door.

You want to make meaningful, monthly  connections with clients. But if all you're  going to do is review past performance, you run the risk of making the client feel like they are being graded. Or worse, being scolded. Yikes! 

What's the value in that? Exactly!

That’s why we built the Strata-G Toolkits. They are a gateway to welcomed business advisory relationships. 

These Strata:G Toolkits feature pro forma P&L and integrated Cash Flow calculators for accountants, bookkeepers, or CPAs to use with clients, not for them. 

Strata-G certainly keeps the conversation moving! 

With Strata:G, just plug the business owner’s "best guesstimate" assumptions about revenue and expenses (organized by “buckets”) into one of the calculators. Those few draft inputs immediately show how much profit would be generated, and more important, what about cash flow?

This can be eye-opening for an owner! 

But be prepared! 

Immediately they will want to make changes to the inputs. “What would happen if we…?” This integrated “what if-ing" capability unleashes the real power of Strata:G. And bonds with the client!

As you know, even if it looks like there will be a profit, there may be negative cash flow looming. 

  • Strata-G reveals that in a non-threatening, non-judgmental way. 
  • And in advance, while an owner still has time to make adjustments.

These are the kinds of financial insights they need and welcome from their accountant, bookkeeper, or CPA. And the start of a valuable problem-solving relationship with that client. 

Strata-G’s financial modeling is a breakthrough for business decision-makers. 

And another great thing: with Strata:G, the numbers do the talking. No "advice" needed. That means every competent accountant, bookkeeper, or CPA can deliver CFO-level insights without veering into the dangerous territory of subjective opinions.

If you are truly interested in regular, meaningful contact with your clients, you owe it to them to look into Strata-G. And then start meeting with them regularly to focus on their future.

We'll be happy to show it to you. Just go here to schedule a Zoom session.

Or, just dive right in. Get access to all of the industry-specific Strata:G Toolkits and try it out for a month.

Related Articles

  • The Difference That Matters to Business Owners

    Just to be clear: Strata:G Toolkits are not just another accounting tool. Instead, Strata:G Toolkits are financial modeling tools enabling any accountant to work with business decision-makers.

  • A Difference-Maker for CPAs

    At their core, most accountants aren’t motivated by numbers, they’re motivated to help people. They want to be seen as a valuable resource, not as a commodity that’s easily replaced. And frankly, your expertise – that financial insight and perspective – is what clients want from their accountants, to be applied to the future. That's where Strata-G Toolkits come in.

  • Breakthrough for Meaningful Client Connections

    Yes, with a Strata-G Toolkit, any accountant, bookkeeper or CPA can help any business make more confident decisions based on numbers, not opinions. It IS a breakthrough! Strata-G can be a breakthrough for marketing or recruiting, too.

  • Yes, Strata-G Calculators are different. Here's why!

    Yes, we agree. Strata-G Calculators are different. They are for Big Picture pro forma projections, not granular analysis. They’re for building relationships with clients. And get this: they are built specifically for working WITH owners of businesses. Strata:G Toolkits are "power tools for decision-makers."

  • Want more time and more revenue?

    We can show your people how to use the Strata-G Toolkits with your clients. All they need is a basic understanding of financial statements, and a free Zoom session with us.

  • Get a Taste of the "Secret Sauce" – for Free!

    The Strata-G Key Ratio Calculators, like every tool on BusinessStrata-G.com, are built to be used WITH a business owner. They're like a prop, a visual aid to quickly transform the extensive details on financial statements into an "executive summary" of that business's vital signs. And business owners love them! We have set up a free “Test Drive” so you can try it for yourself. Grab a financial statement, choose the appropriate industry-specific Ratios Calculator, and have fun!


Comments are closed.

 

Have questions? Get answers!
See how quickly your firm can take advantage
of the forward-looking Strata:G® Financial Toolkits
 

See More

 

 

Why Not Try It For A Month?

All Strata:G® Resources
Perfect For Any Of Your Clients
Unlimited Access

Immediate Access • Cancel Anytime

Schedule A Demo

See How Readily Any Accountant Can Use These Breakthrough Tools 

Schedule Here

Online • Ready-To-Use

Valuable New Dimension For Your Business Clients. And Your Firm!
Gateway To Advisory Services

Start Now! Unlimited Access