How to Identify clients who could benefit from an Add-on to standard MYOB
- Using multiple spreadsheets to help run their business
- Asking for functionality or information not readily available in MYOB
- Inefficient business processes
Boost your Advisory Skills using BI4Cloud – Business Intelligence
Identify a client using MYOB for one of the four following areas:
- All-inclusive month end P&L and/or Consolidated P&L
- Item Sales & Inventory
- Manage Projects Type Jobs
- Run Divisions or Cost Centres with Budgets
Connect-up their MYOB file to BI4Cloud then work through the GAP Analysis examples in the attached document.
Learn how to:
- Have a deeper conversation about your client's business
- Help clients to manage margins, job profitability and save time
- Show clients how to
- use MYOB for CRM
- get more from their MYOB and
- see their business as never before