Boost your Advisory Skills with BI4Cloud

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:

  1. All-inclusive month end P&L and/or Consolidated P&L
  2. Item Sales & Inventory
  3. Manage Projects Type Jobs
  4. 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 
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