Client financial benchmarks that prove your practice value
Show clients and prospects the value you bring to them and upsell premium advisory services
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Financial benchmarking created by you
Are you in need of up to date, and reliable client financial benchmarking when speaking with your clients? Creating your client financial benchmarks is simple, and fast, and free as a Xero, QuickBooksor or MYOB connected subscriber to Jazoodle. Each client you add, is added to your aggregate reporting. What’s more, add each client in less than a minute! Add 20+ clients in around 20 minutes.
Create competition within your client base
We’ve heard our own customer feedback, that it would be good to create an element of competition between your clients, helping to encourage further business improvements from the advice you provide. That’s why we’ve created, as part of your benchmarking and aggregate reporting, a “League Table” of your clients’ business performance. This is also updated monthly for you, as part of your aggregate practice reporting.
This is updated monthly for you as part of your aggregate practice reporting
Practice marketing proof points
Our innovative practice aggregate and benchmarking reports are updated monthly, allowing you to show your current and prospective top tier clients the added value you’re providing for their business.
If you’re looking for innovative ways of marketing to your clients, and migrating them onto your higher level managed services, our free practice reporting delivers the proof points you’re looking for.
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Reporting is just the start
Our onboarding support for your practice
Planning
We’ve developed a series of resources aimed at helping you build your client action plans, client service level migration, practice goals and revenue objectives. We’ll work with you in developing yours.
Training
Jazoodle is simple to set up and use, but we’ll also work with you and your team in getting the most out of Jazoodle. This means application training and navigating around Jazoodle, and what it means for your clients
Co-Marketing
Become a Jazoodle Advisory Partner and we’ll help you use the assets that you generate for maximum marketing effect with your clients. We feature client co branded case studies, videos and social posts
Benchmarking
Not only is Jazoodle great for understanding the performance, health and indiciative valuation of your client’s business, but the more you add as part of your advisory strategy, the better the benchmarking data derived. We’ll send you your client benchmarking data report each month nd after your month end processes are complete across your practice
Future Stars
Your practice league tables will identify the movers and shakers within your practice. You probably already know your star performers within your practice, but which clients are the future stars? Who are the clients that with a bit of TLC, could become your new star clients in the future? Jazoodle allows you to take a portfolio approach to your client base
Clients In Need
Conversely, which of your clients are showing signs of distress, and in need of your advisory skills and advice? Early intervention could mean the difference between your client’s dreams being kept on track, or being shattered. Our league tables will give you this information early, showing clients in distress and allowing for early intervention.
Select your plan and then move the slider to increase or decrease the number of Xero, QuickBooks, or MYOB companies you expect to have added to your dashboard and we’ll work out the likely monthly subscription for you
Select your chosen plan type
1
Enter the number of connected companies you will connect to Jazoodle
TotalUS $
Select your plan and then move the slider to increase or decrease the number of Xero, QuickBooks, or MYOB companies you expect to have added to your dashboard and we’ll work out the likely monthly subscription for you
Select your chosen plan type
1
Enter the number of connected companies you will connect to Jazoodle
TotalUS $