Business Consultants and Advisors

Show your clients the future, and keep them accountable

Your brilliance, will improve your SME client's lives

We take the number crunching pain away

Providing your clients with great advice

You’re the best there is at showing your clients the path to their success. The strategic path starts with “where are we now”. Jazoodle visually shows your clients where they are now and helps you build where they want to be without the fuss and kerfuffle.

Keeping progress visible and clients accountable

The biggest problem with client advice is keeping them on track and accountable toward their goals and for your advice. Continually updated performance metrics, valuation, and base forecasts. Accessible from anywhere, progress can be checked in seconds.

Enabling success with a powerful client focused toolkit

Your toolkit consists of templates, frameworks and the like. Go to another level with Jazoodle’s stunning cloud based solution and be supported by heaps of free resources and templates you can use with your clients.

But, number crunching and complex solutions frustrate you

Where do you start?

Time is money, and wouldn’t you rather spend time on creative strategies for your clients than number crunching? Jazoodle integrates with your client’s accounting package and in seconds you have tools and solutions that will make your life easier, and wow your clients.

Client support

Your client may feel lost at times. We provide heaps of resources that will help your client understand their journey, educate them, and keep them engaged with your advice.  Lots of resources for you too, to help manage your client’s success journey, and your use of Jazoodle.

Not enough hours in the day

There’s never enough hours in the day is there? Jazoodle integrates with Xero in seconds, and your clients’ dashboard and forecasts are built without creating time consuming models or spreadsheets, leaving you time to work on your clients’ businesses, not on back-end number crunching.

Let us help a little. What floats your boat?

Finding new clients

You give advice to die for, but need new and innovative ways of reaching out to your prospective clients. We have heaps of client point of sale material for you to use in your sales process. Jazoodle’s visualisation of a client’s business will be sure to wow them.

We’ve produced lots of tools to go in your toolkit. From client checklists, to cheat sheets for understanding why the numbers in their business are changing. We even have great customisable point of sale posters for use in your business.

Simple client planning

Wouldn’t it be great if you could show your clients instantly, the power of planning different scenarios for their business? Jazoodle’s simple slider system gives you this power.

Fast business valuation

Your client’s valuation is created as soon as they connect with their accounting system, such as Xero. Print out this valuation on your branded documents. Instant revenues with high gross margins for your advisory.

Scenario planning

Build multiple scenario plans for your client. Their goals instantly visualised. How about building resilience into their businesses. What would be the effect of a sales downturn? Recession? Build strategies for multiple scenarios.

Exit Planning

It is often said, that the only true valuation of a business, is the price where you are prepared to sell, and the buyer prepared to buy. Jazoodle uses performance forecasting and valuation forecasting to ease exit planning scenarios that your clients can see.

Take your consulting further by wowing your clients

and we'll give you lots of tips and tricks along the way

Advisor FAQs

Search our FAQs by entering your search term below

What do I need to do to set up my business on Jazoodle?

Company setup: Jazoodle is highly secure and built upon the latest API standards. You will need access to the appropriate cloud accounting system - authentication is done via your normal login. We get the organisation details from your authenticated organisation in their cloud accounting system, for instance, Xero, such as company name. All we ask you to add is approximate number of employees, which industry they are in, and which year's data did you want to bring into Jazoodle and analyse

If you are resident in Australia, yes, we charge GST at the prevailing rate. We will issue you with a tax invoice once your subscription is confirmed

Yes, we can provide training for our advisory partners. We believe that Jazoodle can be integrated into your practice very easily, but if you require training to really maximise your use of Jazoodle and therefore your client offerings, we can arrange either 1x1 or group training.

Yes, with Jazoodle, you can sign up for our always free demo or if you want to assess Jazoodle using your own business data, when you connect your Xero system, we give you 14 days free trial. We don't ask you for your credit card details either until your trial ends, or you decide to subscribe before the 14 days are completed.

For our advisory partners, Jazoodle will work with you in integrating our solution into your business. Integration options include:

  • individual and group training
  • pilot client identification, setup and tracking
  • best practice discovery
  • client training

For our advisory clients, Jazoodle runs a partner program, which, will provide discounts based upon your partner level for each and every client you add onto the Jazoodle system. View our partner page for more details

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What do I need to do to set up my business on Jazoodle?

Company setup: Jazoodle is highly secure and built upon the latest API standards. You will need access to the appropriate cloud accounting system - authentication is done via your normal login. We get the organisation details from your authenticated organisation in their cloud accounting system, for instance, Xero, such as company name. All we ask you to add is approximate number of employees, which industry they are in, and which year's data did you want to bring into Jazoodle and analyse

Setting up your free demo profile is simple and takes less than 3 minutes! Open our application here and click on "Sign Up"

Jazoodle Sign Up Screen

Then follow the on screen prompts and you will be sent an email to validate your email address

Jazoodle Sign Up Next

Once you have mastered the demo data that we supply, now you'd like to connect your Xero account and see our dashboard with your business data. We've made this as simple as possible for you to do. First, click on the "Get Started" button in the "My Plans" tab

Once you get started, then select which plan you'd like to subscribe to (we don't ask you for card details until the end of your trial). If you decide not to proceed after your trial, your account will simply be locked and your trial stopped.

Select Jazoodle Plan

then click "Connect to Xero" and the Xero secure API will be called to retrieve your data. Simply authenticate within Xero as prompted

Connect To Xero
Start Trial
Xero Authentication

Once authenticated successfully, Jazoodle will ask you just 3 questions to confirm your company details, the date range of the data you'd like to integrate, and your company size (for benchmarking purposes later)

StartTrial2

Once answered, Jazoodle will integrate your Xero data and your dashboard will be created

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Alumni of UNSW Founders 10X program

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For all Xero Connected Businesses

For all Xero Connected Businesses

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Download A Free Business Health, Valuation and Forecasting Guide

We’ve produced a handy little guide that will give you the lowdown on the 28 essential KPIs, business valuation methods, and forecasting available within our platform.

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Speak with one of our advisory business integration specialists

Speak with us and our advisory integration specialists to see how Jazoodle will work for your business.

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