We are here to help you grow your business collaboratively. We will help set up your client business reporting systems, plus, work with you in deifining your practice growth objectives from advisory AND provide the tools and resources for you to succeed
Jazoodle will set up your client reporting systems and practice alerts so you're always on top of your client's business success
Our team of business growth experts will schedule monthly or quarterly meetings with you ensuring you really optimise your advisory opportunities
At all times, your practice is in control of your client interactions and mechanisms. We're here to give you a few ideas when you need them
For those clients you do not directly advise, we'll send you monthly client performance alerts, so you can easily see how their key business numbers are performing, creating additional opportunities for your business
Our standard onboarding service includes free training for you and up to 2 others in your practice. We'll cover client implementation, system navigation, and give you tips and tricks in really making sure your visory is in good shape
Every six months, we will meet with you and discuss the growth your clients are experiencing, and the benefits your practice will accrue from your share of their success. We'll lend our expertise in advising you in how you make the most of Jazoodle
From years of experience with financial system implementations, Jazoodle’s founders know that the system itself is only one part of a successful implementation. We’ll work with you in defining your processes, and work with your team in ensuring you get the very best from your use of Jazoodle
Looking to restructure your business to take advantage of additional value added services, such as advisory? We recommend Smithink, who are probably the foremost accounting advisory planning and implementation group.
