Collaborative Business Services

Is Hiring Skilled Staff Hindering Your Business Advisory Services Plans?

Make business advisory services staff shortages in your practice a thing of the past

AND

JAZOODLE Your Practice Revenues AND Client Satisfaction today

Let’s succeed together

Your strategy is to increase revenues from business advisory services, BUT you don't have the staff to fulfill this

No matter whether you are in Australia, or United States, or United Kingdom or even Canada or New Zealand. The story we hear is the same. Business Advisory Services staff shortages in your practice are hurting your ability to grow your practice.

This causes:

Client Review Backlogs

Quarterly, monthly or bi-annual reviews are not completed on time

Stressed Employees

Too much work, too few hours in the day. Increases liklehood of burnout

Delays Fixed Service Migration

Your plans to igrate clients to fixed service contracts is delayed

How can we help you achieve your goals?

We are here to help you grow your business collaboratively. We’ll help you set up your and manage your Jazoodle reporting platform and work on preparing for your client business review meetings. We have three options that will help you move your practice forward, generate new revenues, or maximise your service delivery opportunities 

Client Reporting Systems

Jazoodle will set up your client reporting systems and practice alerts so you're always on top of your client's business success

Client Review meetings

Our team of analysts will help you prepare for your client advisory review meetings with preparation of reporting pack and optionally, detailed analysis of performance. We can even run the meeting on your behalf

Practice COMMUNICATION

At all times, your practice is in control of your client interactions and mechanisms. Our team works as part of your business. Client confidentiality is a given.

Client Alerts

For those clients we do not directly meet, we'll send you monthly client performance alerts, so you can easily see how their key business numbers are performing.

Outsourced Expertise

Should your client require additional business coaching or project work, Jazoodle's panel of expert business advisors are hand picked, and matched to your client's particular business growth or success needs.

Quarterly Recap

Each quarter, 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. Aggregate reporting across key client benchmarks are standard and included

We work with a group of amazing companies

Our Advisory Support Plans

Client Report Prep

We create a standard bundle of performance reports for you , ready for your client review meetings
AUD $ Call Per Client Report Pack
  • Jazoodle Client Maintenance
  • Report Preparation
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We'll take the grunt work out of your client review preparation

Report Analysis & Meeting Prep

We analyse client performance, and provide a brief report and report pack ready for your client review meeting
AUD $ Call Per Client Report Pack
  • Jazoodle Client Maintenance
  • Report Preparation
  • Business Analysis
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We'll crunch the numbers, and prepare a summary report of your client's business ready for your client review meeting
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Client Review Ultimate

We prepare, analyse and run the client review meeting on your behalf
AUD $ Call Per Client Review
  • Jazoodle Client Maintenance
  • Report Preparation
  • Business Analysis
  • Review Meeting
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We crunch the numbers, prepare a report and reporting pack and analyse the performance of your client's business AND even run the review meeting on your behalf

Plus set up fee and Jazoodle monthly subscription costs. All prices are AUD and exclusive of 10% GST

Need More?

We work with a number of highly skilled business coaches and advisors and can introduce these to you for a specific client improvement project. We can help match your clients’ growth needs with independent business advisors and under your business and brand umbrella

“Helping small and medium businesses to succeed is our mission. We can maximise this by partnering closely with our accountant partners. We bring the financial insights to SMEs, allowing our advisor partners to apply their business building expertise in spearheading business improvement and growth. In turn, our accounting partners share in this success with us .”
Andrew Paton-Smith - CEO Jazoodle

It's time to collaborate

Please fill in the details, and we will get back to you asap and start our journey together.

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