A Value-Added Analysis Tool for Client Service
Financial Analysis CS enables you to quickly and easily analyze client financial data, compare their performance against similar businesses or industry standards, and provide clients with detailed value-added reports. By adding these advisory services, you will strengthen client relationships, encourage firm activity, and ultimately increase overall profitability.
With Financial Analysis CS you can:
- Seamlessly transfer client demographic and financial data from Write-Up CS™ or Trial Balance CS™to Financial Analysis CS—no data entry required.
- Provide clients with detailed benchmarking reports based on RMA Annual Statement Studies®.
- Use the Data Exchange Module to compare industry data from the clients of peer accounting firms who are also CS Professional Suite® users.
- Compare client data to RMA Industry data by using the ratio analysis database on more than 740 industries and based on more than 265,000 statements.
Easily compare a client to peers or to an industry standard. The Report Designer allows you to customize reports, and values automatically adjust as you make changes.
