CEOs: Easily Model Strategic What-If Decisions Using your QuickBooks Data
Know your numbers, understand your business, plan for the future, increase profits.
What-if Scenario Modeling Lets You Know What Will Happen Based on Your Decisions
Stop guessing and see how your decisions today will affect your business tomorrow. Model what-if scenarios so you can take the course of action that will maximize profit and minimize cost.
- Can we afford this?
- Did I make the right choice on that?
- When do I pull the trigger on X (hiring, new capital expense like equipment, new product line, etc,)
- Do I let someone go and how will that affect them?
- What’s our forecasted revenue and profits for the rest of the year?
- Are we on track with our budgets?
- Which employees need additional training? How do we help them?
Save Hours of Time Trying to Get Good Insight out of Messy QuickBooks Data
Let’s face it, the reporting from Quickbooks isn’t great. And, it’s really hard to keep you data straight and categorized in a way that you can get immediate, accurate insight.
With our process, you’ll be able to have accurate reporting, targeted insights, and get answers to your most important business questions without ever getting your hands dirty in the data.
Save Tens of Thousands of Dollars from Poor Decision Making Based on Incorrect or Incomplete Data
Clean data, accurate facts, and relevant information will help you guide your business and avoid the pitfalls of making decisions in the dark.
How it Works
Step 1: Connect Quickbooks to the Data Crunch Insights Engine
After just a few minutes, our insights engine will provide you with numerous insights about how you can increase profits and decrease costs across your business, based on your own data.
Step 2: One-Hour Strategic Data Review
Our experts take time to dive deep into understanding your data and business, so we can tune the engine to pick up on insights specific and customized to the nuances of how you operate.
Step 3: We Clean Your Data
We put your data into a custom flow to ensure it’s accurate, complete, and able to forecast revenue, expenses, profits, and cash flow.
Step 4: You Get Real-Time Dashboards and Alerts
Let your data inform you where you can cut costs, where you can build profit, when you can hire, and add hard facts and insights to your most important business decisions.
Step 5: Monthly Executive Reviews to Keep You on Track
Your advisor will go through a checklist of 50 things every month prior to meeting with you and deliver the most relevant information to discuss and create action plans with you. Stay informed and accountable.
Get Started for Free
Sign up for a time to get your QuickBooks set up in the Insight Engine and get your initial insights without any cost or risk to you.
Some of Our Clients
Where We have Spoken or Been Featured
Client Testimonial: Genesis Healthcare
Client Testimonial: Five Star Painting
Get Started for Free
Sign up for a time to get your QuickBooks set up in the Insight Engine and get your initial insights without any cost or risk to you.