In practice

Budgeting and Planning for Accountants in Practice

Are you responsible for your clients’ budgeting and financial planning processes? Want a tool that gets them involved in the process and allowing you to guide rather than doing the work? If so, we understand the challenges you face:
  • Not enough time
  • Too many spreadsheets
  • Unavoidable errors
  • Lack of flexibility
  • Unreliable reports, forecasts and plans
  • Complicated or outdated software solutions
  • Clients unable to get involved in current processes
  • Being able to plan, forecast and budget accurately to enable your clients to make better and timely business decisions, is a real nightmare without the right tools. You don’t have time to get your head around complicated new software, which often offers expensive frills that won’t solve your problems. You need something simple to use and share with your client base but still add value to your service offerings.

    How to improve the budgeting and forecasting processes as an accountant in practice:

    Thanks to Cloud technology, accountants in practice can now choose affordable budgeting, planning, forecasting and reporting tools that improve efficiency and save money for clients but expand service offerings.

    Financial Driver is such a tool: We offer:

    • A hosted solution
    • No software to buy or hardware requirements – all you need is a standard web-browser from any internet-enabled device
    • Simple-to-learn menus that can be used by non-finance people and non-techies
    • No frills – just the basics needed for a streamlined process
    • Enable you to build your models in one place and update for all clients
    • Flexibility to adapt to your clients business models
    • Provide a tool clients can use but you can access and help provide advice.
    • Flexibility to move with your business model

    What you and your clients get:

    • More time
    • More money
    • Improved efficiency
    • More people involved in the process
    • 24/7 accessibility
    • Security
    Call us to arrange a free demo of how Financial Driver can help save time and money for your clients. Download our FREE guide: No-Nonsense Guide to Budgeting