A Value-Added Analysis Tool for Exceptional 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:

• Review, analyze, and compare clients' financial data.
• Track material changes in client balances to fulfill audit requirements.
• Provide aggregated financial indicators of peers or industry standards to show clients how their businesses measure up.
• Use graphs and conditional text for ratios to make financials easier for clients to understand.
• Advise both small and large clients, as well as niche clients in similar businesses (e.g., doctors, restaurants), by offering a variety of options for analysis and comparison (e.g., current ratio, revenue per customer, operating or production costs, and more).
• Add user-defined categories that can be used to track and compare specific balances for clients in a particular industry or to create custom ratios (e.g., break down sales into food and beverage sales in the restaurant industry).
• Compare your client's data against industry benchmarks provided by RMA.
• Compare your clients with others specific to their industry or region with available data provided in the new Data Exchange module.
• Seamlessly transfer client demographic and financial data from Write-Up CS® or Trial Balance CS™ to Financial Analysis CS—no data entry required.
• Import client data or industry data from a Microsoft® Excel® spreadsheet.
• Instantly access important information in a single customizable view with the new client and firm dashboards.

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