Who would be better placed to provide benchmarking solutions on financial matters than the accounting fraternity?

Benchmarking for Accountants & Financial Planners

Benchmarking for Accountants & Financial Planners

You are already dealing with the financial affairs of your business clients – so why not supply more?

Benchmarking Solutions can offer accountants & financial planning organisations the opportunity to improve services to their clients and build lifelong business relationships.

KEY BENEFITS for Accountants & Financial Planning include:

  • A platform – to turn existing financial information into benchmarks your clients can use as a performance management tool.
  • Client profiling - to allow your organisation the ability to connect a mixture of business clients into clearly definable groups to allow them to benchmark to other similar businesses.
  • Online portal – allowing your clients confidential access to integrated benchmark solutions at their convenience on a 24/7 basis.
  • Full business solution - enhance your traditional financial services by offering benchmarking to deliver a more comprehensive business package.

Key Benchmarking Options – deliver a fully customised benchmarking service or take advantage of our templated surveys which include Profit and Loss Surveys, KPI tracking, Business Growth Survey or any other benchmaking combination that you require.

Learn More

Benchmarking for Accountants

Benchmarking Tools

Accounting Tools

Financial Benchmarking

Financial Surveys