Advisor CallMarch 14

John TimberlakeSr. Account Managerjohn@corelytics.com

Kris FuehrChannel Program Managerkris@corelytics.com

Updates‐ New friction-free Advisor Program‐ “Coach” now “Advisor”‐ New Certification offering - April‐ Small Business Tour ‐ Advisor Spotlight: Loretta Hanson, Optima‐ Free Health Checks to get started! ‐ Industry opportunities‐ Q&A

For Newbies: ‐ What is Corelytics and the Advisor Network? ‐ Q&A

No more fee to join at base level (was $450/yr)

We will bill customers, you refer them

Health Checks are readily available to you

Incentives available at referral milestones

Premier offerings still available

Updated Advisor Package

Advisors are positioned as:

‐ Positioning as consultative‐ Offering health checks‐ Customer cadence‐ Commitment to continuous improvement

Small Business Tour

Selected Advisors badged “Experts”

All Advisors are welcome.

Register at www.thesmallbusinesstour.com

DISCOUNT CODE: IMSpecial20

200 customers/city, 100,000+ online

Innovative discussion & Meet-up format

SBA, Cisco, Intuit, Microsoft, Constant Contact, Concur, T-Mobile, more…

EventTopics

1. MONEY

2. CUSTOMERS

3. GROWTH

4. PEOPLE

Dates

LEG 1

Seattle

Apr 12

Los Angeles May 17

Houston

May 24

Boston

June 14

Raleigh*

June 21

LEG 2

San Francisco

TBA

Dallas

TBA

Atlanta

TBA

New York

TBA

DC

TBA

Philadelphia

TBA

Chicago

TBA

* Still need Advisors

Health Checks

‐ Great way to engage your client‐ Analyze core financial KPIs ‐ Spot troubling financial trends

Process

1. Complete

form

2. User setup

3. Report

- Sent by email in 24 hours

- Links to Guide

- Email instructions- Links QuickBooks

‐ We’ll send to you to deliver to the customer

The Report – page 1

The Report - page 2

Industries

IT Industry

• Joint marketing effort• List of leads

Breaking into new industries

• Advertising• Electrical• Engineering• Professional Services

If you belong to an association (customers), let us help pave the way with you as lead!

Q&ANewbies, please stay

Corelytic

Founded by finance professor, Frank Coker who noticed a few things wrong…

Since 2005, passionate for smallbiz– 1,000 customers, 18 industries , 26 countries – $2B in aggregate accounting tracked

Award-winning financial dashboard

New Tools for a New Climate

Small Business Owners

• Working in their business, not on it

• Expecting more from their accountants

Accountants

• Seasonal, compliance business

• Desire to offer more business advisory services– 60% want trends & benchmarks*– 65% want help applying best

practices*– 52% want consulting best

practices*

*2010, Perquest study

Corelytics Financial Dashboard

NextGen Accountants

• Compares client performance

• Offers diagnostic services• Supports strategic

decisions• Serves clients year-long• Aides in sharing

performance with client’s staff

• Gives clients a clearer view

Income Analysis for Advisors

$100,000+ annual revenue

30 Clients; 1 hour/ month

$300 per month/client

Your Service Package may include:

1. Initial assessment

2. Setup & goal setting

3. Monthly review

Benefits

• Year-long revenue• Save time collecting data

• Easy to set up and use• Share visually your

client’s goals, trends, benchmarks

• Business support • Marketing support • Peer Networking • Continuing education

Getting Started

1. Set up your FREE dashboard

2. Refer customers

3. Start offering Health Checks

Join our LinkedIn Group“Corelytics Advisor Network”

• We’ll be discussing new opportunities• You can connect with each other• Get your Dashboard questions answered

USING THE DASHBOARD WITH CLIENTS

START: Learn Corelytics

• FREE Demo account• Register for training

• Analyze your company– You experience dashboard– Speak to clients with experience– Helps your own company improve

Mail to: John@coreconnex.com

3 Things Great Coaches Do

1. Offer assessments

2. Recurring client process

3. Guide the client to their goals

1. Qualify with Assessments

• Interview new clients• Earn trust • Learn about your

client and how they assess themselves

• Provide 1-2 page Analysis Report

Results from Assessment

BEFORE AFTER

2x Revenues

5x Profit

2x Revenue/FTE

2. Have a Recurring Process

1. Analyze client performance

2. Set agenda for client discussion

3. Show the client their picture and discuss – Set Goals on Key Metrics– Watch trends, pace on goals– Identify high growth potential areas– Spot problem areas– Compensation to owners– Analyze line of business performance

• There is always a low performing LOB

Analyze Client PerformanceReview recent performance against goals

Drill down on problem areas and success areas

CombinedEach LOB

3. Show Clients the Picture & Discuss

• Review the report• Share with their staff

MAS 50, 90, 200

Integrates w/Top Accounting Software

“I can see myself saving literally days of labor by running a tool like this …”

“I can purely look at adding value not maintaining their numbers.”

“We can take the data analysis from 2 hours down to a few minutes and spend less time on tactics and more time on consultancy.”

“It’s become an integral part of our business.”

“You say it takes 30 minutes a month. I’m finding that it’s only taking me about 10.”

Advisors Are Saying…

Q&A

Thank You!

John TimberlakeSr. Account Managerjohn@corelytics.com

Kris FuehrChannel Program Managerkris@corelytics.com