Tailored implementation support for advisors and businesses

Cost effective setup and training delivered by a CA qualified accountant.


Although we have wizards to guide you through the setup, we have a CA qualified expert who can help get you quickly up to speed and maximise the benefits.

We can help the external advisor or the internal finance person to:

  • Understand the key concepts of a rolling 4-way forecast.
  • Setup the file efficiently and accurately.
  • Understand the analytical tools to identify areas to maximise business performance.
  • Import actual results and monitor profitability & cashflow.

Enter your # entities (eg company) and employees below for indicative pricing

# Entities:
# Employees:
Price: $0/mth. (excl GST) over 3 months

During the trial process, you can request a free 30 min meeting by clicking on the button "Implementation Support".

During the meeting, we will discuss your needs and confirm the pricing. There is no obligation to proceed.

If you choose to proceed, we will then help you setup the file, undertake the analysis and monitor the results. Typically there are 4 training sessions and phone/email support over a 3 month period.