Download The Job Costing Report Building Guide

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In this guide we walk through

  1. Focusing in on KPIs that prove ROI of services

  2. Building a three-tier pricing strategy

  3. How to connect QuickBooks Pro and Enterprise to Malartu

  4. How to collaborate with clients through annotations

  5. How to upload budget data to Malartu

  6. What to check before walking into your first meeting

Featured in this guide

Featured
156 Key Performance Indicators (KPIs) for Finance and Accounting
156 Key Performance Indicators (KPIs) for Finance and Accounting

Leading indicators best represent the business’s headlights and tell you where the company is going and what obstacles to watch out for. By the time your financial statements alert you to an issue, it’s too late, but by mixing certain operational data points with financial data you can provide leading indicators for your team to avoid pitfalls.

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How to analyze your client portfolio to find an advisory niche
How to analyze your client portfolio to find an advisory niche

Like any other undertaking, building a valuable advisory service offering means you need to make a plan.

Read More →

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