Advisor Guides

All of Malartu’s guides for advisors, in one place.

 

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The Ultimate Guide to Building Your First Client Boards

Guides

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The Ultimate Guide to Advising with Analytics

Guides

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A Complete Guide to Building Job Costing Reports with Malartu

Guides


Toolbox

 

All of our downloadable tools for advisors in one place


The Open-Ended Client Survey Template

 
 
Advisory Services Open-Ended Survey Template
 
 

 
 

The VTO Template for Accountants

 
 
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