The Guide to Advising with Analytics
Getting Your Account Setup
Like any other undertaking, building a valuable advisory service offering means you need to make a plan.
So you’ve bought into the idea of offering client advisory services and you’re ready to make a plan. You need to research what’s going to be most helpful, most valuable, to your clients. Rushing this process will leave the majority of your clients saying, “🤷 cool… dashboards… what do I do now?”
All Malartu accounts have parent/child relationships. When you enable Malartu Portfolios, your account becomes the parent account to all of your client accounts (child accounts).
2. How to Build Your First Client Boards
Many accountants think advisory work is just offering balance sheet ratios or asset ratios because that’s what the reporting tools of yesteryear have lead you to believe. In reality, adding value as an advisor is about understanding your client’s deepest business challenges and providing them with the data to make better decisions.
3. How to Run Your First Meeting with Malartu
Getting ready for your first advisory meeting with a new tool can be a bit daunting, so we’ve put together this helpful checklist of how the pros do it with Malartu.
For example, you’re reviewing how margins have trended over the last 12 months and there’s a particular area where the margins seem to dip. By meeting with your client in their account, you can easily adjust these block options to drill into that month, view by week or by day to see that something happened in a certain week.
4. How To Scale With Data
Scaling your advisory operations is all about repeatability and process. Repeatability in how you implement with clients as they subscribe to your advisory service. Process in how you provide unique and relevant insights to that client’s business.
How to set drive traffic to template boards and land new clients