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Optimist for Accountants
Developing and refining strategic planning initiatives from financial statement data has long been a time-consuming challenge. There’s an easier way – with Optimist – effortlessly turn the latest financial data into powerful strategies to reinforce your role as the trusted advisor and improve profitability.
Opportunities
- Efficiently expand engagements to include comprehensive financial analysis using consistent and standardised methodologies.
- Clearly communicate with clients and strengthen valuable relationships
- Underscore your analysis with essential, targeted reporting.
- Build recurring revenues by incorporating ongoing analysis with your clients.
Optimist will enable you to streamline or expand services, such as:
- Business health checkups
- Working capital management
- Financial forecasting and budgeting
- Budget vs. actual performance analysis
- Succession planning and business growth
- Credit risk assessment
- Bank financing and annual reviews
- Benchmarking against industry peers
- Clients in distress
- Financial stress testing
- Going concern analysis
- Strategy illustration
- Due diligence and business valuations in sale or acquisitions
- Creation of realistic management accounts from tax accounts
- Analysis of price vs. volume
- Assess the impact of new asset purchases
- Scenario planning such as price changes, promotions, revenue growth vs. discounting
- Business specific key performance indicator measurement
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