With Bookvalu you can offer services like financial forecasting, ratio analysis, and valuation using the skills you already have as a Bookkeeper. Simply connect your client’s existing QuickBooks online account and Bookvalu will do the rest.
By providing your Bookkeeping clients a new and valuable service, you can offer more than your competition and grow your Bookkeeping business. Bookvalu allows you to extend and leverage your skills which will enhance your value to your Bookkeeping clients.
While not guaranteed, leveraging Bookvalu to give your clients value-added services that they can’t get from other Bookkeepers will likely increase your Revenue in the long run. By providing value that your Bookkeeping clients are will to pay for, you in-turn will increase your value.
We built Bookvalu to be intuitive and easy to learn for all Bookkeepers. You will be up and running in minutes ready to give your clients actionable financial insight. While providing your Bookkeeping clients additional value, you will be learning through our built-in Knowledge Base.
We’ve made it easy to use your client’s existing QuickBooks data to gain insight into their future financial performance.
Gain insight into your client’s Income Statement, Balance Sheet, and Cash Flow Statement for the past, present, and future.
Gain visibility into your client company’s potential future financial performance by automatically generated 5-year QBO forecasts.
Analyze your client’s finances with our full suite of financial ratios including Liquidity, Profitability and Leverage ratios.
Get a range of your client company’s value using best practice valuation methodologies. Keep track of how the value of the business changes over time with historical trending.
Generate a well-designed and professionally curated financial report with the click of a button that you can share with your client – yes, one button.