whitepaper
 




Narrative Analysis
ProfitCents is a web-based financial analysis software suite that enables users to turn financial statements into plain language written reports. The reports use ratio and trend analysis as well as industry comparisons to analyze a business client's financial health. The reports range from 3-8 pages in length, depending on the type of report selected.
  • Use quickly (under 10 minutes) and easily
    • Accountants input client's key data
    • Sageworks automatically creates a customizable report
  • Adds value to the services offered to business clients
  • Helps clients understand their financial statements



"I see a tremendous difference between those firms that use ProfitCents and those that don't. I recommend it to all of my clients."

Ralph Meador, CPA
Managing Partner - Meador Stratton LLP
Former Peer Review Committee
Chairman for Indiana CPA Society
Credentials: Over 500 peer reviews completed
"ProfitCents is invaluable, and assists the accountant and the auditor to draw more pertinent and accurate conclusions, prepare analyses more timely, and ultimately add value to the client."

Paul Etzler, CPA
Principal - Skoda Minotti
"ProfitCents is huge in helping accountants take back the title of trusted advisor! I have seen the benefits of this in my client retention rate. It is evident that ProfitCents reports are extremely valuable because I've noticed that my clients who read them are more successful."

Paul Hense, CPA
Owner - Hense & Associates
"The more we use ProfitCents, the more our clients see us as trusted advisors, rather than just accountants."

Thomas D. Boles, CPA, CSPM
Partner - KraftCPAs, PLLC
"The customer service at ProfitCents has been perfect. Their proactive consultants always resolve any questions right away and there have never been any glitches in the system"

Richard Karpinski, CPA
Partner - Karpinski & Jacobsen PLC
"I have a group of quarterly clients who tell me they just want a ProfitCents report instead of financial statements. They would rather read a story about their business than try to figure out the numbers; I also noticed that my clients who read the reports tend to be more successful."

Tom Allwine, CPA
Owner - Thomas E. Allwine, CPA
Featured Products:

Snapshot BasicTM
Generally, Snapshot Basic is used for business clients who want a short and simple narrative report analyzing their financial position. For example, use this 4-5 page report as a starter report for business clients who may be intimidated by performance ratios. This report is also available in Spanish. View Sample  | Request more information

 
Snapshot InfinityTM
Snapshot Infinity is used in the same manner as Snapshot Basic, but it includes more ratios and fewer industry references. This product is great for a client with no clear industry match. This 5-7 page report is also available in Spanish. View Sample  | Request more information

 
Snapshot ExtremeTM
Snapshot Extreme is the most popular ProfitCents report; it includes a comprehensive business analysis with text, graphs, ratios, trends, industry comparisons, and common size statements. This 6-8 page report is used for business clients who want detailed financial analysis. View Sample  | Request more information

Also available with Snapshot Extreme:
  • Analysis for Nonprofits
  • Industry Intelligence




About Sageworks | Security | Terms of Use | Privacy Policy | Site Map             Copyright © 2012 Sageworks, Inc. All rights reserved.