This document provides information about a financial dashboard and advisory services called Corelytics. It includes examples of client packages that advisors can use Corelytics to provide, ranging from $299 to $999 per month. It also outlines the basic process advisors would follow, which includes an initial analysis, identifying key metrics and goals, monthly reviews in Corelytics to spot issues, and facilitating regular management meetings. The goal is to help business owners better monitor their financial performance and make more strategic decisions.

1. Starter Kit
More insight. More client value
The financial dashboard to monitor client performance
Tony Lael
Executive Vice President
tony@corelytics.com

2. Starter Kit
• The Client Problem
• What Makes an Advisor?
• Value of Advisor Network
• Financial Dashboard Basics
• 3 Client Package Examples
• Basic Web Site Content
• Example Flyer
• Basic Presentation Outline
• Management Assessment Overview
• The Coach – Client Conversation
• Real Client Results (case study, infographic)

3. The Client Problem
Owners working in their
business, not on them
Owners carrying a lot of burden
No visibility on their business

4. What makes a ?
• Provide analysis for making strategic
decisions
• Serve clients for long-term by monitoring
their business and supporting them until
they reach their goals
• Monitor client accounting data and give
them a better view of trends, forecasts and
industry benchmarks

5. Value
• Save time collecting data
• Reduce the headache of
spreadsheets and reports
• Provide clients with a picture of financial
trends
• Take the guess-work out of forecasting
• A platform to track client goals
• Opportunities for lead generation
• Generate recurring revenue

6. Financial Dashboard
Works with QuickBooks and all
major accounting systems
See visual alerts when client is
off pace to hit established goals so
you and your client are on the same
page about progress
Automatically generated
forecasts for high and low growth
scenarios based on past
performance
corelytics.com/demo

7. Financial Dashboard
Track financial goals with clients to
monitor how well strategies
are working
See how staff is contributing
to the bottom line to understand
the cost of employee acquisition or
termination or build a reward system
Memorized data map helps you
save time during
configuration and beyond
corelytics.com/demo

8. Financial Dashboard
Client companies from groups opt-in
to be coached by you – manage
your clients from single log in
Premium Coaches receive roll up
dashboard to spot performance
trends across your client
portfolio (beta)
corelytics.com/demo

9. Financial Dashboard
Security Privacy
• Your data is secured with • Client proprietary
multiple layers of information will not be
redundancy and strict shared, sold or made
physical access security available to any external
including 7×24 electronic vendor or agency.
surveillance • Coach permission is
• With Microsoft Windows managed by the client
Azure, your data is before data access
protected and secure • Benchmark data does not
include information that
identifies you or your
company

10. Client Package Example 1
$299 per month Package Includes
• Identify key metrics • Initial analysis and
assessment
• Identify key issues
• Set goals on key metrics
• Prep for monthly • Monthly review in
management meeting Corelytics, spot major
issues, provide feedback
to owners – they share
with their team
• Facilitate quarterly
business reviews

11. Client Package Example 2
$699 per month Package Includes
• Bookkeeping support • Initial analysis and
assessment
• Identify key metrics • Set goals on key metrics
• Identify key issues • Monthly review in
Corelytics, spot major
• Prep for monthly issues, provide feedback to
management meeting owners – they share with
their team
• Facilitate quarterly • Facilitate quarterly business
business reviews reviews
• Facilitate annual retreat
• Provide 1 other services like
bookkeeping

12. Client Package Example 3
$999 per month Package Includes
• Bookkeeping and tax • Initial analysis and
assessment
prep support • Set goals on key metrics
• Identify key metrics • Monthly review in
Corelytics, spot major
• Identify key issues issues, provide feedback to
owners – they share with
• Prep for monthly their team
management meeting • Facilitate quarterly business
• Facilitate quarterly reviews
• Facilitate annual retreat
business reviews • Provide 2 other services:
• Facilitate annual goal like bookkeeping and tax
prep
setting

13. Basic Web Site Content
Title of Your Service
Did you know that high performing companies are more valuable for owners and employees? This
translates into a richer life for everyone involved. If your plans include the following, then you should take a
look at Title of Service
• Understand where your finances have been and are going
• Identify key financial metrics you should be monitoring
• Looking to buy another company or sell yours
• Get early warning on critical financial trends to drive business priorities
• Improve how our business performs
This monthly financial coaching package for IT, environmental, and other technical service businesses
will help you stand out and be a top-tier performer.
Title of Service is built around a facilitated management process where together we use a financial
dashboard to help you monitor your financial performance and share critical issues with your team – this
improves your management effectiveness, even if you don’t have a financial accounting background.
You’ll save time analyzing your business performance, receive help in setting and measuring goals, and
improve your management effectiveness.
Getting Started is Easy!
• Talk to one of our representatives about which service best fits your needs
• With our help, setup Corelytics and learn the fundamentals of how the dashboard works and together
we learn about how your business works and where you want to take it next.
• Then, each month we’ll help you prepare for a recommended management meeting with your team so
you can share progress toward goals and issues that need priority attention.

14. Example Flyer

15. Basic Presentation Outline
• Who Are We?
• Your Company Overview
• Key personnel
• Values and vision – to serve improvement of small business performance as example
• We Know What You’re Dealing With
– No time
– Little resources
– Little or no visibility on where things are going
• How Work with You
– Assess where you are
– Identify key metrics
– Identify goals
– Going forward: facilitate a proactive management process
• The Process
– We analyze your financial performance
– Identify key issues based on
– Help you prep for monthly management meeting
– Facilitate regular meetings (you choose)
• What You Need to Do to Be Successful
– Communicate to your team
• Financial goals
• Key monthly issues – drive priorities
• Who owns solving the problems
• Your Investment
– We have several options
• Service Package Option 1
• Service Package Option 2
• Service Package Option 3
• Getting Started is Easy!
– We provide FREE Management Assessment
– Decide which service best fits your management needs
– Contact us to learn more or get started

16. Initial Analysis/Assessment
Basic Financial Analysis Give FREE or Paid
Process Management Assessment
• Plug in Corelytics • Provide 13-point
– Review income, COGS, management self-
SG&A expenses, balance assessment to client (attached)
sheet (data map)
– Review line of business
performance
– Analyze trends and
forecasts, get big picture
• Provide 1-2 page
Analysis Summary

17. The Advisor-Client Conversation
Look at what’s happening directionally – trends,
goals, benchmarks & discuss:
– Which are high growth scenarios?
– Revenue Margin trends
– Compensation performance
– Juicy stories from the trends
– Drill into analysis for the complete story
– View by Company or Lines of Business
to see where healthy, where sick.
(there’s always one underperforming LOB)
– Spend time goal-setting, course-adjusting

18. Case Study (Using Assessment Tool)
BEFORE AFTER

19. Case Study (Using Assessment Tool)
BEFORE AFTER

20. Client Results
• Client management in
tune - proactive
2x Revenues
5x Operating Profit
2x Revenue per FTE