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Chartered Accountants: Boost your profitability!

 

Offer an additional service to your customers by allowing them to gain financial independence thanks to an automatic savings system unique on the market: The Business Bank

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How it works ?

We carry out a free study for customers of your portfoliouille and create a small management company (Business Bank) for eachinterested professional. His function : Build up capital in a painless way thanks to automatic withdrawals from each receipt andexpenses of their business. The capital is entrusted to a private bank and a CGP/CIF pour amplification to financial autonomy.

More this side

Each client that you already invoice for their business also entrusts you with monitoring their Business-Bank

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More margin

 

All flows are automated, no entries and assignments. An unbeatable time spent / turnover ratio

More of notoriety

You highly value your consulting activity. You build customer loyalty and attract new customers

Full assisted management

Thanks to our assisted management service, your client does not have to do anything. Setting up a Business Bank does not require any additional work: Savings withdrawals and invoicing are automated. We also take care of administrative monitoring, financial support and pre-accounting (bank reconciliations, supporting documents, classification). You have access to an online interface and can transfer all data to your accounting software at any time to edit the balance sheet. The entry and control time being greatly reduced, you cantake more time for consulting, a more rewarding and profitable activity. 

Starting on a hypothesis of conversion of your portfolio of 20 to 35%, you increase your billing potential and increase the profitability of your practice by up to 100%!

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