BASE MEMBERSHIP
PROVIDES A STRONG FOUNDATION FOR THE NEXT GENERATION IN PERFORMANCE & FINANCIAL MANAGEMENT
The Base Membership converts accounting data into a real-time financial assessment of the business. It contains an array of modules and features designed to cover all key performance and financial measures. With a basic understanding of the charts and tables, you have a powerful financial management platform that can be fully integrated into the decision making process.
Proprietary features like Three Year Trending, Performance Zones, Target Zones, and Monitoring & Alert System provides a strong engine behind the measures. This engine becomes your trusted adviser working 24/7. For more detailed information, simply click on each line item under Value Proposition.
Once you master the Base Membership, there will be options to add new modules, features and services to the Base Membership. The new modules, features and services gives the member the ability to customize QuickFinancials to meet their specific business needs.
| Value Proposition | Annual Revenue to Monthly Fee |
|---|---|
| Manager Module | < $2 M Revenue ...... $25 |
| Ratios Module | > $2-4 M ...... $50 |
| Cash Management Module | > $4-6 M ...... $75 |
| KPI Module | > $6-8 M ...... $100 |
| Financial Assessment Module | > $8-10 M ...... $125 |
| Three Year Trending | > $10+ M ...... $150 |
| Performance Zones | |
| Target Zones | |
| Monitoring & Alert System |
Manager Module
Manager Module begins with the Income Statement. It tracks, compares and monitors financial measures that are impacted by the hundreds of drivers that run the operation. It empowers the manager to be proactive in making informed decisions that will impact the bottom line. The Manager Module is also the foundation or gateway to the other modules in the base membership providing a wider array of financial intelligence that will drive the operation to higher levels of performance.
Ratios Module
Ratios is the foundation to comparing one operations performance vs. another. There will always be a better way of doing things, and by looking beyond the walls of the business by comparing one operation to the the other; management can identify the performance gaps that drive the bottom line. With this insight, management can focus their resources in areas that have the greatest impact on the bottom line.
Cash Management Module
Cash Management Brings a whole new meaning to the term, "Cash is King." Understanding the businesses ebbs and flows when it comes to cash is critical when implementing a long-term strategy for success. Whether its creating reserves for a rainy day or establishing lines of credit to get through the downward cycles of cash flow, it all points to having visibility into the historical trends of the business, and those businesses around it.
KPI Module
KPI or Key Performance Indicators have commonly been mistaken for single measures. One KPI can have more than one"Key Result Indicator" which tells us how you have done, and a number of "Performance Indicators" which tells us what to do. The KPI will tell you how to increase performance dramatically. It is essential to identify the top ten KPIs to manage your business, and QuickFinancials has done this for you.
Three Year Trending
Three Year Trending is a great way to establish a track record in identifying the ebbs and flows of the business. Even if you are in your first year of business, establishing a track record based on weeks and months also provides an effective tool to track what is working and what is not working. Three Year Trending is also an effective method of establishing standard deviations into the analysis. Standard deviations in a snap shot will draw our attention to a given period that is out of balance with the other time periods.