Optimist for Accountants

Developing and refining strategic planning initiatives from financial statement data has long been a time-consuming challenge. Today there's an easier way. With Optimist effortlessly turn the latest financial data into powerful strategies to reinforce your role as the trusted advisor and improve profitability.

• Efficiently expand engagements to include comprehensive financial analysis using consistent and standardized methodologies.
• Clearly communicate with clients and strengthen valuable relationships.
• Underscore your analysis with essential targeted reporting.
• Build recurring revenues by incorporating ongoing analysis with your clients.

Optimist will enable you to streamline or expand services, such as:

•  Business health checkups
•  Working capital management
•  Financial forecasting and budgeting
•  Succession planning and business growth
•  Credit risk assessment
•  Bank financing and annual reviews
•  Benchmarking against industry peers
•  Clients in distress
•  Going concern analysis
•  Strategy illustration
•  Due diligence and business valuations in trade sale or company acquisition
•  Assessment of tax position, to assist in financial planning and wealth management
•  Creation of realistic management accounts from tax accounts
•  Analysis of price vs. volume
•  Assess the impact of new asset purchases
•  Scenario planning, such as price changes, promotions, revenue growth vs. discounting