Accounting & Finance Professionals

Add a new dimension of offerings to your consulting or accounting practice.  Your capabilities will extend beyond historical reviews, but assist business owners in prediction and prevention.

Expand your existing service offerings; whether you use Corelytics for providing enhanced reporting or to establish an advisory practice with existing and new clients we can help you be successful using the dashboard to support your clients in new ways. 

Get a glimpse of just some of the resources we provide to our advisors in the Advisor Resource Center.

We offer your an easy way to get started with just 3 accounts.  We will share leads with you after you get your first three and we will help support your marketing efforts to help you grow. 

Evolve your practice and generate more service revenues!

Next, you can either join our Corelytics Advisor Network LinkedIn Group and/or sign our Guestbook (no obligation and it will keep you informed).

Search for Early Adopters

Work with an existing client that you can safely try on your approach. Many of the best candidates are going through some sort of change:  borrowing, hiring, firing, buying a business, looking to sell their business, establishing new partnerships or entering new markets. Use our client letter template for a sample message that you can edit and send to your clients.

Watch Frank's Mini-Conversation Starter Videos!  These video shorts might give you a few ideas about how to talk about working with a dashboard.  

Doing a demo with your client. Download the demo script below which is a checklist to have you step through the dashboard with a customer AND talk about your expertise using the dashboard:  Demo_of_demo.docx (16.28 KB)

FinD More resources for advisors including
assessment guides, presentations, and screen shots