Thanks, Daniel and Gregory, for a painless conversion to the NAS! I’ve already gained actionable insights by being able to see where we measure up to the industry, especially on a few key benchmarks, and now we have a clear roadmap for getting to top profitability. I’ve never had a better picture of our financial performance, and I’m really excited about where we can go from here! Using ProfitCoach for both the conversion and their fantastic analysis is a no brainer.
Watch this video to the end to get access to the exact forecast model that we use with our PM clients.
Schedule an Implementation Diagnostic with Daniel Craig, lead author of the NARPM Accounting Standards
Here’s an overview of what we’ll cover in our NARPM Accounting Standards Implementation Diagnostic call:
- Review of your Profit & Loss Statement
- Overview of the NARPM Chart of Accounts
- Analysis of how the NARPM Chart of Accounts will work for your company
- Definitive roadmap of essential next steps toward financial clarity
Changing to a new COA is a significant decision, but thanks to ProfitCoach, the whole experience was seamless. We gave them the information and they handed me back my books, completely aligned with the new COA. The merge map they provide has been invaluable in our transition to using the new system. We didn’t have to invest our own time in the process, beyond answering some questions, and now we’re up and running with the industry standard COA! Would definitely recommend using ProfitCoach to handle the conversion. Their full conversion package with financial analysis is a GREAT value.
I was a bit nervous that the conversion would be a long process, getting in the way of the business, and that once the technical conversion was done, I’d be on my own trying to make sense of the new COA and how to use it. ProfitCoach had my conversion done efficiently, complete with a mapping report to help me get up and running painlessly on the new system. Plus they got on a call with me and walked me through how my business was performing and what steps I could take to make drastic improvements. I walked away from the Financial Performance Review with a Profitability Roadmap, that I’m TRULY excited about.
- Chart of Accounts Conversion w/ 2-Year Historical Reclassification
- ProfitCoach Comprehensive Financial Performance Report
This report provides a deep-dive analysis of your financial performance in
over 30 financial KPIs and compares your performance to key industry
- ProfitCoach One-on-One Financial Performance Review
This hour-long session explains our findings and highlights your financial
performance strengths and top three opportunities for improving
- Detailed Conversion Mapping Report
This report details how your old chart of accounts was mapped to the
NARPM® Chart of Accounts and all reclassifications that were made.
”Working with ProfitCoach was a huge leap forward in getting clarity on where I was
at relative to my growth goals. Working with them to mine my data is surfacing
opportunities that were right in front of my face but I just couldn’t see before.”