Bonvista Consulting
- Expansion of services.
Bonvista Consulting is a small accountancy firm. Mainly offering bookkeeping services to around 200 clients.
The Challenge
Expand service offerings by providing value-added advisory support to existing bookkeeping clients, increasing both revenue and client retention. Mirjana, the owner of Bonvista Consulting, frequently receives requests from her clients for financial modeling and management reporting. However, she lacked time and tools to deliver these services cost-effectively.
The Modeliks Solution
- Intuitive & error-free forecasting and management reporting
- For total company, by business unit, department, geography, project, store, etc., however the company is structured.
- Consolidate results and allocate costs to operating units to get full clarity of performance of every org. unit.
- Track actual performance vs plan and vs past periods
- Management reports to explain the reasons behind the variance.
The Results
Bonvista increased client revenue by 45% in 6 months, without adding headcount.
“My bookkeeping clients need a financial plan when they apply (or have) a bank loan. I’m naturally their first call. Larger clients ask for management reporting services to better manage their business. That’s when I began searching for a solution to deliver these services more efficiently and found Modeliks.”
Mirjana J.
Owner, Bonvista Consulting