For coaches, advisors and agencies
Show your clients the cash and profit they are missing.
Focus on Cash is a financial optics platform. It reads each client’s Profit and Loss and Balance Sheet and shows them what their numbers mean, in plain English.
What you get
Walk in prepared
Each client’s analysis is ready before the session.
Know which client to call first
Portfolio Health marks each client Needs attention, Watch or Healthy.
The same method for every client
Fix their accounts once, and each client is worked out the same way.
Where you are now
Good clients, and a spreadsheet for each one.
Your clients’ businesses are getting more complex. The reports in Xero show the numbers, but not what they mean. That part falls to you.
- Before each review you export from Xero and rebuild the spreadsheet, or pay for a pack and wait.
- Each client’s accounts are set up differently, so gross profit means something different for each one.
- Part of the session goes on agreeing what the numbers are, before you get to what to do.
- Your smaller clients get less, because the preparation does not pay.
- Their sales grow, but profit does not keep pace. We call it Growing Broke.
With Focus on Cash
Your clients see it. You get your preparation time back.
Your fee
Part of your service, so it adds to your fee.
A client who buys a cheap reporting tool for themselves soon wonders what they pay you for.
With Focus on Cash, you hold the account and invite each client in. They see their own numbers, explained, as part of working with you.
- Your client sees where they are and what to change. They make the decisions.
- You can offer it to every client, including the smaller ones.
Their accounts
“That gross profit can’t be right.”
Most charts of accounts were set up when the business was smaller. An expense coded to the wrong place makes gross profit wrong. A dividend that is really the owner’s pay makes operating profit look better than it is.
Move any account to the line it belongs on. Tick the payroll lines so people costs count in full. Tick the owner’s own costs. Do it once for each client, and every later upload or Xero sync uses your choices.
You can trust the profit lines you talk through.
In the session
“So the business does make money.”
Many owners run their car, phone and family costs through the business. Then they wonder why it looks like it loses money.
One switch takes those costs out and shows the business underneath their pay.
The conversation moves on to what the business can afford to pay them.
Decisions
“Can we afford to put someone on?”
Test the hire in the What If. Change price, sales volume, costs or how fast customers pay, and watch profit and cash move.
Your client sees the effect before they commit to anything.
Their customers
Go past the profit line.
Average sale, how often customers buy, churn, acquisition cost and lifetime value, each with a 12 month trend. These are the numbers a sales conversation needs.
Built for a client list
Run every client, and your whole team, from one place.
Portfolio Health
Every client on one screen, marked Needs attention, Watch or Healthy, with sales, net margin, cash and runway.
Priorities
Goals, action items and notes for each client. Goals show as target lines on the sales, profit and cash flow charts.
Clients see their own numbers
Invite each client in. Each company has access for 2 people. They see only their own business.
Agencies and team advisors
Add team advisors. Choose whether they see every client or only theirs, and whether they can add their own.
Your own business too
Add your own business alongside your clients. It stays off your client lists and uses one of your places.
Every feature, every client
Nothing to unlock per client. Each client’s data is kept separate, with access by role.
Who built it
We built it because we were doing this by hand.
Focus on Cash started as the spreadsheet Mandy Walker used with her own clients. Mandy has spent 15+ years advising more than 1,000 businesses, from early stage to $50M in sales. Much of that work is financial, so she built her own financial analysis software.
The software does the analysis in seconds, the same way every time, and explains each number in plain English.
- 15+ yearsadvising founders, CEOs and business owners
- 1,000+businesses, from technology to wholesale to not-for-profits
- $50M+in sales: the largest businesses she advises
Pricing
One subscription for your client list.
Your whole team can use it at no extra cost. The price depends on how many client companies you have.
- $4,999 a year plus GST for up to 10 client companies
- $500 a year plus GST for each extra client company
- Billed once a year.
Not sure if a client fits? Tell us about them and we’ll give you a straight answer.
Getting started
Start in 3 steps.
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Fill out the form
Tell us how many client companies you have. We email you a tax invoice.
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Connect a client’s Xero, or upload their reports
Their Profit and Loss and Balance Sheet. Focus on Cash reads them and never changes anything in Xero.
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Show your client what their numbers mean
Open it in the session, and test the next decision together.
Setting up a business is quick: connect Xero or upload the Profit and Loss and Balance Sheet, and the analysis is there. If you want a hand with your first client, email us and we will do it with you.
What Focus on Cash is.
Xero keeps your client’s books, and their accountant keeps them right. Neither is set up to show you the picture, so you rebuild it by hand for every client.
Focus on Cash is a financial optics platform: complete financial analysis of a business, in plain English. It reads the Profit and Loss and the Balance Sheet together and shows where the profit and cash are.
Your clients come in through your account, so what they see is part of your service. Each ratio has a plain explanation, so clients learn to read their own accounts between sessions.
Get started
See how it fits your sessions.
Fill out the form and we will be in touch with next steps. Every plan is billed once a year, with every feature included.
Or email mandywalker9@icloud.com