Financial Management Software
Made for Consultants & Service Pros
If you are a business consultant or business services professional, you need all-in-one accounting and financial management software that saves time and helps you really understand your business’s finances so you know how to grow profit.
- All-in-one bookkeeping, invoicing and business financial management.
- Financial dashboard with actionable financial performance metrics.
- Client-value tracking so you can focus on clients that earn you more revenue.
Features Made for Business Consultants
Business Consultants Example Case Studies
All business consultants and service professionals benefit from using Flare Cloud Accounting. Here are just a few examples.
Steven – Insurance Agent
Steven is an insurance agent. Before he began using Flare, he used spreadsheets to manage his books and invoicing software that didn’t track customer value. With these separate systems, Steven had trouble understanding his business finances, couldn’t easily forecast revenue and expenses, and didn’t know which customers brought his business the most earnings.
Then, Steven Got Flare
Steven loves Flare because he can manage his business finances with one application. He does his own bookkeeping and can invite his accountant to his Flare account at tax time. With Flare’s customer revenue tracking, he knows exactly which customers earn him the most revenue, and, can see seasonal peaks and valleys so he can manage cash flow. Since using Flare, customers pay him faster, profits have increased, and he no longer has cash flow problems and can easily meet expenses each month.
Steven chose Flare Cloud Accounting because he could:
- Manage his business finances from one online application.
- Create and send professional invoices that customers pay online.
- Track revenue trends by customer so he can focus on those that bring more revenue.
- Track expenses by vendor and expense trends over time.
- See important financial metrics at a glance from Flare’s dashboard.
- Use Flare from anywhere at his convenience.
Melissa – Private Practice Legal Consultant
Melissa is a private practice legal consultant who works from her home office. She loves her work and her clients but wants a better understanding of her business finances. Before using Flare, Melissa used the “shoe-box method” of accounting – handing everything over to her accountant at the end of the month. This method was backward-looking and provided no immediate answers about how to improve her business’s financial performance.
Then, Melissa Got Flare
Melissa loves Flare because she can track client revenue and send invoices that customers pay online from a customer portal. Customers pay her faster! In just a few clicks she can see the revenue each customer brings her business over time. As a result, she now focuses on those client relationships that earn more revenue.
Melissa chose Flare Cloud Accounting because she could:
- Track client revenue and revenue-trends.
- Create and send professional invoices.
- Invite customers to pay online.
- Set up a budget in minutes.
- Use Flare from anywhere.
- Invite her accountant to use Flare.
Ian – Income Tax Consultant
Ian is an income tax consultant who works primarily with micro-businesses, freelancers and self-employed people. While doing books is NOT what Ian wants to do, he used to spend a lot of time recording transactions and fixing bookkeeping problems. Ian wanted to spend more time providing higher-value consulting services.
Then, Ian Got Flare
With Flare, Ian can manage multiple client businesses in one place. He sets his clients up on Flare and can invite them to see exactly what he sees. Flare’s automations save him time. Now, Ian can take on more clients and saves about 50% of the time he used to spend entering or correcting transactions.
Ian chose Flare Cloud Accounting because he could:
- Set up all his clients in one Flare account.
- Set up a bank connection and auto download transactions.
- Save time with auto-categorization and automated bank reconciliation.
- Invite clients to see exactly what he sees.
- Export financial reports.
- Provide more consulting services and take on more clients.