Elevate your business with the Corelytics Advisor Network.

The Corelytics Advisor Network  includes QuickBooks Pro Advisors, CPAs, Bookkeepers and Financial Consultants who want to offer ongoing advisory services to their clients. Using Corelytics, Advisors monitor their client’s financial performance, then use that data to provide strategic counsel that helps accelerate financial performance and profitability.

If would like to become a coach, contact us or join in our monthly Advisor Call. You can also join our Advisor Network Group on LinkedIn to connect with us or with othr coaches.

Benefits include:

• Earn more revenue yearlong.  With just 30 clients and one hour each month (assuming a monthly fee of $300), you can earn over $100,000 a year
• Access  meaningful client accounting data in no time.  Your administrative view gives you an immediate dashboard view the moment they update their accounting system
• Give your clients better service and earn a better reputation.  With the insight you gain instantly from our visual dashboard, you can drill down and get right into the root cause of performance issues making you look brilliant.
• Business-building support and education. When you succeed, so do we which is why we help you with periodic promotional offers, visibility at conferences and events along with regular aggregate data insight (infographics) that you can use to write whitepapers or social media posts to attract new or retain existing clients.
• A peer community of the new breed of accountants.  Become part of the accountants and CPAs who see the new way of seeing the financial picture, share best practices and take the journey together.

Interested in becoming a Corelytics Advisor?

Sign up and start a pilot program for selling your services and using the dashboard.  We’ll handle the initial customer setups until you are ready.  We’ll send you a Starter Kit to guide you through the process of growing your business with us.

“Corelytics is an outstanding tool for industry consultants to use to diagnose, prescribe, convey, remind, monitor and review the client’s ultimate – bottom line! – status. It’s also a perfect way for consultants to convey their value and generate follow on work.”   
- Paul Dippell, CEO Service Leadership, Inc.

See our event calendar where you can meet up with us in person or on a webinar.