Empowering CPAs with Automated Workflows and Analytics
Simplify client services and supercharge your advisory with ExitBoss, the powerful CPA software solution.
About ExitBoss
1
Streamlined Workflows
Implement ExitBoss to automate time-consuming tasks and enhance efficiency, allowing more focus on high-value advisory services.
2
Insightful Analytics
Utilize ExitBoss’s analytics to gain data-driven insights, which can inform better recommendations for clients.
3
Collaborative Platform
Adopt the ExitBoss platform to facilitate real-time collaboration and easy sharing of reports with clients and colleagues.
How ExitBoss Can Help CPAs
Financial Analysis
Effortlessly generate comprehensive financial reports, forecasts, and KPIs to provide clients with a clear picture of their financial health.
Advisory Services
Leverage ExitBoss's insights to offer strategic advice that helps clients make better-informed business decisions about their exit strategy.
Practice Management
Streamline your firm's operations, from client onboarding to project management, for improved efficiency and profitability.
Case Study: Enhancing Advisory Services
A mid-sized accounting firm struggled to provide timely, data-driven advice to clients due to manual data analysis processes. By implementing ExitBoss's Insightful Analytics, the firm automated data collection and analysis.
This enabled the firm to offer real-time insights and recommendations, leading to a 20% increase in client satisfaction and a 15% rise in advisory revenue.
Impactful Improvement
A Game Changer
ExitBoss's reporting platform transforms how you approach client consultations. The real-time data and easy-to-understand reports make your advice more impactful.
Better Together
The collaborative platform and insightful analytics will streamline your workflow and improve your decision-making process.
Streamline Financial Analysis and Reporting
1
Data Integration
Seamlessly connect ExitBoss with your existing accounting software and data sources for a holistic view of your clients' finances.
2
Automated Reporting
Generate customizable information memorandums, business valuations, market research, industry and sector analysis, competitive analysis, operational efficiency and more, with just a few clicks.
3
Powerful Analytics
Leverage advanced analytics and visualization tools to identify trends, spot anomalies, and uncover valuable insights.
Enhance Advisory Services
Scenario Planning
Model different financial scenarios to help clients make informed decisions and achieve their goals.
Personalized Insights
Provide clients with tailored recommendations based on their unique financial situation and objectives.
Collaborative Insights
Easily share reports and engage in real-time discussions with clients to ensure alignment and transparency.
Ongoing Support
Leverage ExitBoss's tools and resources to continuously monitor and optimize your clients' financial health.
New Advisory Services
Increase service offerings with business valuations, market analysis, competitive analysis, and confidential information memorandums
New Revenue Streams
Enhance client value and boost your profitability by exploring new revenue opportunities.
Client Testimonials
Hear what our clients are saying about ExitBoss
"ExitBoss has streamlined our financial reporting and analysis, allowing us to provide more valuable insights to our clients."
"The collaborative features in ExitBoss have made it easier to work closely with our clients and ensure we're all on the same page."
"With ExitBoss, we've been able to scale our advisory services and take on more clients without sacrificing the quality of our work."
Pricing and Plans
Starter
Ideal for solo practitioners and small firms.
- Basic financial analysis and reporting
- Limited user access
- $99 per month
Professional
Tailored for growing firms with more complex needs.
- Advanced analytics and scenario planning
- Unlimited user access
- $249 per month
Enterprise
Designed for large firms and accounting practices.
- Custom integrations and enterprise-level support
- Dedicated account management
- Contact us for pricing
Get Started with ExitBoss
Schedule a Demo
Experience the power of ExitBoss firsthand.
Contact Us
Speak with our team to learn more.
Start Free Trial
Explore ExitBoss at no cost for 14 days.