At Client Powered, we believe that being proactive is always better than being reactive. That’s why we provide our QBO
integrated client health 360 feature. This feature provides an in-depth analysis of your clients’ financial health,
allowing you to identify potential issues before they become critical. By providing you with real-time insights into
your clients’ finances, you can make informed decisions and provide proactive advice that helps your clients succeed.
Our QBO integration ensures that you have access to the most up-to-date financial data. You can view balances,
transactions, and trends across all your clients’ accounts in one place. Our platform also provides an analysis of
your clients’ cash flow, profitability, and growth potential, allowing you to identify potential issues and offer
solutions proactively.
At Client Powered, we believe that this proactive approach is critical to building healthy client relationships.
By providing a comprehensive view of your clients’ financial health, we help you become a trusted advisor, rather than
just a service provider. You can explore our case studies to see how our QBO integrated client health 360 feature has
helped our clients improve their service delivery and build stronger client relationships.