Financial Modelling Tool for Accountants
Providing accurate and up to date financial forecasts for your clients can be the key to their success. Brixx gives you the tools to deliver the information they need exactly when they need it.
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Who can use this Brixx template?
- Accounting firms
- Bookkeepers & admin staff
- Account managers
Brixx is highly accessible for:
- Anyone with an understanding of the overall business
What are the benefits to accountancy firms?
- The template accurately mirrors a current business model, encompassing all aspects of sales and services
- Simple and user-friendly, featuring clear and easy-to-read results and graphs
- See the how additional income streams effect objects like loans
- Instant feedback exploring different financial scenarios, e.g. special sales campaigns
Thinking big!
- Comprehending the impact of sales on overall profit
- Demonstrating potential earnings to secure additional funding, such as bank loans
- Preparing in advance for lean periods, like the winter season
- Planning resources for overhead costs, including new hires
- Budgeting for new businesses or locations
How to use the accounting template
The components of your accountancy firm
Every component that your accountancy firm might need has been included in the Brixx template. This includes from sales, costs, and the assets of the business. Every part of your business can be modelled in Brixx and you are able to add or modify the structure with ease, reflecting the true reality of your business.
Adding data to your forecast
For each component, you will input a forecast covering the next three years. Sales forecasts will detail unit prices and quantities, while the costs of sales and OTR costs will be automatically calculated based on your projections.
Explore comprehensive reports in Brixx
Brixx models automate double-entry accounting, allowing you to focus on understanding your business. Brixx generates comprehensive 3-way reports (cash flow, profit & loss, and balance sheet) and a financial dashboard based on your model. You can drill down into each report to explore the source of your financial data.
Comparing your firm's actuals against your forecast
Track how your business is doing each month by comparing your forecast with actuals for each type of sale and cost. You’ll quickly see where you’re performing well, and which areas of the business need attention. Use this information to inform your forecasts, increasing the accuracy of your planning.
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"Brixx is a fab product. It’s been enormously valuable for us."
Peter Wood, Accounting Servies for Business (ASfB)Financial projection software for accountants
Your clients are experts in their businesses, but when it comes to making the right financial decisions to take their business forward they look to you to provide the expert opinion they need. With Brixx, you have access to a powerful set of financial modelling tools designed to generate clear, accurate forecasts efficiently and effectively.
With over 20 years of expertise in business planning and modeling, Brixx delivers reliable results that you can trust. This allows you to offer clear, confident advice supported by solid data. Additionally, your clients will feel assured that they are charting the right course for their business’s future.