Moribund clients don't pay their bills. Have you considered doing something to help?
Elements is a first-of-its-kind tool that equips Accountants, Bookkeepers and other Financial Professionals to help their clients improve their businesses rather than reporting on their slow decline.
Isn't it time to help improve your clients instead of exhausting yourself chasing the bad and the dying?
Elements combines an easy to understand workflow with automated analysis, rich notifications and a whole lot of support and education to help you succeed and your clients thrive.
Focus on the actionable
Elements expresses all of its tracking, planning and visualisations using numbers that are deliberately easy to understand, communicate and build strategies around.
Laser Target Your Market
Elements uncovers the wealth of information inherent in the sales process as captured by transaction records. Elements reveals the information hidden by the compliance processes to the direction setters in real time at their fingertips.
Never miss a beat
Elements allows you to configure your triggers and notifications that will be automatically sent during important business events to a variety of different channels.
-- Stephen Blacktop, Business Learning Center
Whenever I go to seminars conferences, the talking heads have been saying for a couple of years that we need to transition to advisors. What no one has ever said is how on earth they expect us to do it!? I believe Elements is that answer.
Simple, scalable pricing
All new accounts start with a 14 day free trial so you can get started risk-free!
Monthly or Annual Subscriptions
Elements pricing scales based on the number of businesses in your account, making it easy to keep your business profitable while you help get your clients there too.
Unlimited Team Members
Live Data, Notifications & Insights
Analysis Tools & Workflows
Education & Community Support
Your first 5 clients just
News, Insights and Musings from the Elements Team...
How To Calculate "Active Clients"
You have to measure the number of "Active Clients" to know if they are increasing or diminishing. You have never done it properly. Here is how to calculate "Active Clients" for meaningful analysis leading to effective marketing strategies.
Two Principles Behind Elements: Three Handles of Income and 80:20
You have to measure the number of "Active Clients" to know if they are increasing or diminishing. Here is how to calculate "Active Clients" for meaningful analysis leading to effective marketing strategies.