Elements is for Accountants

A strict, outcomes based workflow for business improvement.

Elements keeps everything on track

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Your best advice for every client

Accountants and Accounting practices love Elements' combination of a tight advisory workflow with the ability to measure and codify a practice's nuanced strategic knowledge to the benefit of their entire client base. Gone are the days when only one client benefits from successful strategies you bring to the table. Elements provides a workflow through which every single member of your team, be it a senior partner or a new hire, can incrementally deliver the best quality advice that you collectively have access to allowing you to continue to add value to your client businesses for years to come!

Customisable Reporting Cycles

Elements analyses On line sales as they happen in terms of "Active Clients", "Average Sale Value" and "Number of Transactions". Pull up "Growth" and see the trends happen in real time. Analyse by Day, Week, Month, Quarter, even Year. Now your client can respond immediately to up or down trends.

Practice Friendly Advisorship Workflows

Proven Strategy Marketplace

Configurable Notifications of Client Events

Sales Reporting Instantly see how your business is performing with notifications to Phone, Watch and Email

Automated Customer Analysis

Configurable Notifications of Client Events

Sales Reporting Instantly see how your business is performing with notifications to Phone, Watch and Email

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.

-- Stephen Blacktop, Business Learning Center