Increase Realization Rates for Advisory, Audit and Valuation Engagements.

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  • Differentiate your firm with industry specific benchmarking KPIs to provide proactive advice
  • Streamline audits & reviews with preliminary analytics and documented expected value calculations
  • Acquire clients with easy-to-understand graphs, metrics and narrative reports that simplify complex financial information
  • Save time with data integrations and automated reports

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  • Save time while following the income, market and asset approaches to generate accurate, defensible valuations
  • Reduce human error through consistent process and analysis
  • Access valuations and client documents easily from any computer to provide high quality service
  • Create customized client reports faster to increase realization rates at your firm

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Customer Success.

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Headshot"The significance of ProfitCents as a value added service is undeniable."

Jim Lovelace, CPA
BeachFleischman PC


Win Clients

Leverage ProfitCents to attract and win wide-ranging engagements by demonstrating their expertise and value. The narrative report helps identify areas of strength and weakness, positioning MiddletonRaines + Zapata as a proactive strategic partner.


Retain Clients

The firm uses ProfitCents to create presentation-quality reports that complement their value-added services, providing clients with insight on their financial performance and deepening valued relationships, and provide additional benefits to the clients by acting as a trusted advisor.

 

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Headshot"We’re more efficient, so we can provide more value during engagements and still be profitable on the job."

Walter Pennington, CPA, CVA, CFP
President
Dembo Jones

Generating Defensible Business Valuations

A full-service firm for over 60 years, Dembo Jones, P.C., provides individuals and businesses with a wide range of accounting, auditing, tax and consulting services. The firm's valuation practice includes several accredited professionals performing valuations at multiple offices.

Building Valuation Consulting Services

Midwest Genesis, a full-service M&A consulting firm, uses Sageworks Valuation Solution to help business owners understand the gap between the perceived worth of a business and that business's true value, which helps Midwest Genesis provide additional benefits to the clients by acting as a trusted advisor.