Benefits & Features
Supported by award-winning-service
Financial Analysis
Win and Retain Top Clients
through advisory service offerings that help differentiate your firm
Empower Business Clients
by providing a narrative financial analysis to support better decision making
Industry data
Benchmark Business Clients
to show how they compare to peers in their industry
Win New Clients
by demonstrating expertise in their industry, trends, and challenges
Audit & Reviews
Streamline Preliminary Analytics
to improve pre-audit planning and risk assessment
Increase Consistency and Speed
with ratio analysis, documenting calculations, and reporting
Projections
Expand Your Practice
to include business forecasting services
Help Clients Plan for Future
by providing them with "what-if" scenario analysis
About Sageworks
Sageworks develops financial analysis and risk management solutions, powered by one of the largest databases of private-company financial information.