Menu

For coaches and advisors

Your whole client list. One flat price.

Per-company platforms charge for every business you advise. Focus on Cash charges one flat price for your whole client list, so the cost doesn’t grow with every client you add.

The numbers for 10 clients

$25K

A year on a per-company platform, for 10 clients

$10K

A year on outsourced spreadsheet analysis, for 10 clients

$2,400

A year on Focus on Cash, for up to 10 clients

How it works

Set up once. Use it every session.

  1. Add a client

    Connect their Xero, or upload their Profit and Loss and Balance Sheet.

  2. Map their accounts once

    Accounts are sorted automatically. Change any of them once, and every later upload uses it.

  3. Invite them in

    Each client company gets access for 2 people, and sees only their own numbers.

  4. Prepare and track

    Session Prep summarises each client before you meet. Goals track live against their monthly numbers.

What you get

One method for every client.

Every client gets the same analysis, worked out the same way. When their numbers change, nothing needs rebuilding.

  • One Client Hub for all your clients, with notes, actions and goals.
  • Goals drawn as target lines on the sales, profit and cash flow charts.
  • Owner expenses in or out, to show the business underneath.
  • Each client's data kept separate, with access by role.
  • Every feature included. Nothing to unlock per client.
Client Metrics table: average sale per client, order value, purchase frequency, churn, retention, acquisition cost and lifetime value, each with a 12 month trend line.
Client Metrics. Average sale, order value, how often clients buy, churn, acquisition cost and lifetime value, each with a 12 month trend.

See more of the app

See it first

See your business clearly.

Mandy Walker, the founder, will walk you through the platform and answer your questions.

Email to book an advisor walkthrough Ask a question first