Acquisition Analyst™ and Return on Investment™ eliminate the time spent on mechanical calculations and provide more time for critical and analytical analysis to help your clients make better business decisions. Its focus on cash flow, investment requirements and rate of return analysis helps you and your client understand the "economics" of contemplated business decisions.

I use MonthPro™ religiously when servicing small to medium sized clients, especially those who don’t have a full time CFO, who need fully integrated detailed budgets to manage their business or to provide to their lenders.

Using the Personal Financial Planner™ software makes providing financial planning and estate planning services much easier. With the software I am able to explain choices to clients more simply. I am able to suggest alternatives to clients and they can understand the implications of these choices. When life insurance is a consideration, the issues are clarified in a manner not normally available from an insurance agent because the true net costs of life insurance ownership are clearly shown in a format the client can understand. Implementing these choices is also a lot easier using PFP as a roadmap.