How can Zoho Finance help managed service providers offer strategic CFO-level advisory?
Beyond bookkeeping, Zoho's finance suite equips MSPs to deliver high-level financial advisory:
KPI Tracking: Use dashboards to report on cash runway, operating margin, working capital, and net burn.
Financial Modeling: Build forecasts and scenarios using real-time transactional data.
Valuation Prep: Generate investor-ready statements, cash flow projections, and performance benchmarks.
Board Reporting: Create polished visual reports suitable for executive or board-level review.
Decision Support: Help clients with pricing strategy, cost optimization, capital allocation, and tax planning.
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