After talking to business owners who get interested in having us build an 📝Integrated Financial Model (IFM), we request 📝"Accountant Access" to Quickbooks Online. Sometimes, the business owner will ask their accountants to provide us with access to their QuickBooks.
Sometimes, accountants may be reluctant to provide that information and just send us a PDF with quarterly or annual summary financials.
Since our focus is 📝rapidly growing businesses, annual financials obscure the 📝signals in the noise. Banks look at annual financials. We dig deeper.
The IFM gets into the data sources one by one, starting with QuickBooks Online. We use tools like Coupler.io and the modeling templates we've built to enable us to build these tools for you exceptionally efficiently. At 📝Assembled Brands, we build them to evaluate every business that applies for credit.
After we build you this connected sheet, you will have the knowledge to build, maintain, and update it yourself, and we are also happy to teach your accountants how to use and update it.