Today we are pleased to announce that FORT Capital Resources has acquired a majority stake in Malartu.  About FORT Capital Resources FORT is an independent commercial finance company servicing public and private organizations in capital asset intensive industries. With the ability to service commercial finance transactions ranging from $20,000 to $10+ Million, for early stage growth companies through to the enterprise, FORT brings value to every phase of our clients development. Our Collective Vision Since founding Malartu in 2015 we’ve been on a mission to help businesses grow. From th ..read more

This post was originally published at https://www.freshbooks.com/blog/accountants-kpis-clients. Malartu is an integration partner of FreshBooks. Your first step as a financial advisor should be asking your client one simple question: What is most important to you? Making sure your employees get paid? Maintaining an average revenue per client? Growing your list of referrals? Staying above a certain balance in your bank account at all times? Asking these initial questions will make it easier to track the appropriate metrics. In addition, it will help guide your client’s business toward ..read more

A few months back I was on a call with the CEO of a fast-growing franchise (they went from 15 to 65 units last year) to learn more about the franchise’s growing pains. We spoke about the customer experience, the exceptional franchisees they had attracted, and the operational challenges they’ve faced. Then he capped off that intro with something I’ll always remember: “Look, all franchises, no matter what they’re selling, boil down to two things: marketing and analytics. Franchisees provide the business acumen... the service... the product experience... we [the franchisor] provide the marketing ..read more

As your business begins to open back up, understanding short-term cashflow is more important than ever. Lucky for you, we've put together a simple Google Sheet template to help you build a short-term forecast (more below). A short-term cash flow forecast is a forecast of the cash you have, what you expect to receive over the next few weeks or months, and what you expect to pay out.  The income statement and balance sheet you typically receive from your accountant tell a high-level story, but when we talk about short-term forecasting, we're more concerned with the individual transactions c ..read more

The foundation of aligning KPI reporting with quarterly goals is to identify the key issues your company or your client’s company is facing. If you haven’t read our earlier post, Ask These Five Questions to Every Advisory Service Client, I recommend you start there. Whether you’re a business advisor or a business owner, let’s move forward assuming you do have key challenges in mind and you’re ready to build a plan toward solving them. So exactly how do you do that?  Here are our six steps to aligning KPI reporting with quarterly goals: Work with your client to set a few clear quarterly ..read more

Have you ever wanted to report on time logged in TSheets by team? Maybe you want to see how custom expense groups compare to each other without actually changing your chart of accounts? That’s where Malartu groupings come in. Groups help you combine metrics from one or more data sources in ways that are specific to what you’re analyzing. After you’ve created groups you can easily add them to dashboards and visualize them in any way, just as you would with metrics from data sources. Here’s Sean from Malartu to show you how: Sean from Malartu walks you through an example of using custom metric g ..read more

Tracking categories in Xero and Classes/departments in QuickBooks Online help business owners see how different areas of the business are performing (such as departments, cost centers, or locations). Tracking categories and classes are powerful tools for accountants and bookkeepers to better organize client data, but they can be a real challenge to report on with the out-of-the-box reporting that comes from Xero and QuickBooks Online. That’s where Malartu comes in. Using a Xero or QuickBooks data connection, tables, and the metric picker, you can build custom dashboards from tracking category ..read more

Understanding key metrics in your service agency might be the difference between hopping on that jet to land your next client or going out of business. From AGI growth (and what AGI is) to comparing your acquisition cost to client lifetime value, Sean walks you through the FreshBooks agency executive template found in Malartu. Sean from Malartu runs through the FreshBooks agency executive template board. The data Source: FreshBooks Construction: Built without code on Malartu Time to build: 10 seconds Time to build from data integration*: 20 seconds Build this for your company ..read more

Sometimes you need to put together a high-level analysis and you need to do it quickly. For that, there are templates. Using Malartu and the QuickBoons Online Executive Template, Tim from Malartu builds out an executive financial analysis in under one minute. Tim from Malartu builds a financial dashboard for executives using QuickBooks data, in under 1 minute, with no code. The data Source: QuickBooks Construction: Built without code on Malartu Time to build: 60 seconds Time to build from data integration*: 90 seconds Build this for your company ..read more

Sometimes data needs to be organized before analysis. The Malartu groupings feature is a powerful way to organize data into meaningful buckets before using them in visualizations or calculations. Using Malartu and data from ClubReady, Jon from Malartu walks you through using the groupings feature to organize membership data. ClubReady is a popular ERP for health/wellness studios like Club Pilates, Pure Barre, CycleBar, among many others. Jon from Malartu walks you through using the groupings feature in Malartu to organize membership data from the ClubReady integration. ClubReady is a popular E ..read more