- One place to store all vital business data
- Easily store prospects and simple action plans
- Quick access to closing and income totals
- Builds monthly and annual expense reports
- Tracks mileage for IRS and mileage reimbursement
- Automatically builds your P&L in IRS Schedule C format
This Leads To...
Orientation
- Exposes where you are wasting time
- Exposes where you are wasting money
- Defines best and worst referral sources
- Clarifies best and worst advertising venues
- Reveals seasonal trends
Which Leads To...
Optimization
- Easily builds a business plan
- Helps you reconcile your results with your business plan
- Guides you to work more with best referral sources
- Helps you avoid or coach up poor referral sources
- Guides you to spend more resources with your best advertising venues
- Helps you avoid poor advertising venues





