What is $COPE IT! Software?

It's no secret that the central focus of a traditional business owner / accountant relationship is financial information. Sadly, for many firms, the financial statement is the only focus.

"When all you have is a hammer, all your problems look like a nail."

No one knows who made that statement originally, but they were probably referring to accounting firms and financial statements. More often than not, clients already know how their numbers will look on their financial statements.

What they don't know is how to change the results when they are heading in the wrong direction. That's when they expect their accountant to step up and go beyond the numbers - to help them not only understand the business behind their numbers but to help them decide where to make changes going forward.

This disconnect between client expectations and the services they receive means that firms have a responsbility to broaden their perspective. They must look beyond traditional financial information to all areas of their clients' business performance.

At the end of the day, the role of the accountant is "To Improve the Quality of Information for Decision Makers." In order to provide the very highest level of decision support for clients, firms need to take traditional financial information and look at it from a non-traditional perspective. The Mentor Plus^® $COPE IT!^tm Software program lets you do just that.

This unique software supports the client centric practitioner by creating a clear link between activities and outcomes. It serves as a bridge between the traditional financial discussions you've had in the past and the future-focused, planning-oriented discussions your clients are starving for. 

$COPE IT!^tm is not like any other back-office analytical software you may have seen. It is designed specifically for face-to-face discussions with your clients. Although it will produce some very robust reports, its real value lies in the interactive dialogue that happens between you and your client. When your client asks you, "if I made a profit, where is my cash?" Wouldn't it be great if rather than just talking, you could educate him using his own numbers in a very simple and straightforward manner? By just making a few changes to his information in $COPE IT!, you will be able to show your client the link between the Income Statement and the Balance Sheet - and a picture is worth a thousand numbers. We refer to this discussion as Financial and Business Fluency.

How many times have you tried to dispell the fallacy that growth always equals profit? 

 Again, wouldn't it be great to take the conjecture out of the discussion and plug in real numbers so your client can wrap his head around potential outcomes? It is the interactive "what-if" capability that makes this sofware so powerful. In addition to transforming financial information into a valuable management tool, $COPE IT!^tm software includes the Mentor Plus proprietary $COPE Dashboard. No other software facilitates such a broad and meaningful discussion about all the activities that can make or break a client's business. The software is one of many tools that compliment the Mentor Plus Mind Set and Skill Set that is achieved through our training programs.