Advisor Alliance articles are intended to help our audience understand the "channel partner" offerings available from vendors within the ecosystem and reader community. These are editorial pieces, not advertisements, even though some of them may seem a bit on the promotional side. Our goal is to always give you a condensed look at the offerings available that can help you grow your business, increase your skills and/or make more money.
Dryrun is a flexible cash-flow forecasting tool that allows you to accurately predict future finances based upon data from QuickBooks and/or Xero. With Dryrun you will predict when money is coming and going and when there will be money to spur company growth and reduce the risk of shortfalls. If you aren’t familiar with Dryrun then be sure to see our First Look article, check out the company website or start a 30-day free trial.
Courtesy of Dryrun
Dryrun
Now accountants, bookkeepers, and business consultants including QuickBooks ProAdvisors and Xero Advisors can build upon Dryrun in their own practices by becoming a Dryrun Certified Partner. This program certifies financial advisors in Dryrun's forecasting method and tool, helping them to offer increased value to their clients through cash flow management services. Dryrun helps Partners work within the knowledge economy giving them tools and resources to move toward advisory services and away from transactional-based and write-up services.
Courtesy of: Dryrun
Dryrun_AA_B
With industry-wide discussion on the changing nature of accounting and bookkeeping, there is no better time for accounting professionals to move fully into interpreting and leveraging client data to coach clients on risks and opportunities, using visualizations that are easy to create, share and understand.
Dryrun becomes a communication tool, allowing bookkeepers to coach their business clients to greater business growth and strength, while building the advisory capacity in their own practice – moving toward a knowledge-based role and billing strategy.
Partners complete free training on a free trial account of Dryrun software. To gain certification Dryrun Partners must complete 4 hours of video-based training. Knowledge assessments are interwoven through the video course modules. Dryrun recommends that advisors begin the process with a specific client in mind and their file in hand so they can work a real-life situation within the learning environment.
Upon attaining certification, Partners are extended a free Advanced level account for the duration of the time that they meet the certification criteria. Partners should have at least one client subscription attached to them, successfully complete the certification course, must display their Dryrun badge and link back, as well as undergo continuing education and re-certification as established by the company.
Partnership is more than just a lead generation opportunity. Partners are not only reselling Dryrun but working with their clients on-going to insure success. Partners are also teamed up with Dryrun’s concierge on-boarding which means that if the Partner’s client opts to contact Dryrun for technical or visualizations support, a record of that conversation is retained and linked to the Partner’s subscription for that client.
Partnership benefits include:
- An Advanced level Dryrun account for free (a $199/month US value)
- A 5% discount on all Client subscriptions (ranging from $49 - $99/month US) established through their Partnership.
- Advanced Dashboard for organizing Client data
- Advisor Kick-start Package
- Certification Badge (and designated URL Link back to Dryrun)
- Ongoing training and support, including
- Dryrun dedicated success team to help Partners with features and software, visualizations, and resources to convey the importance of cash flow optimization to their clients.
See their partner website for more information, or to sign-up for the Dryrun Partner Program.