How Evero Helps Businesses & Financial Professionals

Financial Health Assessment

Problem: Most small business owners can't interpret their financial statements to understand their true business health.

Solution: Evero analyzes your QuickBooks data and provides instant financial health scoring, cash flow analysis, and profitability metrics—all explained in plain English.

Results: Understand exactly where your business stands and what actions will have the biggest impact on growth.

Cash Flow Forecasting

Problem: Unexpected cash crunches cause business failures, even for profitable companies.

Solution: AI-powered forecasting predicts cash flow 90 days out based on historical patterns, seasonality, and upcoming obligations.

Results: Plan ahead, avoid surprises, and make confident decisions about investments and hiring.

Marketing ROI Analysis

Problem: Marketing budgets get wasted on channels that don't convert.

Solution: Evero integrates Google Analytics with financial data to show which marketing channels actually drive profitable customers.

Results: Reallocate budget to high-performing channels and stop wasting money on campaigns that don't work.

Pricing Strategy Optimization

Problem: Many businesses underprice their products and services due to lack of margin visibility.

Solution: Detailed margin analysis by product/service line with AI recommendations for pricing adjustments.

Results: Identify products to raise prices on and low-margin offerings to restructure or eliminate.

Productized Advisory Services

Problem: Delivering custom advisory work to each client is time-intensive and doesn't scale.

Solution: Evero generates monthly KPI packs, narrative insights, and action plans for every client automatically.

Results: Serve 5-10x more clients without proportionally increasing your workload.

Client Portfolio Health Check

Problem: Managing multiple clients means constantly context-switching and potentially missing issues.

Solution: Professional dashboard shows health scores across all clients, flagging those needing attention.

Results: Proactively address problems before clients ask, strengthening relationships and retention.

Advisory Service Bundling

Problem: Transitioning from compliance work to advisory services requires new offerings.

Solution: Use Evero's deliverable templates (KPI packs, action plans, meeting agendas) as the foundation for monthly advisory retainers.

Results: Justify premium pricing with tangible, professional deliverables that demonstrate ongoing value.

Problem

A farm-to-table restaurant with $1.2M annual revenue was struggling with inconsistent cash flow despite steady sales. The owner couldn't understand why some months were profitable and others weren't.

Setup

Connected QuickBooks Online, imported 18 months of historical data, and configured Evero's restaurant-specific KPIs including food cost percentage, labor cost percentage, and prime cost.

Deliverables

• Weekly food cost tracking by vendor and menu category
• Labor cost analysis showing overstaffing patterns on slow days
• Cash flow forecast identifying seasonal dips 60 days in advance
• Menu profitability analysis highlighting low-margin items

Results

• 23% increase in net profit margin over 6 months
• $47,000 saved annually in labor costs through optimized scheduling
• 15% reduction in food waste through better purchasing decisions
• Zero cash crunches after implementing forecasted action plans

Problem

A staffing and recruiting firm with 8 recruiters was growing revenue but seeing declining profits. The owner suspected operational inefficiencies but couldn't pinpoint them.

Setup

Integrated QuickBooks and configured Evero to track revenue per recruiter, placement success rates, and client acquisition costs. Added marketing campaign tracking from Google Analytics.

Deliverables

• Recruiter productivity dashboards showing placements and revenue per person
• Client profitability analysis revealing which clients cost more to serve
• Marketing channel ROI showing which lead sources produced best candidates
• Monthly action plans focusing on high-impact operational improvements

Results

• 31% increase in average recruiter productivity
• $120,000 saved by dropping unprofitable client accounts
• 45% reduction in marketing spend with higher candidate quality
• Profit margin doubled from 8% to 16% within one year

Problem

A CPA firm with 12 bookkeeping clients wanted to add advisory services but didn't have capacity to create custom reports for each client monthly.

Setup

Enrolled in the Evero Professional Partner Program. Connected each client's QuickBooks and configured industry-specific KPI tracking.

Deliverables

• Automated monthly KPI packs for all 12 clients
• Narrative insights explaining financial trends in plain English
• Action plans with specific recommendations per client
• Meeting agendas for monthly business reviews

Results

• 47% reduction in time spent on client reporting
• 35 clients now served (up from 12) with same team size
• $4,500/month additional revenue from advisory services
• Zero client churn since implementing monthly advisory packages

Problem

A fractional CFO serving 6 clients was at capacity. Each client required 15+ hours monthly for analysis and reporting, leaving no time for growth.

Setup

Joined Evero as a Professional Partner with volume pricing at $100/organization. Integrated all 6 clients with full CFO Lite features.

Deliverables

• Executive summaries generated automatically from financial data
• Board-ready reports with visualizations and trend analysis
• Cash flow scenarios for strategic planning sessions
• Centralized task management across all client engagements

Results

• Time per client reduced from 15 hours to 6 hours monthly
• Grew to 15 clients without hiring additional staff
• Revenue increased 150% while working fewer total hours
• Higher client satisfaction due to more timely, consistent deliverables