Accountants in practice

In today’s environment, it is critical that accountants move away from just tax compliance into business consulting. With Ambit Optimist, you can effortlessly turn historical financial data into tactical plans to not only build strategy with your clients, but also build their confidence in you as a trusted financial advisor.

Ambit Optimist takes core financial data from your client’s general ledger to produce an easy-to-understand 'financial scorecard'. You can then analyze this information quickly and easily, as well as model future profit, performance and cash flow scenarios to map out a financial strategy for business improvement.

With Ambit Optimist, you will be able to offer clients:

  • Business health checkups
  • Working capital management
  • Financial forecasting and budgeting
  • Succession planning and business growth
  • Bank financing and annual review
  • Benchmarking against industry peers
  • Going concern analysis
  • Strategy illustration
  • Due diligence and business valuations in trade sale or company acquisition
  • Assessment of tax position, to assist in financial planning and wealth management
  • Creation of realistic management accounts from tax accounts
  • Analysis of price vs. volume
  • Assess the impact of new asset purchases
  • Scenario planning, such as price changes, promotions, revenue growth vs. discounting
  • Management by objectives

If you would like further information, contact us at