A lot of small business owners often lack clear financial goals, which can make tracking their progress feel overwhelming.

🎯 SME Clutch is a simple goal-setting, tracking, and accountability tool designed specifically for small business owners. It connects to their existing accounting software (like Xero and QuickBooks Online) and presents key financial metrics in an easy-to-understand "tile and grid" format.

 As a bookkeeper, your expertise is vital for the success of small businesses. 

You provide essential financial guidance and support, and you are often the first person small business owners turn to when facing financial challenges. 

Partnering with SME Clutch can elevate your practice, strengthen client relationships, and drive your own business growth, while also supporting your clients goal s setting, tracking and accountability.

The Challenges Faced by Bookkeepers

Bookkeepers often face challenges, including:

• Client Overwhelm: Many small business owners struggle to understand their financial data and reports. This makes it difficult for them to set and achieve their financial goals.
• Time Constraints: Small business owners are often time-poor, making it difficult for them to focus on financial planning.
• Communication Barriers: Jargon and complex financial terms can make it difficult to communicate effectively with clients.
• Inconsistent Client Engagement: It can be difficult to keep clients engaged with their finances and actively working toward their business goals.

Why Partner with SME Clutch?

Partnering with SME Clutch can transform your practice and enhance the services you offer. Here’s how:

• Elevate Client Relationships: SME Clutch provides a simple tool for financial goal setting, tracking, and accountability. This allows you to move beyond just reporting to actively guide your clients toward achieving their goals.
• Easy Client Check-ins: SME Clutch helps you turn a 15-minute meeting into a plan for client stabilization and growth. This allows for more frequent, more focused reviews and drives better outcomes.
• Clear Communication: SME Clutch simplifies complex financial data into an easy-to-understand format. It focuses on the difference between the goal and the actual figure making it easier for clients to understand their financial performance.
• Streamlined Workflow: SME Clutch allows you to pull monthly updates with a single click and delegate clients to colleagues easily. The system also provides 13 months of historical data to identify trends and advise with confidence.
• Increased Revenue: By helping your clients achieve their financial goals, you can justify increased bookkeeping and advisory fees.
• Focus on Goals, Not Reporting: SME Clutch is designed to help small business owners focus on setting goals and achieving them, rather than just on compliance and reporting.

The Power of Goal Setting

Goal setting is a crucial element for business success.

🏆 You are 50% more likely to succeed if you set goals.
📌 You are 76% more likely to succeed if you track goals.
🔬 Having a specific accountability partner can increase success rates to 95%.

The SME Clutch solution is built around helping business owners set, track and be held accountable for their goals. 

As a bookkeeper, partnering with SME Clutch will allow you to not only review financial data but use it to set, track and achieve financial goals alongside your clients.

Why Partner?

• Dedicated Dashboard: As a partner, you get a dedicated dashboard across all your enrolled clients.
• Regular Client Reviews: Use SME Clutch to drive monthly  or quarterly client reviews and target key metrics to help your clients improve and boost your relationships.
• Easy Client Enrollment: You can subscribe on behalf of your clients or invite them to subscribe directly, sharing access with you.
• Delegate Functionality: The partner license includes delegate functionality, allowing you to allocate staff to manage multiple clients.
• Partner Database: A database of partners is embedded in SME Clutch, making it easy for users to find advisors.
• Flexible Billing: Either you or your client can pay for the subscription, whichever works best for your business.

How SME Clutch Helps Bookkeepers Thrive

Partner rewards

Build your medals by creating or helping clients within thier business

•   Bronze > 10 clients - Listed in the Partner directory
•   Silver > 50 clients - Highlighted in the directory
•   Gold > 100 clients - Featured in the directory