SCORE: A picture is worth a thousand words

Jazzit-Logo-Score-TemplatesStrategic Client Operation Results Evaluator (SCORE) helps your clients understand the performance of their business in an approachable format. SCORE draws on the data already in your CaseWare client file to build a comprehensive report quickly. Analyze your client's business using key ratio and trend analysis as well as custom benchmarking information.

Providing your clients with valuable and relevant advice requires access to key information. Packaging and analyzing that information takes time. SCORE pulls information directly from CaseWare resulting in quick analytical information. SCORE will give you valuable ratio analysis results not easily derived from the financial statements.

Jazzit SCORE Template Package

SCORE includes the following key features:

  • Value added service to your clients
  • Customized management report to share with clients
  • Comprehensive ratio results and charts
  • Automatically generated graphs showing historical trends
  • Enter your own custom-defined benchmarks
  • Optional area to create client specific recommendations



Jazzit SCORE Report

SCORE provides key performance indicators:

  • Variance from expected expenses
  • Liquidity ratios
  • Profitability ratios
  • Coverage ratios
  • Activity ratios
  • Expense ratios
  • Historical trends
  • Comparisons to key benchmarks