Michelle Röse, Founder COO, and CFO of Breakaway Advising, first shared this framework at Intuit Connect. In this live follow-up session, she goes deeper on the touchpoints that deepen trust, spark conversations, and position you as indispensable — and shows how that same system unlocks upsells others are leaving on the table.
You can now analyse performance across all divisions within a consolidated group! Select default (auto) groups or create custom division groupings.
Forecasting improvements including bulk actions for drivers, increased microforecast limit, cash flow grid interactivity and more detail on downloads
A new consolidated group settings experience is here, featuring improved performance, usability and design.
A new company settings experience is here, featuring improved performance, usability and design.
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