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What makes SCORE the right management report for CaseWare?

Strategic Client Operations Results Evaluator (SCORE) is a financial reporting tool that provides accountants a written explanation of the financial statements to their clients. Designed to draw on the trial balance information already in CaseWare, the comprehensive 32 page report uses ratio analysis, trend analysis, and comparative industry and custom defined benchmarks to assist in analyzing the client's business.

Providing clients with valuable and relevant advice requires access to key information. Packaging and analyzing that information takes time. SCORE pulls in information directly from CaseWare resulting in quick analytical information. SCORE is fast and easy to use. SCORE will give you valuable ratio analysis results not easily derived from the financial statements. Although SCORE is easy to use, it is technologically advanced programming in CaseView. Behind the user friendly screens is a highly sophisticated system built on years of expertise.

SCORE includes the following key features:

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

SCORE automatically provides a report that includes:

  • Liquidity ratios
  • Profitability ratios
  • Coverage ratios
  • Activity ratios
  • Expense ratios
  • Historical trends
  • Common sized financial statements
  • Comparisons to key benchmarks