About Financial Analysis

Each time you upload a trial balance file,
ClientLink updates your performance in a
wide range of financial metrics.

Here's how the service works:

• Login to ClientLink and upload the trial balance file for a month, quarter or year.

• You will receive an e-mail notification when the system has processed the file.
You will then be able to select a reporting period and view charts and graphs that
illustrate your company's financial trends and ratios for that period. You can view
your performance in a wide range of analysis categories and financial metrics.

• Ideally, you will make the trial balance upload your final step when you close your
books each month.

• Your Company Dashboard highlights key financial metrics and compares:
          – Current period vs. same period the previous year
          – Current YTD vs. YTD for the previous year
          – Rolling 12 months vs. prior fiscal year.
          – Average annual growth rate

• Rolling 12 Months and Prior Period Comparison are available as soon as you have
uploaded at least 12 months of data.

• You can upload historical periods to expand the view of your company's financial trends.