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Client Card

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The most efficient way to organize your accounts receivable information

Finance Dashboard
Man

Customized solution for your business needs

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The Client Card is a robust tool that you can customize to fit your needs and management style. 

Make running your business easier

Structure

Our tool provides you with a structured financial organization.

Profitability

Our financial consulting services are designed to help you get a deeper understanding of your business' finances.

Growth

We’re also here to teach you the financial concepts required for continued growth and success.

Client Card: A financial tool. A resource you can rely on.

Bronze

$100.00
Analytical Dashboard
Data Entry Source in two formats (Client Card Form + Database)
Client User Guide
Support Table
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Taxes not included*

Silver

$260.00
Analytical Dashboard
Data Entry Source
Client User Guide
Video Tutorial
Support Table
+ 60 Minutes Recorded Coaching Session
Buy now
Taxes not included*

Gold

Excel Tool

$380.00
Analytical Dashboard
Data Entry Source
Client User Guide
Video Tutorial
Support Table
60 Minutes Recorded Coaching Session
12 Months Maintenance Subscription fee (12 hours of annual support/1 hour per month)
Buy now
Taxes not included*

Regardless of which option meets your specific needs, we’re here for you every step of the way. And don’t let our expertise in finance fool you. While we’re known as finance people, first and foremost, we are people people. Numbers are our expertise. Helping people manage the financial aspect of their business is our passion.

Gain insights into your client’s financial health

Valuable Insights

Gain valuable insights into your active & inactive clients to add value to your sales team.

Organization

Collect & organize client information so you can analyze your industry market share .

Financial Concepts

Increase your corporate financial knowledge and be more competitive in the market.

The financial tool that empowers you with important insights

Integrate Tools

Link the Client Card to your Sales Record and the analytical report lets you see exactly how much money your business is generating.

Adaptable

Choose to use the Client Card in Excel, PDF or online forms by recreating your Client Card into various formats.

Customizable

The Client Card comes in 2 easy to use options, an Excel spreadsheet that can be sent to the client and a database to be used internally and integrated with other tools.

What Our Customers Say

Shannon Teemull
Shannon TeemullOwner - ShMarTee Co.
5/5

Since I started working with Anira and her company, Spring Management Academy, my life has changed for the better. I used to be so disorganized and completely overwhelmed with my financial accounts and keeping track of expenditures and revenue. I have never felt more in control and empowered than I do now that I work with Spring. In my humble opinion, this company is the best company in the market today for organizing a businesses financial accounts and analyzing the data in order to maximize the productivity and profitability of that business. It is truly an AWESOME company! Thank you very much for everything, Anira and Spring Management Academy!

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Arina Santos
Arina SantosOwner - CIA do Algodão
5/5

Great problem-solving. Understanding of the demands and doubts presented. Agility in returning these demands. Adaptation of the specific needs of each segment that I requested. Spring supplied me with material, spreadsheets, and graphics easy to understand. Through Spring’s services, I have had the pleasure of working with information and data for the management and financial structuring of my business. I’m enjoying this opportunity!

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Shannon Teemull
Shannon TeemullOwner - ShMarTee Co.
5/5

Since I started working with Anira and her company, Spring Management Academy, my life has changed for the better. I used to be so disorganized and completely overwhelmed with my financial accounts and keeping track of expenditures and revenue. I have never felt more in control and empowered than I do now that I work with Spring. In my humble opinion, this company is the best company in the market today for organizing a businesses financial accounts and analyzing the data in order to maximize the productivity and profitability of that business. It is truly an AWESOME company! Thank you very much for everything, Anira and Spring Management Academy!

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Not sure if it is the right product for you? Get in touch with us! Fill out your information to request a demo.