SCORE: A Meaningful Way to Present Financial Information

Jazzit-Logo-Score-TemplatesStrategic Client Operations Results Evaluator (SCORE) provides your clients with an alternative view of their financial performance. SCORE draws on the financial data already in your CaseWare client file. The comprehensive report uses ratio and trend analysis as well as custom benchmarking information to analyze your client's business.

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.

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

 Download demonstration version of Jazzit SCORE (CaseWare 2016 format)


Jazzit SCORE Report

SCORE automatically provides a report that includes:

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