Wednesday, April 1, 2020
(713) 984-8044
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Tele: (713) 984-8044
Fax: (713) 984-8048
4801 Woodway Drive, Suite 305W
Houston, TX 77056

Accountability/Measurement Minimize

Profit Picture™ is a proprietary reporting portal, comprised of customized dashboards. The dashboards create a visual and unique representation of your financial data. It is an automated way to have regular and timely feedback on how decisions are impacting financial results. Profit Picture accelerates the communication between owner and CFO and among executives and operations managers.

  • Accountability: Profit Picture helps shed light on each individual’s performance, activity, and how it relates to the company’s success or decline. It has been said that anything measured will improve.
  • Real-time performance feedback: If you have ever waited for end-of-month or end-of-quarter financials to see what the trends are, you’ll be amazed that you can have information daily that is as current as your data input can provide. Milennials want real-time feedback and Profit Picture helps to provide that.
  • Efficiency: A picture is worth a thousand words. With Profit Picture, you can grasp the relevant information when you need to know it, without having to wade through stacks of financial spreadsheets. Not to mention that you or your staff will save time in preparing the dashboards since it is all automated to your systems.

If you are ready to see if Profit Picture is right for your firm, let us know. We can set up an online demo and answer any questions you may have. We’ll help you determine what to measure and how to filter our Profit Picture criteria to work for you. This leads to a Discovery questionnaire to gather data and data sources for onboarding. Click here to get started.

Securities and investment advisory services offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser
A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only solicit, offer and sell securities and/or investment advisory services in a particular state after satisfying the licensing and qualification requirements of that state. 
States require Broker/Dealers, Registered Investment Advisers and their licensed representatives to disclose to individuals the states in which they are licensed to conduct business and to limit access to financial products and services offered by them to only those individuals in those states. 
World Equity Group, Inc. is licensed to conduct securities and investment advisory business in all 50 states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands.

This is not a CPA firm.
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