Financial management software, Excel baased, PFP, Pro-Forma Plus, Revenue forecasting, business forecasting, Proforma software

Testimonials

Pendock Accounting for Practitioners

“In a word, I would call it Professional. It answers my needs for preparing professional financial statements. Also, the key thing for me, being a little vision impaired and not a computer whiz, was the kind assistance you gave me. The documentation was fine, but it didn’t include everything. It was the help I received. I’ve always wanted a system like this but [a competing product] ticked me off with their rudeness."
David Brooman: B.A., B.Th., ACCA, C.A., Ph.D.

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“You don’t have to have a lot of training :to initially start using AFP because if you’re already versed in Excel, AFP is pretty well self-explanatory. It’s very flexible.”
Melanie Rollo, CPA, Audit Supervisor, Ellsworth Gilman Johnson & Stout

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“I looked at [competing product] but the feedback from other people was that it was overkill. I needed a simple solution. I was able to hit the ground running right away. It’s easy to use. It’s also a great time-saver – all the necessary working papers are there.”
Karen Jerome, CMA, Padgett Business Service

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“Since we’re all familiar with Excel, we knew the learning curve would be less than [competing product]. We’re extremely happy. Because it’s Excel, it means it works with anything. It’s easy to export files from any software package we work with.”

Jerry Redmond, CA

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"Our office provides Notice to Reader and Review engagement services to owner-managed businesses. We have been using AFP for over 15 years and within that time frame have witnessed countless enhancements to this product that have not only kept up with changes within the profession but have improved our productivity.

If new staff is at all familiar with Excel they love AFP. The learn curve on AFP for new users broaches 3 hours at most regardless of the level of experience the individual may have. Thus, we don’t worry as much about training someone for two or three days only to lose the time and money spent on training should they decide to leave our employ.

Downloading data from Simply accounting into the specific lead sheets allows the ability to make notes on an item by item basis within the lead sheets and to document within those lead sheets the results of conversations with clients. As well we can summarize our procedures and conclusions within the lead sheet if we wish. This has proven to meet documentation and review requirements.

Pragmatically the ability to identify changes over last year by percentage and or dollar value allows the practitioner to identify areas that may need more discussion or investigation to ensure that financial statements presentation is consistent and within the bounds of materiality.

It is rare in the world of software companies to have a quality product and true personal service as offered by Pendock Mallorn. Whether we have a question about the software or suggestions about enhancements we have found their desire to assist and consider our issues first and foremost."
Richard Fulcher, CA, Gelberg Fulcher Velji

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"AFP is the backbone of our practice. It is easy to learn, flexible and all encompasing.
The support is an added plus. We have been using it since 1993 and couldn't work without it!”
Rodney N. Goetz, FCGA

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Pendock Pro-Forma Plus

“What we needed was a comprehensive model that would give us an income statement, balance sheet and cash flows for at least five years. The integration of your model – the fact that it brought all the parameters into play, gave us the control to do that, and cascaded that through the model was a real plus. It was easy to learn and more user-friendly than a lot of stuff I’ve used in the past.”
John Kovacs, CGA, MBA Director of Finance and Operations Culinary Destinations Ltd.

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“I tried building my own, but it was taking forever. Our outside accountants were using the software and that’s why I bought it. I found it powerful, intuitive and very easy to use. It has all the macros in it, everything is in it – I just had to put in the right settings. The documentation was very straight forward – just very easy to use. I’d recommend it for sure. It’s a great tool.”
Graydon Moore, CGA - Controller, Jones Feed Mills Ltd.

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“I’ve been using Pro-Forma Plus for almost 20 years, and still today the value of the product amazes me!”
Gary L. Cook, CGA Cook & Company

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“I would definitely recommend Pro-Forma Plus. It’s very simple to use and greatly simplifies the creation of complex cash flow forecasts.”
Jonathan Roberts, CA Zzoom Inc.

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“I like Pro-Forma Plus because of its ease of use, logical formatting and detailed schedules.”
Rick Gagner, CMA Rossdown Natural Foods Ltd.

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“It’s easy to use and it makes you look like a guru!”
Jahan Roohi, CGA, CFP Buchanan Rubber Ltd.

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“I most definitely would recommend Pro-Forma Plus. I like the automated cash flow calculations, its ease of use, and the fact it’s in Excel.”
Jeff Minicola, CA Capella Telecommunications Inc.

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“I would recommend Pro-Forma Plus Because I think it’s the best product available!”
Brian McCook, CA Great Bend Financial Corp.

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“I like Pro-Forma Plus because it’s user-friendly software. It was easy to learn. I particularly like the ratio analysis that’s included.”
Lon Kowalek, B.Comm., CA Lon Kowalek Professional Corporation