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Benchmarking Tools Built To Give CPAs Better Insights.

Improve Client Performance. Increase Client Engagements.

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Clients really do want more — 60% of business owners who switched CPA firms said their accountant "did not give proactive advice, only reactive service."

Use the client data you already collect to generate actionable, industry-specific, easy-to-understand performance assessments without having to:

  • struggle to find accurate, meaningful benchmarking data
  • wrestle with inconsistent methodologies used by different partners, associates and offices
  • rely on text-heavy print outs that clients don't read 

If you want to be more of a business partner and less of a vendor, use our Competitive Analysis & Benchmarking tools to drive high-impact discussions with your clients.

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Combine our data-driven analysis with your experience-driven insights to help clients identify their specific competitive strengths, weaknesses, opportunities and threats, and then work with them to figure out the best way to go forward.

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Bring client performance data together to not only separate leaders from laggards, but use those objective comparisons to identify trends you can capitalize on, correlations you can share, and collective needs you can develop firm-wide programs to address.

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With tax and bookkeeping software getting smarter, the best way to make sure you don't get outsourced is to leverage your position as a trusted advisor by providing more of the proactive, experience-driven services clients not only need, but want.1

1. The Sleeter Group

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Peerview Data has a great benchmarking tool that provides information for discussion and insights for taking action.

Phil Bounsall, CPA, President, Walker Information


Subscriptions start as low as $100/month!

~ Let us design a plan that works best for you. ~

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