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Peerview Data Insights

Investing in Preparedness with Industry Reports

Sometimes you have those potential client meetings that take you back to eighth grade speech class. Who cares if you currently have a mortgage and are married with a car that’s (almost) paid off? You’re sweating like the pubescent, nervous wreck you used to be. But why?

Meet the Team


Name: Miles Z. Sterrett

Meet the Team

Name: Cade Ankney
Topics: Meet the team

Meet the Team

Topics: Meet the team

Secure Notes & Comments Now Available Through Peerview Data

Notes & Comments are now available through the Peerview Data app!

Using big data, benchmarking and analytics to better understand your competitive strengths and weaknesses is a great way to improve your performance, but what if you have a question about what some specific insight means? Or what if there’s a matter that you and your client need to discuss and time is of the essence but schedules have proved impossible?

Topics: asset notes client relationships

Don't Miss Out On Connections This Year

The internet, joints to bones, and finding “the one”: connections are crucial in life. Connections are also crucial in business. As a CPA, a simple way to connect with your clients and make yourself more of an asset is by providing your clientele with insights and information that could benefit their business throughout the year.

Winding Down: Lessons and Thanks in 2017

As December winds down, reflection always seems to be the natural step to closing out another year. As we reflect this winter, we want to say how thankful we are for each of you this year. We want to thank all the accounting firms, lenders and individual companies that have subscribed since our launch. Things have been going extremely well and we have loved getting your feedback! Secondly, I want to share some of what we’ve learned on the journey so far:

Topics: Business Performance Small Business Business Intelligence New Years Eve new year

Pass It On: The Importance of The Insights Economy

As the new year approaches, it is smart to take a look at what experts are saying upcoming trends will be when it comes to business practices and new technologies. We came across this article from MarTech and had to share because in it, author Bonnie Crater makes the case that following data "best practices" will help you get better insights:

How To: Avoid Bringing a Theoretical Knife to a Theoretical Gun Fight In Business

It’s the classic scene that has been played out in countless sitcoms, cartoons, and movies. Two opponents stand squarely across from each other, a dramatic tension builds, then each party moves for their weapons and the quickest draw wins with a bang. In the tension we feel as we watch and wait to see who will pull their gun faster we understand the travesty that it would be for one to realize that they had brought the wrong weapon to this standoff.

Topics: westerns gun fights company preparedness

How To: Stop Driving Blind When It Comes to Your Company's Data

You wouldn’t play darts with a blindfold on and expect to hit your target every time, would you? We didn’t think so. So why are you operating your business without first making yourself aware of what your targets are or should be, and by how much you are missing them?

Topics: Business Performance Data Benchmarking