Best Metrics: EBITDA

Helping you understand the metrics that Peerview Data can help you track and analyze and why your company needs them.

Business Intelligence

Become "More Consultative" Using Comparative Analytics

Let's face it. The Accounting Industry is transforming before our very eyes. The technology disruption is making itself known through automation,...

Competitive Analytics

Get Back In Front Of Your Clients

If you've ever asked, How can we get back in front of our clients?, you're not alone. Comparative Analytics can answer that question by providing...

Competitive Analytics

Turn Client Data Into Actionable Insights

One of the most common problems we hear from CPAs is that they have tons of client data but they can't do anything with it. Peerview Data is the...

Analytics

Maximizing Success: The Importance of Mid-Year Client Meetings

Mid-year client meetings play a pivotal role in client success (and yours!), as they provide the opportunity to assess progress, align efforts, and...

Benchmarking

10 Quotes To Challenge Your Thoughts About Benchmarking

Still not convinced that Benchmarking can be of benefit to you and your clients for analysis, planning, and decision-making?

Benchmarking

Provide Tangible Advisory Value - And Charge For It.

We realize you want be the advisor your clients rely on for proactive guidance that yields new billable revenue.

Benchmarking

Engagement Agreements: Obtaining Consent to Benchmark Client Data

As firms work with us to implement a benchmarking strategy, we are often asked for examples of how firms obtain consent from their clients.

CPAs

Forecasting Tips from Geoffrey Moore

Here are some great forecasting tips for an economic downturn provided by Geoffrey Moore, author of Crossing the Chasm and Zone to Win.