Accounting firms, managing partners, practice leaders turn to Peerview Data when:
As an accountant, you are always trying to keep moving forward with your services. When it comes to moving your firm toward a more consultative practice, however, there were some unexpected speed bumps when it came to financial consulting. After all, keeping up with the plethora of data, technology, and analytics is overwhelming- Not to mention all the time that it takes to actually consult your clients in the midst of all of this.
If you are finding yourself to be overwhelmed or disappointed with the results or the ROI of your current benchmarking provider, it’s time to call Peerview Data.
Here at Peerview Data, we strive to help create a client-centric focus for accountants through providing software with service. We provide on-site training as we help you prepare to process your clients’ data and compare it to their peers. Each of these reports are available at the firm level, practice level, and office level to better cater to the size and needs of your clientele.
We provide you with worksheets that outline red flags and recommendations for areas in need of attention. You can filter your clients’ data by industry and year for better accuracy while creating these interactive reports. Our goal is to help you become a strategic advisor, not just a tax or audit provider.
If you’re ready for real growth and real results, you should get in touch with Peerview Data today.
Peerview Data:
Better insights. Better performance.