Financial forecasting is a critical part of business planning. However, not all forecasting approaches are created equal.
Learn how to help seasonal businesses maximize profits year-round with strategies for cash flow, equipment management, and prepayment optimization.
Discover how financial advisors can enhance value for winery clients by focusing on goals beyond financials, with expert insights from Geni...
Unlock the secrets of profitability for your clients with key metrics like EBITDA and ROE, practical workflows, and insights to boost financial...
Master Growth Metrics to help clients spot issues, set targets, and improve profitability. Guide them to sustainable success with actionable insights.
Boost clients' financial stability by optimizing leverage metrics. How to spot red flags, assess risk, and guide them toward growth with practical...
Improve liquidity with practical strategies and metrics. Helping liquidity strengthens financial stability and enhances your CPA advisory role.
Optimize cash flow and vendor relationships with better Accounts Payable Days. Learn how CPAs can help clients improve financial health and...
Boost profitability and financial health with Net Income Growth Rate. Learn how CPAs can help clients identify growth opportunities and improve...
Quick Ratio is a powerful metric for CPAs to keep an eye on. It provides a clear picture of liquidity and the company’s ability to cover its...
Learn how to track Customer Growth Rate (CGR) to measure your business expansion, identify growth issues, and optimize strategies for better client...
A CPA’s guide to understanding and improving Gross Margin to boost client profitability, optimize costs, and strengthen your advisory services.
Master restaurant finance with insights on managing COGS, labor costs, and dynamic pricing strategies for sustainable success. Learn from hospitality...
Unlock the secrets of nonprofit financial statements and learn how footnotes reveal the true story of an organization's mission and impact.
Gain essential insights from Dan Rutherford, CPA, on the Best Metrics podcast about mastering financial management in transportation and logistics...
Discover key financial metrics and strategies to help healthcare practices navigate Medicare cuts, inflation, and regulatory pressures. Read our...
Discover crucial financial metrics for success in the Tech and SaaS industry. Explore COGS, Customer Churn Rate, The Rule of 40, and more.
Discover key insights from Kenya Brooks, CPA, on the Best Metrics podcast about navigating today's real estate market challenges, financial...
Learn how EBITDA can help CPAs assess financial health and how Peerview Data benchmarks EBITDA against industry standards for insightful client...
Unlock financial success in healthcare with smart advisory strategies on profitability, debt management, AR optimization, and growth—tailored for...
Discover the hidden lever for boosting profitability: value-added revenue. Learn how this powerful metric can enhance business performance across...
Discover key financial metrics and strategic planning tools for property management and development. Learn how CPAs can guide clients through P&L...
Simplify your workflow with Peerview Data's enhanced customizable graphs! Transform raw data into client-specific insights quickly and efficiently.
How CPAs can enhance client advisory services in transportation and logistics and drive consulting revenue with insightful financial metrics.
Discover essential metrics for CPAs advising Manufacturing clients. EBITDA, employee retention, inventory turns, and more insights!
Helping you understand the metrics that Peerview Data can help you track and analyze and why your company needs them.
Helping you understand the metrics that Peerview Data can help you track and analyze and why your company needs them.
From financial insights to actionable strategies, discover how mastering cost of turnover is the key to unlocking a thriving and cost-efficient...
Helping you understand the metrics that Peerview Data can help you track and analyze and why your company needs them.
As a CPA you're in a great position to offer consulting services to your small business clients. And you can do it in a way that still encourages the...
Small Business Clients, Competition, and You
In this day and age you've GOT to be efficient. Peerview Data can help.
There's a world of competition out there...Who's helping you stand out from the rest?
One thing that I find in common with CPA firms is that they expect to see strong growth in their Client Accounting and Advisory Services (CAAS)...
Helping you understand the metrics that Peerview Data can track and why your business needs you to track them.
Your clients have questions, you need to provide the best answers.
Helping you understand the metrics that Peerview Data can help you track and analyze and why your company needs them.
Let's face it. The Accounting Industry is transforming before our very eyes. The technology disruption is making itself known through automation,...
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...
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...
Mid-year client meetings play a pivotal role in client success (and yours!), as they provide the opportunity to assess progress, align efforts, and...
Still not convinced that Benchmarking can be of benefit to you and your clients for analysis, planning, and decision-making?
We realize you want be the advisor your clients rely on for proactive guidance that yields new billable revenue.
As firms work with us to implement a benchmarking strategy, we are often asked for examples of how firms obtain consent from their clients.
Here are some great forecasting tips for an economic downturn provided by Geoffrey Moore, author of Crossing the Chasm and Zone to Win.