Peerview Data Insights

We recently came across this article on Accounting Web that made some excellent points about the value of retaining clients by Pete Potsos. In it, Potsos reviews how it is less expensive for a company to retain their clients than to bring on new ones. 

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"Your clients are looking for an expert to give them an edge, and if you can’t, they’ll find someone who can." -Ryan Watson

We recently came across this article that we found to be extremely interesting. Here, Andrew McAfee and Erik Brynjolfsson spotlight the way that business management has been reconstructed and made to be more innovative in recent years with the help of Big Data. 

Even as the passing days take us further and further from January 1^st and its surrounding stigma about resolutions and goals, a quick glance at the calendar and all the months to come this year still inspires ideas and optimism about what one might be able to accomplish in 2018.

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?

Name: Miles Z. Sterrett

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?

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.