<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=428271980838921&amp;ev=PageView&amp;noscript=1">

Peerview Data Insights

Get Back In Front Of Your Clients

Problem #2 = Transitioning from Compliance to Consulting

Have you ever asked, "How can we get back in front of our clients?" If so, you're not alone. Firms across the country tell us that clients are conditioned to reach out to or respond to their CPAs during compliance seasons, but don't proactively seek advice other times of the year. 

Topics: Competitive Analytics KPIs Benchmarking Consulting Software

Turn Client Data Into Actionable Insights

Problem #1 = Data Rich, Information Poor

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. The apps firms use are fantastic at completing Audits or generating Tax returns, but that's where their utility leaves firms hanging. 

Topics: Competitive Analytics Accounting Software Benchmarking Consulting Software