Better Decisions
Tools, tips, & thoughts to help you build & grow your Advisory Practice
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Goals vs. Systems
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)...
Best Metrics: AR Days
Helping you understand the metrics that Peerview Data can track and why your business needs you to track them.
Be a Better Consultant with Peerview Data
Your clients have questions, you need to provide the best answers.
Best Metrics: EBITDA
Helping you understand the metrics that Peerview Data can help you track and analyze and why your company needs them.
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,...
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...
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...
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...
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?