Peerview Data Insights

Sometimes clients can be leery about adopting new services, even if they've had you as their CPA for years now. As you try to ramp up your consulting game, you should plan to talk with your clients before and after tax season, taking time to touch on the issues they may be having and then emphasizing the different ways you can help. One asset that can be particularly helpful in these discussions is the client data you already collect. By analyzing it, you not only establish a competitive baseline you can use for yearly performance reviews, but with a tool like the one we provide, you get a readymade structure for your consulting conversations, with insights, red flags and recommendations grouped into distinct categories you can then plan to work with your clients on over time.