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Business Consulting and the Entrepreneurial Spirit

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 entrepreneurial spirit...

Entrepreneurs and small business owners are a special breed. Some have started their companies from the garage of their college rental house. Others worked on their business plans and products during their spare time for years while still working full time for corporate America, dreaming of the day they’d be their own boss. They’ve got grit, guts, and a knack for taking the reins and getting stuff done.

Your business clients know what it means to work hard for everything they have. They are their own boss and they enjoy their independence. So why not offer them consulting services that are both helpful and still enable them to feel like they’re still in control?

With the Peerview Data app’s personalized message boards you can share your clients’ analytics reports discretely and securely and communicate about the results from wherever either of you are in the world. 

As their CPA, you’re in a prime position to offer your business clients consulting services. You’ve explored the ins and outs of their finances with each grueling tax season and you know their industry well. With the help of your expertise and the Peerview Data app you can help them navigate strengths and weaknesses, trends, identify and address pain points, and leverage opportunities. Not to mention with our Industry Reports you can show them how they’re measuring up to their competition and how they might be able to improve.

To watch a brief video of how Peerview Data works, Click Here


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About Peerview Data

At Peerview Data, we know you’re under pressure to provide the best advice to your clients. In order to do that you need to be able to leverage your data and put systems in place to support your growing Advisory practice. Here’s the problem: it's difficult to standardize across your firm, not all accountants are natural advisors, data is coming from several different sources, and we're often tasked with using apps that we haven't learned.

That’s why we created software that takes the frustration out of the analysis of historical financial results, provides peer benchmarks and comparative analytics, and gives you tools to consider scenarios and plan for the future. So you can get back to developing client relationships and helping them achieve their desired results. And yours!