Get Back In Front Of Your Clients

Problem #2 = Transitioning from Compliance to Consulting

Have you ever wondered, "How can we get back in front of our clients?" You're not alone. Firms all over the country tell us that clients are conditioned to reach out to or respond to their CPAs during compliance seasons, but rarely are proactive about seeking advice other times of the year. 

Comparative Analytics can shift that interaction, providing ways to transition from compliance to strategic conversations, building more robust client relationships, and driving further consulting revenue.

Rather than saying: "Why don't we get together next week to see how things are going and see if there's anything I can do for you?"

You'll be empowered to say: "I've run your numbers against some industry metrics and have 3 or 4 ways I think I can help you improve your business. Why don't we get together next week to discuss?"

Peerview Data equips you to reach out to your clients with the proactive advice that they're looking for. To watch a brief video of how it works, Click Here. 

• Compare and contrast your clients with their industry peers, filtering for more specific or broader industries, sizes and locations to see what can be learned from those comparisons 
• Use reports to generate conversations that make improvements
• Establish goals for improvement and help them manage resources to reach them
• Augment your client’s staff when they fall short on capacity or capabilities 

Peerview Data provides comparative analytics and benchmarking solutions to accounting firms, enabling them to improve their clients and increase their engagements. Firms can generate company reports that provide advisors with the competitive analytics they need to optimize their clients' performance in the four areas of business that matter the most: finance, operations, marketing and human resources. Firms can also review practice reports that allow partners and practice leaders to analyze how their clients are performing, determine what products and/or services are needed, and identify the best method to get the message to their clients.