Peerview Data would like to recognize and thank our new customer, Peachin, Schwartz & Weingardt, headquartered in Indianapolis, Indiana, for selecting us as their benchmarking, comparative analysis and practice management solution.
"Peerview Data's application was the first solution that provided us with views of all of our clients and client data. As a result, we're able to see how are clients are doing compared to their peers and proactively connect with those who need assistance," said Mike Potter, Managing Partner of Peachin, Schwartz & Weingardt.
"We place a lot of importance in getting to know our clients so that we can better assist them. We see this as a perfect way to enhance that process," remarked partner John Weingardt.
About Peachin, Schwartz & Weingardt
Peachin, Schwartz & Weingardt (PSW) advisors deliver accounting, tax, consulting and assurance solutions. PSW supports high net worth individuals, closely held businesses, non-profit organizations and provides support for financial institutions. We support clients throughout their lifecycle from emerging entities in the start-up phase to mature businesses seeking an exit or succession strategy.
About Peerview Data
Peerview Data provides comparative analytics and benchmarking solutions to accounting firms, enabling them to improve their clients and increase their engagements. Company reports 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. Group reports allow firms to analyze how clusters of companies are performing, determine what products and/or services are needed, and identify the best method to get the message to their clients.