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Small Business Clients, Competition, and You

Small Business Clients, Competition, and You

Technology has enabled people to follow their dreams and start their own businesses. No longer something that is notoriously expensive or inaccessible, these tools have enabled people across all industries to get out from under the thumb of big corporations and become their own bosses.

Living in the age of the entrepreneur means competition is fierce and your small business clients are daily fighting for survival. Their livelihoods hang in the balance of whether or not they are good enough to beat the other companies in their often saturated markets. As a result, many of your business clients live in a panicked state of uncertainty.

But they don't have to. 

Part of your job as your business clients' CPA and advisor is to help them understand how they compare to their peers. Are they doing better? Worse? Just about average? This is the exact kind of analysis can automatically be done with Peerview Data. All you do is upload your clients' financial information and we do the rest, turning raw company data into readable, sharable, actionable business intelligence you can use to help your clients thrive.

To watch a brief video of how it works, Click Here

About Peerview Data: Peerview Data provides comparative analytics and benchmarking solutions to accounting firms, enabling them to improve their clients and increase their engagements. With just a few minutes of set up, 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. 


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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!