Each time spring rolls around I can expect a flood of newspaper and magazine articles about spring cleaning and organization to pop up amongst the normal news and articles. New crazes like minimalism and tiny homes challenge the general public to evaluate what they really need within their home and to purge the rest. Other articles give quick tips on how to best store the things you own so that everything has a place and clutter is eliminated.
To designate a place where you know where things are and won’t lose track of them is not a bad idea. But it doesn’t have to stop with your home. Have you ever thought of doing this with your clients’ data?
As a CPA you have an abundance of data from your clients. Each tax season adds more and more and throughout the year much of it just sits in the archives, unused.
With the Peerview Data app, you can store your clients’ data in one place and use it to help them better their businesses. Through our app you can offer year-round consulting services to your clients as you analyze, benchmark, and help them reach their financial goals.
Keep your clients’ data organized and ease into the world of consulting? Peerview Data just upped the ante on spring organizing.