Better Decisions
Tools, tips, & thoughts to help you build & grow your Advisory Practice
Get Back In Front Of Your Clients
If you've ever asked, How can we get back in front of our clients?, you're not alone. Comparative Analytics can answer that question by providing...
Turn Client Data Into Actionable Insights
One of the most common problems we hear from CPAs is that they have tons of client data but they can't do anything with it. Peerview Data is the...
Maximizing Success: The Importance of Mid-Year Client Meetings
Mid-year client meetings play a pivotal role in client success (and yours!), as they provide the opportunity to assess progress, align efforts, and...
10 Quotes To Challenge Your Thoughts About Benchmarking
Still not convinced that Benchmarking can be of benefit to you and your clients for analysis, planning, and decision-making?
Provide Tangible Advisory Value - And Charge For It.
We realize you want be the advisor your clients rely on for proactive guidance that yields new billable revenue.
Engagement Agreements: Obtaining Consent to Benchmark Client Data
As firms work with us to implement a benchmarking strategy, we are often asked for examples of how firms obtain consent from their clients.