THE PEERVIEW DATA BLOG

Better Decisions: financial-analysis

Sep 28, 2026

The Rise of the Advisory Firm

Ten principles that will define the next generation of CPA firms.

Dec 9, 2022

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 other CPA firms have obtained consent from their clients as required by the ...

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WHITE PAPER

Building a Data-Driven Practice

A white paper by Jim Boomer and Glenn Dunlap on how CPAs can drive advisory revenue and better serve clients.

Download the white paper