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Peerview Data Insights

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 AICPA. Here are a couple of examples of the language that firms have inserted in their Engagement Agreements/Letters. 

Topics: Benchmarking CPAs AICPA engagement

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? Here are a few quotes to challenge your thinking: 

Topics: Analytics Benchmarking CPAs Key Financial Indicators comparative analytics

Get Back In Front Of Your Clients

Problem #2 = Transitioning from Compliance to Consulting

Have you ever asked, "How can we get back in front of our clients?" If so, you're not alone. Firms across the country tell us that clients are conditioned to reach out to or respond to their CPAs during compliance seasons, but don't proactively seek advice other times of the year. 

Topics: Competitive Analytics KPIs Benchmarking Consulting Software

Turn Client Data Into Actionable Insights

Problem #1 = Data Rich, Information Poor

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. The apps firms use are fantastic at completing Audits or generating Tax returns, but that's where their utility leaves firms hanging. 

Topics: Competitive Analytics Accounting Software Benchmarking Consulting Software

The ROI of Big Data, Analytics & Benchmarking #36

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Topics: Analytics big data Accounting Software Benchmarking CPAs Accounting Trends AICPA Accountants Competition ROI

The ROI of Big Data, Analytics & Benchmarking #35

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Topics: Analytics big data Accounting Software Benchmarking CPAs Accounting Trends AICPA Accountants Competition ROI

The ROI of Retention #5

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Topics: Analytics big data Accounting Software Benchmarking CPAs Accounting Trends AICPA Accountants Competition ROI

The ROI of Big Data, Analytics & Benchmarking #34

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Topics: Analytics big data Accounting Software Benchmarking CPAs Accounting Trends AICPA Accountants Competition ROI

The ROI of Retention #4

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Topics: Analytics big data Accounting Software Benchmarking CPAs Accounting Trends AICPA Accountants Competition ROI

The ROI of Big Data, Analytics & Benchmarking #33

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Topics: Analytics big data Accounting Software Benchmarking CPAs Accounting Trends AICPA Accountants Competition ROI