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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

Year End Client Meetings Made Easier

When Weyrich Cronin & Sorra (WCS) signed on as a Peerview Data subscriber, their plan was to provide benchmark data to the physicians and dentists that they serve in their healthcare practice. 

Topics: CPAs Accountants consulting led growth comparative analytics

Peerview Data Welcomes New Customer: National CPA Health Care Advisors Association

Peerview Data is proud to announce the National CPA Health Care Advisors Association (HCAA) has chosen us to serve as their comparative analytics provider. After an extensive selection process and comparing Peerview Data’s solution to other applications, they selected Peerview Data to provide services to the members of the HCAA.

Topics: Analytics big data CPAs Accountants

Peerview Data Welcomes New Customer - J.D. Frost & Company

Peerview Data would like to recognize and thank our new customer, J.D. Frost & Company, headquartered in Chattanooga, Tennessee, for selecting us as their comparative analytics application for their audit, tax, and consulting practices.

Topics: Accounting Software CPAs Accountants

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