Are you being asked to provide more client advisory services now more than ever before?
Helping clients consider multiple scenarios can be challenging, but they've been made even more difficult in virtual meetings.
Introducing Peerview Data’s 3 Year Monthly Forecast. Here’s a quick demo showing you how you can:
- Easily get started with the trial balance data that you already collect,
- Use the on-screen solution during virtual meetings with your clients,
- Adjust any of the values in the fully-linked & interactive forecast,
- Create and save multiple scenarios, and
- Export to Excel and share the forecasts.
For more information or to sign up today, fill out the form on this page or reach out to Glenn Dunlap at 317-507-3499 or glenn.dunlap@peerviewdata.com.