A little over a week ago I told you about the new Qvinci Turnkey Advisor Program designed to help accountants provide value-added advisory services while fully equipping them to launch and scale their new advisory practice across staff, clients, and even targeted prospects. Qvinci® is the leader in customizable business intelligence and automated data collection, consolidation, and mapping, so it's only natural that they should incorporate their software into a program to support CPA services.
Their new Program is easy to implement, and simple as 1-2-3:
- 'Review the Metrics'
- 'Generate the Reports', and
- 'Spread the Word'
Source: Qvinci Turnkey Advisor Program content
Qvinci® makes it easy to streamline the process of reviewing the metrics of the client's financial data with a click of the mouse via their Advisory Portal, so you can quickly identify potentially harmful trends in their financials as well as highly favorable key performance indicators (as shown in the example above).
The new Qvinci Turnkey Advisor Program also allows you to generate the business intelligence and for your clients via Qvinci's Automated KPI Scorecard (like the one shown in the example below) and Financial Reporting Packages. You will easily incentivize your clients to seek your assistance with actionable financial insights into their problem areas harming their business profitability.
Source: Qvinci Turnkey Advisory Program content
But a third step has been built-in into this new Program and that's a marketing kit that allows you to "spread the word" via your existing and potential clients in a way that highlights the the unique services and benefits you are offering under this program. You will even receive marketing materials and examples of the types of unique reporting and documentation as part of the package so that you can show potential clients how your firm is different from what others may offer.
And now for a major point of excitement for me personally, I get to host Charles Nagel, the Founder and CIO of Qvinci, on August 26th at a special Insightful Accountant webinar at 2:00 PM Eastern, when he and I will discuss this new program and how it can totally transform your accounting practice.
If you have been wondering how you can get started or expand your practice in terms of 'financial advisory' services this is the webinar for you. I've seen a lot of 'tools' come along for financial forecasting, and I have seen a lot of 'how to classes' be offered on what you should talk to your clients about, and even 'marketing webinars' to build your business, but never have I seen a program like this that takes all three of those elements centered around the client's actual accounting data using a one-of-a-kind tool like Qvinci®. The Qvinci Turnkey Advisory Program has changed the way we will think about 'financial advisory' for years to come.
You can REGISTER HERE for the August 26th Webinar: Introducing Qvinci's New Turnkey Advisor Program For Accountants
* - keep reading Insightful Accountant for webinar details and registration information to be announced within a few days.