How many times have I told you that the folks over at Qvinci have done it again? Well, guess what..."the folks over at Qvinci have indeed done it again!" This time it is not so much their actual software, as it is everything Accountants need to provide Advisory Services in just 3 easy steps.
Qvinci® Software has just paved a clear path for accountants and accounting firms to provide high-value advisory services without working longer or harder. Their new simple 3-step process they call the Qvinci Turnkey Advisor Program is predicted by industry experts to disrupt the current devaluation of traditional CPA services by new technology that’s adverse to the profession.
You see, while do-it-yourself software has been making it easier for business owners to supposedly manage their own financials, the result has been a significant decline in the traditional compliance services rendered by accountants and business consultants each year. Couple this fact with the onslaught of low-priced services made available from off-shore bookkeeping entities and it's no wonder why so many accountants are looking for alternative ways of providing high-quality services to clients.
But one of the things I have heard in discussing the concept of 'advisory services' far too often is, "I'm not confident providing advisory services," or "I understand my client's data but I don't know how to approach their issues." This is where Qvinci, a leader in customizable business intelligence and automated data collection, consolidation, and mapping, comes into play. They have designed and released a revolutionary program 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.
Source: Qvinci Turnkey Advisor Program content
In simple, they have done the work for accountants... in those three easy steps by streamlining the process of reviewing the metrics of the client's financial data so as to quickly identify potentially harmful trends in their financials as well as highly favorable key performance indicators with a click of the mouse via Qvinci's Advisory Portal. Just as easily, the turnkey advisory package allows you to generate the business intelligence and reporting packages for your clients to incentivize them to seek your assistance with actionable financial insights into problem areas harming their business profitability.
Source: Qvinci Turnkey Advisory Program content
But the new program doesn't just end there, because the third step is a built-in marketing kit that allows you to spread the word via your existing and potential clients in a way that highlights the benefits of the unique services you offer under the program. Even marketing materials and examples of the types of unique reporting and documentation are part of this package to show how your firm is different from others.
One of the best things about this, Qvinci has established a team of customer support people devoted to this program, to work with Advisors to not only start them out right, but support them all along the way, and to keep working with them if there are ever any issues. And Qvinci also has plans to expand and enhance this program to increase capabilities, functionality and visibility of their 'Advisors'.
While there are programs out there that profess to give you 'advisory number crunchers', and other programs that offer to teach you 'how to consult with your clients', and still others that want to train you to 'market your services', there are none that do all three as a single package. And certainly none that do all three in a professional manner centered around the client's actual accounting data; but the Qvinci Turnkey Advisory Program does just that. It is a first of it's kind, so what else can I say but, "Qvinci has done it once again!"
You will be able to learn more about this unique program next month on August 26th when I host Charles Nagel, the Founder and CIO of Qvinci, at a special Insightful Accountant webinar* at 1:00 PM Eastern, but in the mean time you can find out more by watching this 'video' on Qvinci's Turnkey Advisor Program or head over to the Qvinci® Software website for more details.
* - keep reading Insightful Accountant for webinar details and registration information to be announced within a few days.