How To Deploy the Right Technology To Launch and Scale Profitable Client Advisory Services

There’s a reason that even long-established accountants and bookkeepers are starting to offer technology-driven client advisory services in addition to their traditional compliance reporting. Simply

put, it’s the easiest path to higher profits without working longer or harder. According to Journal of Accountancy, “As technology performs more compliance-related tasks and CPAs shift their focus to advisory services and value-added strategic input, the prospects for profit and growth appear to be as bright as at any point in the profession’s history.” (Ken Tysiac & Jeff Drew) The presenter of this webinar, Brad Adams, President/CEO of Qvinci, and an expert revenue growth strategist, will introduce you to a 3-step process to amplify your earnings, slash wasted work hours, and establish yourself as the go-to authority your advisory clients know they can count on.

Learning Objectives:

1. Demonstrate how using advanced technologies to review precise metrics, generate actionable business intelligence, and effectively market your client advisory services can significantly reduce manual work hours while adding enormous value and profits to your client advisory offerings.

2. Show how to use the right technology to easily drill down through four layers of increasingly granular client data in seconds.

3. Provide actionable financial insights everyone understands to increase your earnings while establishing you as your clients’ Trusted Advisor.

4. Use actionable financial insights and business intelligence that color-codes Key Performance Indicators (GREEN = Favorable / RED = Unfavorable) that are proven to save tons of time and generate highly profitable client advisory engagements.

5. To use state-of-the-art accounting and business technologies to motivate clients to reach out to you – their Trusted Advisor – for corrective advice before their problems get too serious and to motivate the Trusted Advisor to proactively reach out to clients who need your help. It’s a win – win

About the speaker: Brad Adams is the CEO of Qvinci Software and is charged with formulating and

executing the mission of the company. Qvinci’s Mission is defined by a single word: EMPOWERMENT! To empower accountants and accounting firms of all sizes with near real-time access to the relevant financial and nonfinancial data, reporting, and business intelligence that everyone understands. A primary component of Brad’s role is to consult with the leadership teams of accounting firms of all sizes. Brad is known for his expertise in implementing advisory engagement programs that significantly reduce manual work hours while adding enormous value and profit to client advisory offerings.