Murph is back for this Fall's Insightful Accountant Future Forward event and he is hosting a webinar today (9/24/24) about Growing Your Practice with Advisory Services in 3 easy steps. THIS EVENT IS OVER. VIEW THE RECORDINGS ON OUR YOUTUBE CHANNEL - Insightful Accountant - YouTube
This webinar explains how you can use the 3-steps of the Qvinci® Turnkey Advisory program to expand and enhance your Advisory Service offerings in a clear and concise way that will lead to enhanced profitability for your firm and make you a 'hero' with your clients.
Qvinci's Turnkey Advisory Program provides you with the information you need to quickly and accurately diagnose your clients' financial situations using the Qvinci Advisory Portal that incorporates 'Red' (for bad) and 'Green' (for good) parameters (including 10 key business ratios) of the financial health of a business. That means you can quickly identify those clients who need your attention, and provides you with the information you need to convey as part of your advisory services so that you can help those clients turn around their situation.
Source: Qvinci Turnkey Advisor Program content
The the Qvinci Turnkey Advisory Program provides meaningful reports for your clients. One of the most significant of these is the Qvinci’s KPI Scorecard (like the one shown below) which provides a natural pathway between you and clients for Advisory Services to discuss their financial situation using the same Red and Green indicators to catch their attention to areas of need. That's when you can step-in to help them bolster revenues, trim costs and expenses, and avoid further situations that can unexpectedly risk their businesses.
Source: Qvinci Turnkey Advisory Program content
The Qvinci® Turnkey Advisory program will turn your "number crunching practice" into advisory services like you've never been able to before. You will be able to provide meaningful financial forecasts including "What if" Analysis.
You will also be able to 'compare and contrast' your client's business using "Benchmarking and Ranking Reports" that make it simple to compare their business to others of the same type.
If you are going to provide financial advisory services, you need these tools, along with their included marketing materials.
To learn how simple it is, please join Charles Nagel and myself TODAY, September 24, 2024, at 3:30 PM Eastern as we discuss how you can transform your accounting, bookkeeping, or consulting firm into an 'Advisory Practice' using the Qvinci Turnkey Advisory Program. If you haven't already registered, you can register for this, or any of the other Future Forward sessions at the link below.