It's time for Insightful Accountant's Future Forward Fall 2024 event featuring a webinar I am hosting on September 24, 2024, about Growing Your Practice with Advisory Services in 3 easy steps. This webinar will cover the 3-steps of the Qvinci® Turnkey Advisory program:
- The Qvinci Advisory Portal,
- Report-based advisory components including Qvinci’s KPI Scorecard, and
- Marketing elements to set you apart from your competition.
A couple of weeks ago we looked at Step 1, ‘Reviewing the Metrics,’ beginning with Qvinci’s Advisory Portal providing a dynamic view of each client’s financials including 10 key business ratios illustrating favorable (GREEN) or unfavorable (RED) trending across various periods.
Source: Qvinci Turnkey Advisor Program content
Last week we looked at how easy it was with Qvinci to provide meaningful reports for your clients like Qvinci’s KPI Scorecard (like the one shown below) which open the pathway between you and clients for Advisory Services to assist them in bolstering revenues, trimming costs and expenses, and avoiding unexpected situations that can risk their businesses.
Source: Qvinci Turnkey Advisory Program content
In addition to the Automated KPI Scorecard that's intended to motivate your clients to reach out to you as their 'advisor' for help, Qvinci can provide a wealth of Financial Reports. Their reports and business intelligence have been developed to make it easy for your clients to understand "their numbers," and just as importantly the projected path of their business.
With the Qvinci® Turnkey Advisory program you can turn your "number crunching and financial statement" practice into advisory services like you've never been able to before. You will be able to help your client 'create a future' by providing forecasts including "What if" Analysis. Just imagine the relationship you will build with your client when you sit down on a regular basis showing them not only where they are at financially, but where they are going, and where they could be going with just a few "key tweaks?" That's the power of the
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.
But none of these sophisticated, yet easy to understand tools and reports make any difference if you don't have a way to let your clients, and potential clients know about this high level of 'Advisory' service you can provide. Well, Qvinci also makes it easy for you to not only offer, but promote, your Advisory offerings.
Qvinci has incorporated a built-in 'marketing kit' into their Turnkey Advisory Program. You will be provided with emails that can be used to spread the word to your existing clients, and to attract new clients through a marketing campaign. You will receive examples of Qvinci's KPI Scorecards that will help your clients understand just how valuable 'their own Scorecard would be' at helping them identify areas of weakness as well as excellence. Examples of additional reports and business based measurements fit to their requirements are also included within this third-step of the program.
If all of this sounds too good to be true, it isn't. All you need to do is position yourself to provide this level of Advisory. The first step is to join Charles Nagel, the Founder and CIO of Qvinci, and me on September 24, 2024, at 3:30 PM Eastern time as we discuss how this program can transform your accounting, bookkeeping, or consulting firm into an 'Advisory Practice.' You can count on not only a thorough explanation of every aspect of the program, but some demonstrations of the key offerings the program makes available.