It's time for Insightful Accountant's Future Forward Fall 2024 Event and I will be hosting Charles Nagel from Qvinci® to discuss how Accountants, Bookkeepers, and Consultants can easily transition themselves from 'number crunching' to Client Advisory Services using a turnkey advisory program involving three easy steps.
The September 24, 2024, Future Forward Session at 3:30 PM Eastern time will focus on key takeaways surrounding your implementation of this turnkey approach to "advisory." Between now and then, I'm writing this mini-series highlighting each of the 3-steps.
This program combines:
- a software element, which is the Qvinci Advisory Portal,
- a report-based advisory component centered around Qvinci’s KPI Scorecard, and
- a marketing element that not only allows you to ‘spread the word’ but do so in a way that sets you apart from your competition.
With this program, Qvinci is meeting one of the biggest needs of accountants, bookkeepers, and consultants, the challenge of providing actionable financial insights into a client’s business clearly and concisely. Qvinci provides not only the ‘analytics’ and the reporting (the complexities of accounting), but “easy to understand” numbers (so to speak) that any business owner can understand and even the most sophisticated client will appreciate.
Review of the Metrics
Step 1 begins with Qvinci’s Advisory Portal which is your landing spot when you log in to check the status of your clients.
Source: Qvinci Turnkey Advisor Program content
Qvinci automatically provides metrics giving you a single, dynamic view of each client’s financials, illustrating favorable (GREEN) or unfavorable (RED) trends across multiple periods and for 10 key business ratios.
The portal dynamically presents the clients' summary-movement data over time allowing you to see the favorable and unfavorable trending across the periods you select, and at the same time gives you access to the general ledger and journal entries from which the portal information was directly drawn. The portal provides a clear indication of a client’s financial status so you can easily determine if and when clients need more attention.
By looking at the metrics for just one client from the above example, you can see how easy it is to zero in on unfavorable (RED) or favorable (GREEN) areas like the ones shown in the circles below. If you click on those numbers, you're instantly provided with the in-depth data making up the numbers in the portal.
During our Future Forward session you will get to see this tool in action, and see how using the Advisory Portal makes it easy to examine all of your clients, and then dive more deeply into those that need your attention.
Next Thursday we will look at Generating the Reports’ which is ‘Step 2' in this all-in-one Qvinici Turnkey Advisory Program you really must see.
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That's why I am asking you to join me and Charles Nagel, the Founder and CIO of Qvinci, on September 24, 2024, at 3:30 PM Eastern time when we discuss how you can easily transform your number-crunching practice into a streamlined Client Advisory practice.