Fall has arrived, and with it, Insightful Accountant's Future Forward 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.
Last Thursday my article 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
Generating the Reports
Today's article is about Step 2, report-based components including Qvinci’s KPI Scorecard (like the one shown below), with which to provide Advisory Services to your clients.
Source: Qvinci Turnkey Advisory Program content
Qvinci’s Automated KPI Scorecard selects the top 5 Income, Other Income, COGS, Expenses, and Other Expense accounts as well as Pre-Defined KPIs for your 'connected' customers. This Scorecard reflects business areas performing well, and those needing attention using the same favorable (GREEN) or unfavorable (RED) numerators as used in Step 1. The format is intended to motivate your clients to reach out to you as their 'advisor' for help focusing on areas that need immediate attention.
Charles Nagel, the Founder and CIO of Qvinci, will provide more information and examples of the KPI Scorecards during our upcoming webinar. You will also get to see examples of the reporting Qvinci® makes available to you and learn how you can use the reports to help your clients dive deeply into business areas needing attention.
With this program, the Qvinci® Turnkey Advisory program can help you turn "reporting into advisory" and provide a level of service to your clients like never before.
So, join Charles Nagel 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 practice from 'crunching numbers to advisory'.