Qvinci Inventor and Founder, Charles Nagel, will present a session on "How to Become a Transformative Advisor" at Scaling New Heights on Monday, June 17th at 7am (Mountain time). The session provides best practice insights into how “tomorrow’s accountants today” (and the “firm of the future”) are creating high-margin advisory engagements by delivering actionable business intelligence, KPI’s and reporting tools that meaningfully impact their clients’ businesses and drive client adoption, retention and value. The KPI Financial Trending report (shown below) is one example of the new BI tools available for accountants and their clients.
Source: Qvinci Software
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Main Topics Covered:
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Takeaways and Benefits:
Takeaways
The Forecast BI tools (shown below) can be used to help your clients easily forecast profitability and performance.
Source: Qvinci Software
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You will find examples of all of the Qvinci business intelligence, KPI and jump-start reporting packages (including integrated charts and graphs) and other helpful articles via this Reporting Samples website.
Further, if you happen to be unable to attend Scaling New Heights, Qvinci has scheduled two live webinars available to everyone on June 25 and 26 to explore and give input on these new exciting capabilities. Simply register using this 'LIVE WEBINARS' link.
Remember, providing actionable business intelligence is probably the most transformative opportunity for accountants to employ if they are to become a catalyst for improving their clients’ businesses. When an accountant can show a client “what to do” that is easily understood, implemented and tracked -- that is transformative. Accountants who adopt “the right” technology to help transform their practice and their clients’ businesses will be successful in the future…and the future is NOW.