Future Forward: Mastering Multi-Entity Analytics to Win High-Profit Advisory Services

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Host: William Murphy

Presenters: Brad Adams & Charles Nagel

Topic: Mastering Multi-Entity Analytics to Win High-Profit Advisory Services

Feel stuck delivering basic reports while your profession shifts to in-demand advisory services?

For accounting professionals managing multi-entity, multi-location, or like-industry clients, turning compliance reporting into strategic insights is often the missing link that drives firm growth and profitability.

In this Future Forward webinar, join Murph and Charles as Qvinci’s experts show you exactly how to turn fragmented data into actionable analytics that win – and retain – high-value clients.

You’ll learn how automated account mapping simplifies multi-entity consolidation, and how Qvinci’s easy-to-use tools uncover trends, outliers, and performance drivers across every client location.

Don’t miss the secret strategies top firms use to thrive in an ultra-competitive market.

At the end of this session, attendees will be able to:

  • Understand the time-saving process for preparing automated reports using Qvinci’spatented data collection, consolidation, and account mapping functionality.
  • Create and interpret various types of multi-entity analytics, business intelligence, and consolidated financial reporting.
  • Set performance goals or benchmarks for client locations and track progress viareporting.
  • See how Qvinci’s tools can drive better financial advising and strategic decisions across client locations.
  • Attract and retain high-value multi-entity, multi-location, and like-industry clients by delivering deeper, more impactful financial insights.
  • Speak the language of your clients, cementing your role

Cost: Free

CPE Credits: 1

Subject Area: Business Management & Organization

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

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