Future Forward: Qvinci + QuickBooks: The Future of CAS Advisory Intelligence and Firm Growth
Speakers: Charles Nagel, Brad Adams & William Murphy
Sponsor: Qvinci
Topic: Qvinci + QuickBooks: The Future of CAS Advisory Intelligence and Firm Growth
Advisory services demand insight, not just data. QuickBooks provides bookkeeping – Qvinci provides automated insights. In this powerful session, accounting firms and CAS practice groups will learn how Qvinci’s patented platform turns QuickBooks data into enterprise-grade intelligence, transforming the way advisors deliver value and the way businesses make decisions. Attendees will learn how Qvinci augments QuickBooks reporting and how to implement it as a turnkey advisory and performance management solution through the Qvinci Turnkey Advisor Program (QTAP).
Learning Objective:
By the end of this session, attendees will be able to:
- Identify the reporting and analytical limitation of QuickBooks and how Qvinci solves them.
- Explore Qvinci's dashboards, KPIscorecards, and benchmarking tools that drive profitable performance improvement.
- Learn how to use Qvinci and QTAP to specialize your practice, create new revenue streams, and strengthen client retention.
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