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QB Talks May: QuickBooks + Qvinci: How To Unlock Analytics QuickBooks Can’t Perform Alone
Hosted by: William Murphy
Presented by: Charles Nagel
Moderator: Brad Adams
Ready to take your accounting advisory services to the next level? Join us for an in-depth, in-app exploration of how Qvinci’s advanced business intelligence and analytics capabilities — far beyond what QuickBooks alone can offer — can help you grow your advisory practice, increase client satisfaction, and boost firm profitability.
Learn how combining QuickBooks with Qvinci empowers you to deliver the powerful insights your clients crave, without the pain, cost, or disruption of migrating to an unnecessary mid-market solution.
Learning Objectives:
In this impactful FREE webinar, you'll discover how to:
- Deliver high-value advisory services that position you as your clients’ Trusted Advisor.
- Utilize Qvinci’s powerful analytics not offered by QuickBooks, including:
- Benchmarking, ranking, and trending analysis
- What-If cashflow forecasting and modeling
- Break-even analysis
- Key performance indicators (KPIs)
- At-risk entities and top-performers insights
- And much more!
- Customize advanced analytics to match each user’s unique goals and metrics.
- Create compelling “Red/Green” (bad/good) performance dashboards that clients immediately understand.
- Attract and retain high-value clients seeking more profitable financial insights.
- Speak your clients’ language, helping them see you as the strategic partner they can’t live without.
- Seamlessly launch, market, and scale your advisory services with Qvinci’s proprietary Turnkey Advisor Program (QTAP).
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CPE Credits: 1
Subject Area: Computer Software and Applications
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer
Cost: Free
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