Qvinci recently presented at the Future Forward App Academy, introducing their innovative Qvinci Turnkey Advisor Program (QTAP), a quick-start guide to providing advisory services for accounting firms of all sizes. The program aims to help firms establish advisory services by leveraging Qvinci’s powerful tools and resources. With over 13 years of experience working with accounting firms, Qvinci has developed a suite of solutions that make it easy for firms to expand beyond traditional accounting services and offer strategic advisory support.
Key Highlights from Qvinci’s Presentation:
Streamlined Advisory Service Launch: The QTAP is designed to help firms quickly launch advisory services in just three steps:
Review the Metrics: Using Qvinci’s Client Wellness Dashboard, firms can easily identify key financial metrics for their clients, including income, gross profit margin, top expenses, and more. This dashboard enables quick identification of problem areas with a color-coded system—green is good, red signals areas for improvement—making it easier for advisors to pinpoint issues and address them.
Generate Reports: Qvinci offers automated KPI scorecards and basic financial reports that can be customized to fit client needs. These reports provide clear insights into client performance, ideal ranges, and trends, making them invaluable for jumpstarting advisory services.
Spread the Word: Qvinci provides a comprehensive marketing kit, complete with sample emails, eBooks, and guides, to help firms effectively communicate their advisory services to clients and prospects. The marketing kit includes resources for promoting advisory services internally and externally, ensuring firms can attract new clients and engage existing ones.
Client Wellness Dashboard: This intuitive dashboard allows firms to dive deep into client financials with just a few clicks, going from a high-level overview to detailed metrics and even down to the general ledger. This level of insight is crucial for understanding your client's financial health and providing strategic guidance.
Comprehensive Reporting Tools: Qvinci’s reporting capabilities are robust and easy to use. They include pre-built KPI scorecards, cash flow forecasting tools, and benchmarking reports, allowing firms to analyze client performance against industry standards and set actionable goals.
Advanced Tools for Multi-Entity Environments: Qvinci’s platform also caters to multi-entity environments, such as franchises, associations, and multi-unit businesses, offering powerful benchmarking and ranking reports to compare performance across units. These reports help advisors identify which units are underperforming and develop strategies to improve profitability.
Additional Advisory Features: Qvinci introduced new budgeting tools that allow firms to upload budgets via Excel, integrate with accounting software like QuickBooks and Xero, and create budget vs. actual comparisons. This gives clients a comprehensive view of their financial position and helps drive more effective advisory conversations.
Qvinci’s Partner Program offers special pricing and resources for firms ready to take their advisory services to the next level. The goal is to empower firms with the tools and support they need to become trusted advisors and build lasting relationships with their clients.
To learn more about Qvinci’s innovative solutions and see how the Qvinci Turnkey Advisor Program can elevate your practice, watch the recording of their session at the Future Forward App Academy.
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