Analytical Sommelier via Qvinci QTAP at Future Forward

Qvinci's Turnkey Advisory Program (QTAP) is the quickest way you can turn your compliance practice into an advisory practice, and grow your revenues at the same time.

Advisory is likely to be the most popular term in accounting next to 'AI' (Artificial Intelligence). And the two go hand-in-hand. AI is considered to be the 'next big thing' in accounting because it provide the ability to analyze, interpret and represent accounting data at 'lightning speed.' It also facilitates computation of metrics and then the presentation of those metrics as meaning  analytical views and descriptions as though you were an "analytical sommelier." 

As a Master Sommelier understands not only the basic characteristics of wine ranging from sweetness and acidity, to tannin and body, but the entire background of each wine including the terroir, viticulture, balance and finish. So too, the "analytical sommelier" understands all aspects of the accounting metrics and can express them with the same breadth of flavor that the sommelier speaks of a Pinot Noir or a Sauvignon Blanc. The "analytic sommelier" must understand not only the background of the numbers, and their presentation, but the flavor by which they reflect the business producing those numbers. 

Advisory is the ability to understand all the reporting, identify anomalies in the financial statements, and elucidate the analytics in such a way that they turn the mundane 'crunched numbers' presented in the same old way, into delicious results that the client can understand because you are speaking the aroma, flavor and body of his business.

And how is such a thing possible, well it begins with the analysis of the accounting data, and Qvinci does that better than any other solution out there. Qvinci provides extraordinary financial reporting at the click of a mouse. And Qvinci provides custom financial statements to meet all your compliance requirements with the same click. At the same time, Qvinci's wealth of analytics turn metrics into insights.

From that data you can easily assess whether the client's financial condition is sweet (green for good) or sour (red for bad) in an instant to point out areas of concern. In the same way the 'Master Sommelier' experiences a specific wine vintage and knows instantly there was 'too much or too little water for the grapes', or 'there was insufficient nutrients or oxidation during fermentation.' 

The 'analytic sommelier' speaks the language of business metrics... "your delivery methods are driving up the overall cost of goods and significantly lowering your gross income". More importantly the 'analytic sommelier' can also render a recommendation, in the same way that a "Master Sommelier" would for a  restaurant owner who was considering a 2013 Bordeaux when they should be considering a 2016 vintage.  

With Qvinci you will in real-time be able to drill down into those 'sour' (red for bad) numbers and locate the causality and when you understand the cause you can not only identify the culprit but be ready with potential alternatives using sophisticated business intelligence like 'what if' tools that let you (and your client) simulate the alternatives to those delivery methods or cost of goods changes.   

Anybody (even most of your clients) can pull basic financial reports out of QuickBooks but that doesn't mean they can understand them, or interpret what those reports are trying to tell them. Likewise, any accountant, bookkeeper or consultant can secure a $15 app that will generate better looking financial statements, and maybe even a few metrics, but that doesn't mean that they understand where those numbers come from, or what they are 'reporting.'

But Qvinci's advisory features give you the clarity and confidence you need to help your clients make the best possible business decisions. With Qvinci, you can go from being 'just another accountant' to an "analytical sommelier." 

And the best way that reach that level of achievement is by implementing the Qvinci Turnkey Advisory Program (QTAP). Will you be a 'master of the numbers' on day one, truthfully I must say 'not' but you will be beginning the journey with the best business reporting and analysis tool in your pocket (like the 'wine thief' sommeliers carry to taste a wine sample directly from the barrel). 

At the upcoming Qvinci focused Future Forward webinar at 1:00 PM (Eastern) on Wednesday, December 10, 2025  Charles Nagel, Brad Adams and I will be showing you how the Qvinci Turnkey Advisor Program works, step-by-step. Oh, chances are you have heard it explained, but this webinar will cut out the fluff and get down to the nuts and bolts of implementing QTAP with a QuickBooks Client, generating their reporting, analyzing their metrics to identify the sour (red for bad) from the sweet (green for good), drilling down into problem areas to determine causality, and plotting a path for turning the client's business from having a 'horrible vintage' into having a 'notable' or even 'best ever' vintage. 

Are you ready to go from being a 'number cruncher' to being an "Analytical Sommelier"? If so then I encourage you to attend the upcoming webinar. 

Register for the 1:00 PM, December 10, 2025, webinar HERE.