Learn how easily your firm can turn low-value compliance work into high-value advisory services with the metrics, analysis and forecasting your clients want.
Qvinci helps firms turn under-valued compliance accounting into highly valuable advisory services providing clients with the metrics, analysis and forecasting they want and need to run their businesses effectively. During Insightful Accountant's June 3, 2026 edition of QBTalks-Apps, we will see just how easily your firm can migrate from the day-in, day-out, work of preparing the routine financial statements that most client's file away without reviewing into providing the types of client advisory services numerous surveys indicate that businesses are needing.
While the 'month past', the 'past quarter', or even the 'year ending' can be essential to meeting the requirements of compliance, business surveys repeatedly indicate that business owners, Chief Executive Officers and Boards of Directors report that those financial statements provide very little to help them 'steer the course' for their business in the days, months and years to come. Those executives are much more interested in their accounting professionals providing information to guide and direct them in a specific plan, action or journey toward the desired outcome for the organization, be that a small business, medium sized company, or an enterprise sized corporation. In fact, many of them are wanting that 'key' metric that can guide them in not only profitability, but on a trajectory to scaling their business for the long-term.
While capable of providing financial statements in seconds or any number of QuickBooks company files (desktop or online), it goes well beyond those compliance documents to allow you to structure advisory consultations based specifically on the key measures each of your clients are wanting, and to forecast the future for their business as if you had a 'crystal ball' with picture-perfect accuracy. During our upcoming QBTalks-Apps Murph will visit with Charles Nagel and Brad Adams of Qvinci about just how easy it is to provide your clients with the analysis and advisory services they are wanting and needing.
Don't miss this opportunity to learn how you can enhance the efficiency of your firm in providing all the requirements your clients are seeking, not just compliance reporting, but advisory services aimed at helping them achieve their business goals for not only this year, but the years to come.
Attendees meeting the attendance and CPE Polling Question requirements will be eligible for 1-hour of CPE credit. To earn CPEs an attendee must be present for at least 50-minutes of the 1-hour session and must answer all three of the CPE Polling Questions related directly to the CPE Learning Objectives listed below.
If you are not already registered for QBTalks or QBTalks-Apps, you can sign-up at our QBTalks Registration Page.
If you previously registered for either of these two series, you are registered for the upcoming show and will receive your Zoom invitation prior to the June 3, 2026,26 at 2:00 PM Eastern show time.