Qvinci: Real-world Analytics for Client Questions

How many times have you had a client ask you a question about their finances you just couldn't answer? 

Or, how many times have you had to tell a client that 'you would have to get back to them' with the answer to their question when you were presenting their financial statements?

Or how many times have you tried for hours to figure out which QuickBooks report had the information you needed to answer your client's question(s)?

I am certain we would all like to say 'none' to each of these three questions, but I am betting odds that each of us has had at least one, if not all three, of these question scenarios present themselves at one time or another.

Yet, our  ability to handle our clients' questions and provide the 'right answers' is what turns our accounting, bookkeeping, or consulting practice into ‘advisory services.’

Let's suppose your client has been working with his banker to determine if he sells some franchises and how each of the new franchises will qualify for a business loan. While he has provided year-end financial statements (Profit and Loss, Balance Sheet, and Statement of Cash Flows) for the last three years, his banker is obsessed with wanting Business Analytical Ratios that can be compared from year to year.

With Qvinci, you can easily turn this data-intensive Excel formulation crunching into strategic advising with just a few mouse clicks.

Qvinci unlocks analytics that QuickBooks simply can’t perform, empowering you to provide efficient and effective advisory services.

On May 21, during our QB Talks Show, Charles Nagel, the Founder, Inventor, and Chief Innovative Officer at Qvinci, will show you how to be your client's hero and provide all three years' financial analytics including Gross Profit Margin Ratio, Net Profit Margin Ratio, Operating Profit Margin Ratio, Current Ratio, Quick Ratio, Debt Ratio, A/R Turnover Ratio and Working Capital just like the Banker wants.

Best of all, Qvinci can provide the data once, or every single month from now on, using their KPI Ratio tool. Charles will show you just how easy it is to produce these 'otherwise' complex analytics with a few clicks of your mouse. 

Source: Qvinci

If you’ve been searching for that perfect tool to provide the analytic information your real-world clients, and their 'Bankers', are asking for, you won’t want to miss the May 21, 2025, QB Talks Show.

Imagine the relief of having hours of data collection, digestion, and computation reduced to a few mouse clicks. This is the time-saving power of Qvinci's tools, allowing you to focus on strategic advising rather than tedious tasks.

Rest assured, Brad Adams, the President, CEO, and Chairman of Qvinci, will moderate the session to keep us on track and ensure that you learn as much about Qvinci as possible in this one-hour FREE, CPE-eligible webinar starting at 2:00 PM Eastern. You can feel confident in the structure and guidance of this session.

You should receive your Zoom invitation if you are already signed up for QB Talks.

Otherwise, you can REGISTER HERE for QB Talks.