Today's QB Talks: How Qvinci Can Bolster Your Advisory Business

The last three weeks we've told you why today's QB Talks might change the way you provide consulting services.

Can you really afford NOT to tune in to today's show and learn how Qvinci can empower you to provide efficient and effective advisory services you simply can not perform with QuickBooks alone (or even with Excel integrated with it)?

Back in 2010, I served as Technical Editor for Wiley Publishing on a textbook called "Business Analysis with QuickBooks" written by an Excel expert names Conrad Carlberg.  In that book we showed you all the way you could extract data from QuickBooks, including using the SDK, then begin the long process of consolidating data from multiple sources, crunching the numbers and finally turning raw data into meaningful analytics.

Soon after, QuickBooks Advanced (Desktop) certification came along, and one area of testing was on 'business analytics,' which many ProAdvisors had little training on. Soon thereafter, there was an explosion of app developers who undertook efforts to build tools that would produce a few analytical metrics that were standard for 'big business.' However, one company had seen the need for accurate financial analysis even before our 2010 book. That company was  Qvinci. 

I remember being called by Charles Nagel, the founder of Qvinci, asking if I would be interested in beta testing some of the features related to the business analytics they were developing. I thought to myself, "What a wonderful opportunity to see if a reporting engine could actually produce meaningful metrics." I was extremely excited to see that Qvinci was up to the task.

Over the years, Charles Nagel and team, have accomplished more and more, earned many patents for their unique data management designs, and streamlined the way Qvinci can consolidate multiple financial, and non-financial files, from different accounting sources to produce meaningful data that can answer about 99.9% of the questions business executives ask their CFO, or business CFOs ask their accountants, or lenders ask business leaders, and so on.  

If you want to change your firm's compliance duties to advisory services, you need the right tools to garner all those retrospective data points into meaningful financial projections. You must have a way to look at the numbers and identify performance indicators that are clear to understand, but most of all impactful to the recipient (no matter who that is). Your goal is to no longer display numbers, charts, and graphs but to make them 'come alive' for your client(s) and, from that living format guide them toward a path to success. 

"You will be glad you took the opportunity to attend today's QB Talks webinar on Qvinci."

Qvinci unlocks reporting capabilities, projections, what-if scenarios, trends, and analytics. and key metrics that QuickBooks can’t perform.

"To put it simply, Qvinci is the right tool to turn retrospective data review and compliance work into advisory services."

During our QB Talks Show today's show you will witness Charles Nagel demo how to take QuickBooks data from a state of clutter to meaningful reports including a business wellness dashboards with clear 'green' (for good) and 'red' (for bad) performance indicators, business intelligence benchmarked to the client's business type, predictive analytics like trends and cashflow, and much, much more. 

Source: Composite adapted by Insightful Accountant from Qvinci furnished illustrations.

Brad Adams, the President, CEO, and Chairman of Qvinci, will explain how their 'Turnkey Advisory Program' is the perfect tool to prepare guide you in converting your compliance practice into advisory services. 

Don't miss this opportunity how you can change your practice for the better... today, May 21, 2025, the QB Talks Show and witness the time-saving power of Qvinci's tools allowing you to focus on strategic advising rather than tedious retrospective compliance.

This one-hour FREE, CPE-eligible webinar starts at 2:00 PM Eastern TODAY. 

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

Or REGISTER HERE for QB Talks.