Qvinci is a global leader in financial reporting technology. Their solutions empower users with actionable data that leads to increased operational efficiencies and greater profits. Qvinci also allows accountants to automate manual tasks that are typically required for traditional financial reporting.
We were joined by Charles Nagel, Founder and Chief Innovation Officer for Qvinci Software, to discuss an exciting new offering. They recently released their comprehensive Turnkey Advisor Program for accountants who want to launch and scale their advisory services practice. The objective of the program is to provide time-saving resources for advisors and value-added insights clients can understand.
During our episode, Charles walks us through Qvinci’s 3-Step Turnkey Advisor Process:
- The first step is to review the metrics: Qvinci’s Advisory Portal allows you to easily identify color-coded problem areas that are of critical importance to your clients’ profitability.
- Next, you will generate reports: Their Automated KPI Scorecard and Financial Reports provide automated business intelligence and reports that clients can understand.
- And finally, spread the word: Qvinci has created an Advisory Services Marketing Kit that includes email templates and simple instructions to implement.
With this 3-Step process, you not only receive guidance to get started, but you also get support along the way with Qvinci’s Customer Success Team.
If you’re interested in adding advisory to your client services, you won’t want to miss this episode!
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To learn more about the show sponsor, follow the link to: Qvinci