You are collecting financial data from your clients, but how do you access it for analysis or decision making? With Peerview's Practice Reports, you'll be able to analyze your client data, identify clients that are lagging behind their peers, and uncover new opportunities to best serve them. Have you ever talked about "getting back in front of clients" but didn't have a reason to reach out to them?
Peerview's Company Reports allow you to identify potential areas of improvement in your clients' businesses & provide you with all you need to start the conversation. If you have a desire for your firm to become more consultative, how will you navigate the change? Company Reports, with Summaries & Forecast tools, enable you to develop a course of action with your clients, determine who will do what, and help them manage the improvements in their businesses.
Are you frustrated with the quality of industry data offered by other providers or still looking for data for one-off clients? Peerview compiles data from public and private companies as well as publicly available sources e.g.
Peerview's Company Reports allow you to identify potential areas of improvement in your clients' businesses & provide you with all you need to start the conversation. If you have a desire for your firm to become more consultative, how will you navigate the change? Company Reports, with Summaries & Forecast tools, enable you to develop a course of action with your clients, determine who will do what, and help them manage the improvements in their businesses.
Are you frustrated with the quality of industry data offered by other providers or still looking for data for one-off clients? Peerview compiles data from public and private companies as well as publicly available sources e.g.
Services
As Drucker said, What a business needs most for its decisions - especially its strategic ones - are data about what goes on outside it.
Only outside a business are there results, opportunities and threats.
Smart companies identify competitive strengths, weaknesses, threats, opportunities and trends so they can decide what they need to fix, what they need to optimize and what they can exploit to improve their growth, value and profitability.
Just export trial balances for the last four years from CCH ProSystem, Quickbooks, Xero or another accounting program to an.csv or.xlsx and drop it in the app.
Only outside a business are there results, opportunities and threats.
Smart companies identify competitive strengths, weaknesses, threats, opportunities and trends so they can decide what they need to fix, what they need to optimize and what they can exploit to improve their growth, value and profitability.
Just export trial balances for the last four years from CCH ProSystem, Quickbooks, Xero or another accounting program to an.csv or.xlsx and drop it in the app.
Our user's client was experiencing high turnover and wanted data to help them determine the cause.
The expectation of the software development firm was that they needed to raise salaries or benefits to be more competitive.
They uploaded financial data and immediately completed the People survey and had a surprising discovery.
What they learned was that they were on par or higher than their peers in the areas of compensation, health insurance, and retirement contributions.
The software firm decided to share the data with their employees and start a dialogue.
The expectation of the software development firm was that they needed to raise salaries or benefits to be more competitive.
They uploaded financial data and immediately completed the People survey and had a surprising discovery.
What they learned was that they were on par or higher than their peers in the areas of compensation, health insurance, and retirement contributions.
The software firm decided to share the data with their employees and start a dialogue.
Our user's client was very focused on their employees, in fact, they had been recognized as a "Best Place to Work" several years in a row.
Although performing very well, they wanted to see comparative metrics to identify any areas for potential improvement.
The accounting firm uploaded their client's trial balance.
Reviewing the Money Report showed the marketing agency spending twice what peers were spending on health insurance.
Our client asked if it was a premium plan that they used to recruit, retain, or motivate employees.
Although performing very well, they wanted to see comparative metrics to identify any areas for potential improvement.
The accounting firm uploaded their client's trial balance.
Reviewing the Money Report showed the marketing agency spending twice what peers were spending on health insurance.
Our client asked if it was a premium plan that they used to recruit, retain, or motivate employees.
When looking at consolidated statements, it can be difficult to identify factors that are affecting a company's costs.
Breaking up the consolidated statements and analyzing the individual company performance can be tedious and time-consuming.
This accounting firm initially loaded the consolidated financial statements for a family of four restaurants.
We suggested they run each of the entities to evaluate their individual performance.
Our application was able to identify that 3 of the 4 restaurants had labor costs slightly lower than their peers while they fourth entity had labor costs 10% higher than peers.
Breaking up the consolidated statements and analyzing the individual company performance can be tedious and time-consuming.
This accounting firm initially loaded the consolidated financial statements for a family of four restaurants.
We suggested they run each of the entities to evaluate their individual performance.
Our application was able to identify that 3 of the 4 restaurants had labor costs slightly lower than their peers while they fourth entity had labor costs 10% higher than peers.
Peerview Data is a rapidly-growing, FinTech Software-as-a-Service firm.
The Peerview Data platform enables business owners and their advisors to make better decisions utilizing our comparative analytics and proprietary modeling features.
Peerview Data provides enterprise-level solutions to large firms in the Top 20 to entry-level solutions for local firms with one or two partners.
We're looking for passionate and optimistic team members who take pride in getting stuff done, working as a team, and providing excellent client experiences - all while having fun while doing it!
The Peerview Data platform enables business owners and their advisors to make better decisions utilizing our comparative analytics and proprietary modeling features.
Peerview Data provides enterprise-level solutions to large firms in the Top 20 to entry-level solutions for local firms with one or two partners.
We're looking for passionate and optimistic team members who take pride in getting stuff done, working as a team, and providing excellent client experiences - all while having fun while doing it!
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