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Learn how to utilize simple technology to profitably forecast your clients through the volatile storms of inflationary or recessionary periods.
Inflation is at a 40-year high, the feds have hiked interest rates and will likely continue, and consumer spending is slowing month-over-month. Plus, Bloomberg Economics and many others are predicting there’s at least a 75% probability of a recession.
That’s bleak news, but thankfully there’s a highly effective solution. Just imagine being able to easily help clients assess their current financial health and create an accurate roadmap to increased profitability in any economy…
Learn How To Minimize The Imminent Inflationary and Recessionary Risk with Qvinci’s KPI and What If – Cashflow and Financial Trending and Forecasting Tools
Qvinci’s customizable reporting allows us to cost-effectively provide clients with professional-looking financials and value-added, actionable insights in a fraction of the time.“
Deborah Defer – Managing Director, BDO
Accountants
Imagine the advisory profits you and your firm could easily generate by providing your clients with inflation- and recession-fighting business intelligence and cashflow forecasting tools at an affordable price. Learn how to take these powerful industry-leading solutions to market and drive client advisory profits even in this troubling economy.
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The first example below is the brand new Qvinci KPI, Expense, and Income Trending and Forecasting tool. Just press the button and your client’s snapshot metrics package is ready to publish in seconds!
(Click Here To Open In Excel and Try it Out)
The KPI, Expense, and Income Trending and Forecasting reporting package provides KPI Ratios, Top 10 Expenses, Total and Net Income Analysis, and Income Trending and Forecasting all in a single package ready to deploy to your clients. If you want to show your clients where they will likely be in 90, 180, 270, and 365 days if they just keep doing what they have been doing, this is the business intelligence tool for you. But it’s only the starting point to understanding your clients’ past, grading their present, and forecasting their future!
The next step is the deeper dive into a full 12-month granular outlook. Qvinci’s What If – Cashflow and Forecasting Optimizer is the newest forecasting and financial modeling solution with Qvinci’s exclusive Model Merge Technology.
(Click Here To Open In Excel and Try it Out)
The What If tool is the most robust forecasting solution for accountants and bookkeepers, giving you the ability to define your clients’ future and monitor their progress by…
Creating virtually unlimited numbers of “What If?” scenarios to forecast the ongoing impact of an inflationary or recessed economy on each client’s income, expenses, profitability, and cash position over a specified time.- Effectively managing your clients’ risk by manipulating financials to immediately see the inflationary or recessionary impact so they can make informed decisions.
- Helping clients better predict if/when additional funding may be required, or if/which costs need to be trimmed before a crisis becomes unmanageable.
- Setting the report options to cover a customizable range and set the reference period as a single month, a range average, or seasonal.
- Utilizing the 12-month What If to Actual presentation with integrated charts and graphs to better present the data to your clients.
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Also Learn How Qvinci’s Entire Suite of Business Intelligence Solutions Can Help You Boost Your Clients’ Profitability During the Present Inflation and Approaching Recession
The Qvinci Advisory Portal (a client wellness dashboard) – Provides a single, wide-angle view of client summary movement of data over time (dynamic), illustrates color-coded (GREEN = Favorable / RED = Unfavorable) trending across various time periods, and focuses on the 10 key ratios that drive most organizations (plus more…).
- Present financial performance to clients in a color-coded numerical format that any layperson can make sense of (GREEN = Good & RED = “Uh oh, we need to talk…”). Motivates clients to call you – their Trusted Advisor – for insight and guidance.
- Focuses on the 10 key ratios across your client’s P&L and Balance Sheet that drive most organizations.
- Presents client’s summary movement data over 5 user-selectable time periods (dynamic).
- Access general ledger and journal entries directly from the portal.
(click image to enlarge)
According to Journal of Accountancy…
“As technology performs more compliance-related tasks and CPAs shift their focus to advisory services and value-added strategic input, the prospects for profit and growth appear to be as bright as at any point in the profession’s history.”
— Ken Tysiac and Jeff Drew —
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The Advisory Portal Includes Amazingly Simple Drill-Down Capabilities – With 4 quick ‘clicks’ of a mouse, users can easily start from the Advisory Portal and drill down through multiple layers of increasingly granular data to research relevant issues at the transaction level before the issues become unmanageable.
The Qvinci KPI Scorecard – With the KPI Scorecard, advisory relationships are cultivated between accountants/bookkeepers and their clients. Advisors can confer with clients and review the KPI Scorecard to check progress and grade performance and, as with all Qvinci solutions, the KPI Scorecard auto-updates, auto-blends, auto-styles, and auto-packages in an instant.
- Create custom KPIs based on your client’s ecosystem metrics
- Consolidate KPIs across a client’s multiple locations
- Compare KPIs of selected locations
- Trended comparisons of KPIs year-over-year
- Conditional formatting indicating movement or FAVORABLE / UNFAVORABLE trends
- Comparisons to the “ideal” range of values set by the accountant or bookkeeper
(Click Here To Open In Excel and Try it Out)
KPI Ratios and Scorecard Report Templates (NEW!) – Compare KPI ratios to historical values from your client’s same location or against different locations of same or unequal scale within your client’s ecosystem.
The new reports include – KPI Ratios, KPI Scorecard With Benchmarking, and KPI Scorecard Without Benchmarking are provided free to all Qvinci users for the following periods:
If Your Client Needs QuickBooks, Qvinci Now Has All of the Benefits of Intuit and Qvinci in One Powerful Single-Sourced, Cost-Effective Package
When Fathom ceased being included with QuickBooks Online Advanced, Qvinci was called into action. Qvinci stepped up and offered a special pricing package that continues today. It has been a monumental success. We are now offering the same package savings to anyone who wants QuickBooks and/or Qvinci. The offer is simple:
- Already have QuickBooks? Add Qvinci at a 50% discount for the first 3 months.
- Need to purchase QuickBooks Online Advanced? When QuickBooks Online Advanced is purchased through Qvinci, Qvinci is included for FREE!
- For all other QuickBooks and Qvinci packaged solutions, contact us for discounted and bundled pricing!
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Reserve Your Spot at the FREE Live Webinar!
(Wednesdays @ 12:00 PM CT)
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Meet the Presenter
Brad Adams – CEO
Qvinci Software
Brad Adams is the CEO of Qvinci Software and one of his primary roles is to consult with the leadership teams of accounting and bookkeeping firms of all sizes. Brad is known for his expertise in implementing advisory engagement programs that significantly reduce manual workhours while adding enormous value and profit to client advisory offerings.
What Accountants Are Saying About Qvinci…
“Qvinci solves one of the biggest challenges facing accountants and business consultants today – how to meet the needs of increasingly sophisticated clients who desire actionable financial insights. We have several new clients who left their old accountants simply because they weren’t keeping up with technology.”
— Bob Volpe, Chief Operating Officer —
Volpe Consulting and Accounting Services
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Reserve Your Spot at the FREE Live Webinar!
(Wednesdays @ 12:00 PM CT)
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