Peerview Data @PeerviewData
Comparative Analysis & Benchmarking for CPAs and their clients — get better insights from the data you already collect. #BI #analysis #benchmarking peerviewdata.com Indianapolis, IN Joined June 2014-
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🌱 New Blog Post for Seasonal Business Advisors! Are your landscaping or lawn care clients struggling to stretch 9 months of revenue over 12 months of expenses? Dive into these strategies! hubs.ly/Q02XrGX80 #FinancialAdvisory #SeasonalBusiness
🍷 New Blog Post! 🍷 Advising winery clients? Discover how shifting focus from financials to client goals can transform your approach! In our latest post, consultant Geni Whitehouse shares strategies from decades of working with Napa wineries. hubs.ly/Q02XrXY10 🍇
Want to help your clients boost profitability? 💡 In our latest blog post: ✅ Spot issues ✅ Step-by-step workflow to improve profitability ✅ Why it matters for your clients AND your advisory services hubs.ly/Q02VyL7j0 #Profitability #AdvisoryServices #FinancialHealth
🎉 New Year, New Credits! Start 2024 with peace of mind by finishing your CPE credits before the clock runs out! Our podcast gives you insights AND free CPE credits for each episode. 📲 Listen now: hubs.ly/Q02XrJLx0 #CPEcredits #CPAEducation #ProfessionalDevelopment
From our family to yours, Merry Christmas and Happy Hanukkah!
🤔If you’re an accountant, you know the end-of-year rush to complete your CPE credits. Why not make it easy? Our podcast is packed with valuable insights—and free CPE credits you can earn by simply tuning in. 🆓 Listen, learn, and wrap up those credits: hubs.ly/Q02Xrrn_0
🌱 Unlocking Growth Metrics for Your Clients 🌱 🔍 Learn key formulas for measuring growth, discover why growth is more important than you think, and get a practical workflow to help improve these metrics! hubs.ly/Q02VyDcc0 #GrowthMetrics #FinancialAdvisory #ClientSuccess
💡 Leverage can be a game-changer—or a major risk. In our latest blog, we break down what leverage metrics mean, how to spot issues, and practical steps to help your clients optimize! 📊 hubs.ly/Q02VyzG00 #LeverageMetrics #FinancialHealth #DebtManagement #AccountingTips
🌟 Don't Miss Out on Free CPE Credits Before Year-End! To all our accountant friends: we know how busy you are! As the year comes to a close you can earn those crucial CPE credits with zero extra cost, simply by listening to our podcast. hubs.ly/Q02Xrz5N0 #CPEcredits
⏳ Feeling the CPE Deadline Looming? We’ve Got a Solution! Join us for free CPE credit opportunities with every episode of our podcast. Tune in, and let us help you finish the year strong. 💪 Catch up on episodes here: hubs.ly/Q02Xr8fx0 #CPEcredits #FreeCPE #CPAEducation
🚨 Struggling to help your clients with cash flow challenges? Liquidity metrics are key to understanding a company’s ability to meet short-term obligations. Read up on our latest blog post!💡 hubs.ly/Q02VxYnY0 #LiquidityMetrics #FinancialHealth #CPAtips #CashFlow
💡 Understanding Accounts Payable Days can unlock better cash flow & stronger vendor relationships! In our latest blog: - What AP Days really mean - How to spot issues in this crucial metric - Practical steps to improve AP management hubs.ly/Q02VxnYg0 #CPAs #CashFlow
🔔 Heads Up! End-of-Year CPE Deadline Approaching Each episode of our podcast offers free CPE credits. Stay sharp, stay compliant, and earn credits effortlessly. 📈 🎧 Get started here: hubs.ly/Q02Xrj1z0 #CPEcredits #FreeCPE #CPAEducation #ProfessionalDevelopment
📈 New Episode Alert! 🎙️ For Real Estate Agents, income highs and lows are all part of the business—but managing cash flow and expenses doesn't have to be so unpredictable. 🎧 Listen here -> hubs.ly/Q02XryrX0 #BestMetrics #RealEstate #FinancialPlanning
📊 Year-End CPE Crunch? 📉 Did you know our podcast offers free CPE credits for listening or watching? Catch up on important industry insights and meet your credit goals. 🎧 Start earning: hubs.ly/Q02Xr0PR0 #CPEcredits #FreeCPE #CPAEducation #ProfessionalDevelopment
🔍 Understanding Quick Ratio: The Acid Test for Business Liquidity 💡 The Quick Ratio is a game-changer, giving a clear view of whether they have enough liquid assets to cover their bills. 💰 hubs.ly/Q02VvjGR0 #CPA #FinancialAdvisory #QuickRatio #CashFlow #PeerviewData
🌱 New Blog Post! - Discover why a flat or declining Customer Growth Rate can signal underlying issues. 🚨 - Get tips on optimizing customer acquisition and retention strategies. 🎯 hubs.ly/Q02Vv30s0 #BusinessGrowth #CustomerGrowthRate #CPAStrategies #GrowYourBusiness
In non-profits, every dollar tells a story, and the statement of functional expense is where that narrative unfolds. 🎧 Listen to the full episode for more insights on non-profit advising strategies! 🔗hubs.ly/Q02RTB020 #nonprofitfinance #CAAS #Advisory
Blog Post!🚀 As a CPA, understanding Gross Margin is crucial for driving your clients' profitability! ✅ What Gross Margin is ✅ How to spot common issues ✅ Actionable steps to improve it hubs.ly/Q02Vv55s0 #CPA #Profitability #GrossMargin #AdvisoryServices #ClientSuccess
This week, we’re diving into Government Advisory with the incredible Catherine Demes Maydew! This episode is packed with practical advice for anyone involved in government advisory. hubs.ly/Q02Vj1Dj0 #GovernmentAdvisory #MetricsThatMatter #AdvisoryServices #FinanceTalk
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