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Best Practices, Tools, and Strategies for Inflationary or Recessionary Periods

BEST PRACTICES, TOOLS, AND STRATEGIES FOR INFLATIONARY OR RECESSIONARY PERIODS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 5, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Keep your clients profitable through a volatile economy by learning how to help them more accurately predict if/when inflationary or recessionary pressures are impacting their bottom line. Also learn how to help them predict if/when additional funding may be required or if/which costs need to be trimmed or cut before a crisis obliterates their bottom line.

Learn how to deploy color-coded business intelligence and predictive analytics to show performance trending and provide your clients with actionable financial insights everyone understands. Small-to-medium business owners may not truly understand traditional financials, but they do understand GREEN means good and RED means “Uh oh, we need to talk!”

Be that trusted advisor who supports clients in understanding their past, grading their present, and forecasting their future by:


  • Creating a virtually unlimited number of "what if" forecasts to show the ongoing granular impact of the present inflationary crisis (or any other future recessionary scenarios) on your client’s income, expenses, profitability, and cash over time.

  • Adopting easy-to-implement, collaborative tools that quickly create KPIs and forward-looking scenarios tuned to each client’s chart of accounts that show your clients where to focus their attention.

  • Providing these easy-to-use models to the client so they can make modest changes now, resulting in a positive reality going forward before it’s too late.

  • Quickly updating the models each month, providing actual vs. “what if” results to the client, showing how well they are managing the expected changes, and succeeding during inflationary and recessionary periods.


The presenter, Brad Adams, President/CEO/Chairman of Qvinci—and an expert in growth, cash flow, and financial forecasting strategies—will introduce you to some game-changing tools to take your advisory services to the next level.

Learning Objectives:


  • Determine how to effectively advise your clients during inflationary pressures and a looming recession

  • Recognize how to easily drill down through layers of increasingly granular client financial data in a matter of seconds

  • Design a plan to motivate clients to reach out to you—their trusted advisor—for corrective advice before the inflationary or recessionary effects get too serious

  • Evaluate client corrective progress and how to motivate you—their trusted advisor—to proactively reach out to clients who need your help

  • Identify how to market your inflation and recession technology-base advisory services to existing and prospective clients

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Brad Adams

Qvinci Software
Chief Executive Officer
brada@qvinci.com
2019-03-12

Qvinci

Brad Adams is the CEO of Qvinci Software and is charged with formulating and executing the mission of the company. Qvinci’s Mission is defined by a single word: EMPOWERMENT! To empower accountants and bookkeepers with near real-time access to the relevant financial and nonfinancial data, reporting, and business intelligence that everyone understands.   
 
A primary component of Brad’s role 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 work hours while adding enormous value and profit to client advisory offerings.

About Our Presenter

Qvinci
Qvinci is a cloud-based solution that enhances the capabilities of QuickBooks, Xero, MYOB, and Excel, empowering accountants and bookkeepers to save time and grow their client advisory revenue by providing actionable financial insights everyone understands. 
  • Patented technology automates the near real-time collection, consolidation, and account mapping of financial data to a Standard Chart of Accounts. Accomplishes in seconds what normally takes hours. 
  • Customizable business intelligence with color-coded trending (GREEN = Favorable / RED = Unfavorable) of key performance indicators that generates value-added client advisory engagements. 
  • Automated financial and business intelligence reporting with the ‘click’ of a mouse empowers accountants and bookkeepers to dive into the numbers with clients.  
  • Acclaimed Customer Success team that is ready to help every step of the way