How to Advise Clients Forecasting Through the Storms of Inflationary or Recessionary Periods

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Learning Objectives

How to use the right technologies to advise your clients to more accurately understand their past, grade their present, and forecast their future, all of which are paramount in light of the current inflationary pressures and looming recession.
How to easily drill down through four layers of increasingly granular financial data in a matter of seconds to advise your clients more effectively.
How financial insights and business intelligence that color-code key performance indicators (GREEN = Favorable / RED = Unfavorable) save tons of time — so simple that anyone can understand — and are proven to generate substantial, highly profitable client advisory engagements.
How to use technology to motivate clients to reach out to you – their Trusted Advisor – for corrective advice before their problems get too serious.
How to use technology to monitor client corrective progress and to motivate you – their Trusted Advisor – to proactively reach out to clients who need your help.
Learn how to market your technology-based advisory services to prospective and existing clients.

Course Description

Keeping Your Clients Profitable Through a Volatile Economy

With inflationary pressures mounting and recessionary clouds looming, accountants and bookkeepers must prepare to advise their clients on how to effectively weather the approaching storms. As the old saying goes, “Hope for the best, but prepare for the worst.”

Learn how to help your clients more accurately predict if/when inflationary or recessionary pressures are impacting their bottom line, if/when additional funding may be required, or if/which costs need to be trimmed or cut before the crisis obliterates their bottom line. Be the Trusted Advisor who helps your clients understand their past, grade their present, and forecast 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 which result in a likely 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 expected changes that drive desired results.

Next, simply press a ‘green button’ and gain immediate access to your client’s KPIs, top 10 expenses month over month and quarter over quarter, total and net income year over year by month, and income forecast based on past performance.

An Advisory Portal (client wellness dashboard) and KPI Scorecard round out the tools you can use as your clients’ Trusted Advisor to help them safely navigate inflationary and recessionary whirlwinds. The Advisory Portal and KPI Scorecard use color-coded predictive analytics to show performance trending (GREEN = Favorable / RED = Unfavorable) and present clients’/entities’ summary movement of Profit & Loss and Balance Sheet data over time (dynamic).

Actionable financial insights everyone understands = GREEN means you’re good and RED means “Uh oh, we need to talk!”

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 by:

Understanding Your Client’s Past. Enhanced drill-down capabilities provide the flexibility to not only define the most critical client metrics to monitor, but also have those metrics at your fingertips.
Grading Your Client’s Present. The KPI Ratio, Expense, Income, and Forecasting Package will help you advise your clients by providing clear insight into their current financial positioning.
Forecasting your Client’s Future. The What If? Cashflow and Forecasting Optimizer tool will help you walk your clients through their next 12 months to define their most likely reality in the face of volatile inflationary and recessionary pressures and make critical decisions before it’s too late.
Learning How to Market Your Advisory Services. Learn how to take these powerful tools to market and drive advisory services to your firm from existing and new clients.

If You Don’t Provide Your Clients with Advisory Services, Another Accountant Will!

Webinar Qualifies For

1 CPE Credit of Information Technology for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Information Technology for CPA in Canada
1 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
1 CPE Credit of Information Technology for Certified Fraud Examiner (CFE)
1 CPE Credit for Certified Management Accountants (CMA)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPE Credit for Certified Government Financial Manager (CGFM)
1 CPD Credit for Certified Information Technology Professionals (CITP)
1 CPD Credit for Chartered Accountant - ICAEW
1 CE Credit for Certified FP&A Professional (FP&A)
1 CPD Credit for Chartered Accountants - Scotland
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland

About Instructor

Brad Adams

Chief Executive Officer (CEO), Qvinci Software

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 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 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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

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NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.1

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Christopher Hayden, CPA (US)

The platform was good; the speaker was good; the material was good. But it seemed like there was a lot to cover and it felt rushed. It was hard to get a feel for the different slides as he was moving thru them very quickly. I would have prefered it to be expanded to 1:15 or 1:30 so he could take more time on the slides and share a few stories/examples to get a better feel for the reports.

Vicki Freeman, CPA (US)

It was a very good class. It was nice to know about the product and it’s uses.

Brian Shade, CPA (US)

Very cool course for cpe given the financial environment we’re in

JJW

Jaw-hwa Josie Wen, CPA in Canada

Instructor well presented. Presentation materials are informative.

Bansari Kinkhabwala, CPA (US)

Good learning experience

1 Credit

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Subject Area

Information Technology

Completed

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How to Advise Clients Forecasting Through the Storms of Inflationary or Recessionary Periods

Course Details

Learning Objectives

Course Description

If You Don’t Provide Your Clients with Advisory Services, Another Accountant Will!

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Brad Adams

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.1

Christopher Hayden, CPA (US)

Vicki Freeman, CPA (US)

Brian Shade, CPA (US)

Jaw-hwa Josie Wen, CPA in Canada

Bansari Kinkhabwala, CPA (US)

Subject Area

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