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

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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!

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.

Recommended For

  • This Online CPE webinar is recommended for CPA Professionals and Accounting Firms who want to understand how to advise clients forecasting through the storms of inflationary or recessionary periods.

Who Should Attend?

  • Accounting Firm
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1 CPE Credit of Information Technology for Certified Public Accountants (CPA-US)
  • 1 CPD Credit of Information Technology for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Information Technology for Certified Fraud Examiner (CFE)
  • 1 CPE Credit for Certified Government Financial Manager (CGFM)
  • 1 CPD Credit for Certified Information Technology Professionals (CITP)
  • 1 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
  • Advance Preparation :


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About Presenter

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.

About Company

Qvinci Software

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 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.


FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review


206 Ratings



Very Good









Christopher Hayden, CPA (US)

Sep 1st, 2022

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)

Sep 14th, 2022

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


Brian Shade, CPA (US)

Sep 14th, 2022

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


Jaw-hwa Josie Wen, CPA (CA)

Aug 10th, 2022

Instructor well presented. Presentation materials are informative.


Bansari Kinkhabwala, CPA (US)

Sep 26th, 2022

Good learning experience

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


1 Credit

Subject Area

Information Technology

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