The HABU Accelerator Podcast

Ep009: Using Benchmarking and Analytics to Deepen Client Engagement with Glenn Dunlap

December 20th, 2022  •  32 mins 48 secs  •  Download (22.6 MB)  •  Link with Timestamp

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On the show today, we connect with Glenn Dunlop of Peerview Data, a firm many of our clients have used for several years. Peer View provides easy benchmarking and analytical data that allows CPAs to engage their key clients.

You enter the client's information. You can compare it against their peers in the industry. You can sort by SIC and NICS codes, geography, revenue, and bands, and analyze the KPIs that lead to substantive conversations with your clients.

Take a listen and learn more about what it takes to accelerate your firm's advisory practice.