Last week, BizEquity partnered with ADP to inform accounting professionals on how valuation can be the basis of their client interactions, drive new client acquisition for their firm - enabling all accountants to go beyond the traditional role of the standard tax preparer.

Since accounting professionals already possess the necessary expertise for analyzing business financials, budgets, financing limitations, overhead cost and more- they are in a unique position to provide a strategic advisory approach when working with clients.

Presenters Michael Gola, Vice President of Enterprise Accounts at BizEquity, Jennifer Gesing, Vice President of Channel Sales at ADP, and Marie Torossion, Founder and CEO of Marie Torossion CPA, dove into a collaborative discussion to share their industry knowledge of the role of valuation in accounting. The webinar was designed for accounting firm leaders who are looking to offer a broader range of services to meet the changing economic landscape.

The session covered the following:

  • Where tax firms and the accounting industry are heading
  • How to build their book of business beyond referrals and repeat business
  • The steps firms can take to offer more comprehensive advisory services
  • How to offer on-demand business valuations without the need for additional expertise

So, where does BizEquity’s valuation software come into play? BizEquity’s platform is the solution to many questions that arise when accountants think about where the industry is headed, how to differentiate their firm and services offered, and how to save time conducting business valuations in a traditionally extensive, time-consuming process. 

Did you know that 56% of accountants admit that technology is increasing their productivity? Or that 58% have invested in accounting software to meet their clients’ expectations? 

Thought leaders in the space like Marie Torossion, CPA have found great success using BizEquity’s valuation software to address these challenges. 

“BizEquity simplifies my work while maximizing value and delivery for the client,” Marie stated. 

And Marie is not alone. Many accounting professionals are already using BizEquity to conduct business valuations. Take a look at the different ways CPAs use BizEquity, and how offering on-demand valuations and relevant data-driven business insights can assist with your or your firm's needs and goals. 

In case you missed it, watch the full recording of the webinar here.