Glenn Dunlap
Special guest
Glenn Dunlap is the Co-Founder & CEO of Peerview Data, a SaaS firm that specializes in benchmarking and comparative analytics solutions for CPA firms. Peerview turns the company data accountants use for audits and taxes into competitive insights they can use to improve their clients and to improve their practices. Peerview works with firms across the country, including several Top 100 firms.
Glenn has spent his entire professional career working in and with entrepreneurial, high-growth companies. As a seasoned business advisor and small business executive, Glenn has consulted daily with entrepreneurs on strategic and business planning, building financial projections, determining the appropriate capital structure and raising capital. Dunlap’s consulting career helped him identify the need that business owners have for actionable information which led to the launch of Peerview Data.
Glenn Dunlap has been a guest on 1 episode.
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Ep009: Using Benchmarking and Analytics to Deepen Client Engagement with Glenn Dunlap
December 20th, 2022 | 32 mins 48 secs
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.