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interVal can help your firm drive more meaningful conversations through empowering your clients with a platform for monitoring their valuation.
Business owners rely on their accounting partners to help them make good decisions. As most accountants acknowledge, their ability to assist is often compromised by communication issues, inconsistent access to data and an over-reliance on core, compliance-driven work. The result? Accounting practices are unable to scale-up their advisory services and clients are often left feeling underserved.
We help accounting firms across North America level-up their services by providing the technology they need to identify and solve their client’s most challenging business issues. Let us walk you through how we are helping other firms and learn how our valuation-focused platform is changing the way accountants work.Let's talk
interVal is a “two-way” platform. This means business owners and their accounting partners can view the same information. Within minutes of granting your client access to the platform, following a brief onboarding process, a highly visual and accurate valuation range can be produced.
With a number in place, interVal offers you and your client an opportunity to dig deeper and discuss the results. Our technology also makes it easy to continually monitor changes to key ratios and the valuation range itself. Over a short period of time, interVal can help you foster a more proactive, focused and data-centric relationship with your clients and pave the way for a steadier stream of advisory services.
interVal makes it possible for you to view and monitor your portfolio of clients in a single, easy-to-interpret dashboard. The platform makes identifying and actioning important changes to your clients’ valuation and other core financial data quick and easy, opening the door for more timely and relevant communications.
Rick Santos, Managing Partner
Scott Furlonger, Managing Owner
We love talking about how we help our accounting partners, but we get even more excited when we have a chance to show-off our platform in action. If you would like to schedule some time with us, get a platform tour, and learn how other firms are leveraging our technology, we are here for you!Book a demo