Director of Customer Success - interVal
"Using interVal's automated discovery has been a game changer for me and my clients. Having access to automated actionable insights surfaced through the platform has allowed me to proactively advise my clients efficiently. They may need to invest excess working capital or have a better understanding of their serviceable debt, but they are trusting me as their advisor to do so, and interVal saves me time to help them."
"interVal is a value-added tool we use with our clients. It provides key knowledge of the value of the client’s business as they grow and ultimately look toward succession planning. The first question from many of our clients used to be “how much tax do I owe?” However, after using interVal for several years, many of our clients first question has become “what is my business worth this year?”"
Watch how accounting firms like Tino Gaetani & Carusi are using interVal to create conversations with their small business clients, and help them plan ahead. You'll hear from Vanessa Salvador, CPA, CA a partner at Tino Gaetani & Carusi on her use of the platform and how she re-engages with clients by talking about valuation.