Make better decisions with better data

CPA GRADESSM is a BI solution crafted specifically for CPAs. This innovative tool seamlessly integrates with your existing practice management software. Transform your data into a user-friendly, cloud-based dashboard, enabling effortless viewing and analysis of critical data points in just a few clicks.

Connect with multiple data sources

Why Trust

Make data-driven decisions

With real-time data at your fingertips, allow CPA GRADESSM to help you make informed decisions.

Improve efficiency & productivity

Don’t waste valuable time and resources in Excel creating reports. Utilize CPA GRADESSM to find the same information in seconds.

Increase client satisfaction

Provide data-backed support to your clients that they can’t receive elsewhere. The speed and reliability with which you can assist your clients will create partnerships for life.

Transform Your Practice Today

Real-time reporting for timely and informed decisions

Simplified workflow: no data exports, prioritize clients

Streamlined operations with improved client experience

Visibility into all aspects of the business

The ROI is measurable

2 PERCENT

Average increase in realization within 6 months of implementation

7 DAYS

Average decrease in days outstanding within 6 months of implementation

UNLIMITED

No per user licenses – allow access to as many members of your firm as you would like

The solution is SECURE

Let analytics grade your clients

 

  • Take the emotions out of client evaluation
  • Dynamically grade your clients in real time
  • Easily adjust weight for each KPI to reflect your firm’s unique needs

Gross Profit

Realization

Age of Relationship

Days to Pay

Expense per Hour

Seasonality

CPA GRADES isn’t just a tool; it’s a catalyst for organizational excellence. It has revolutionized the way we operate, delivering tangible results in terms of cost savings, productivity gains, and enhanced decision-making capabilities.

Bob Woodard

CEO/Managing Shareholder, Jaynes, Reitmeier, Boyd & Therrell, P.C.

Scarpello Group played a key role in transforming our data and developing a custom dashboard for us that provides real-time insights into our business. Not only are we better able to use our data to drive decisions today, but we’ve also been able to accelerate the build out of other data-driven strategic priorities.

Aldrich Advisors

Top 100 Accounting Firm

Join the hundreds of CPAs using CPA GRADES today

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Omaha, NE 68131