Step Into Strategic Advisory -
Without the Overwhelm
Light-touch, high-impact planning tools for accountants ready to add value beyond compliance.
Who It’s For:
You want to help clients understand their financial performance and plan ahead, but you’re not ready to go all-in on advisory services just yet. Advisory Edge is your bridge between compliance and consulting.
Now with unlimited connections.
Giving you the 'Advisory Edge'
- On-Demand Strategic Reports
Quickly generate financial snapshots that help clients see the bigger picture.
- Insightful Business Overview
Includes profitability, working capital, key revenue drivers, financial health, and valuation.
- Build a 5-Year Plan with Impact
Map out high-level growth and working capital targets—with clear visibility of the impact on business valuation.
- Simple Enough to Scale
Use it with multiple clients, even if you’ve never offered advisory services before.
Why Accountants Love It
- No Advisory Overhead
No complex tools. No deep consulting training.
- Client-Ready Outputs
Clean, visual, and professional reports.
- Better Conversations
Lead more strategic discussions, even in standard reviews.
- Adds Value Instantly
Insight your clients will actually care about.
Shift the focus from reviewing past performance to planning for future growth. Create a forward-looking 5-year plan, outlining potential business value. Help your clients understand the strategic direction of their business and the benefits of setting clear, future-oriented goals.
Provide clients with a clear and concise understanding of their current business performance and valuation. Highlight key metrics and areas of concern, making the information easily digestible.
Engage clients in a discussion about potential growth strategies and their impact on business valuation. This empowers clients to identify realistic and actionable areas for improvement, fostering a sense of ownership and motivation.
Collaboratively set achievable targets for key business metrics, creating a personalised and motivating plan. This helps clients focus on clear goals and feel confident in their ability to reach them.
Demonstrate the tangible benefits of achieving the set targets by showing the potential increase in business valuation. This makes the end goal aspirational yet grounded, encouraging clients to strive for improvement.
Position yourself as indispensable to your clients with an approach that adapts to their needs. This approach reduces pressure and keeps the door open for further support and deeper analysis as required..
What Advisory Edge Delivers
Business Overview Report
A concise, yet comprehensive, two-page report providing a snapshot of your client’s financial performance over the past two years. It includes:
- Sales, Margins, and Profitability
Understand key financial metrics at a glance
- Revenue Drivers
Analyse customer retention and acquisition trends.
- Working Capital Metrics
Monitor debtor days, creditor days, and cash movement.
- Net Worth Analysis
Assess the overall financial health of the business.
Ideal for initiating strategic discussions and identifying immediate areas for improvement.
Enhanced Business Growth Model
A forward-looking, data-driven framework that enables you to:
- Evaluate Business Performance
Quickly assess current financial standing.
- Model Financial Impact
Simulate future scenarios based on strategic decisions.
- Forecast Growth
Project revenue, profitability, and valuation over a five-year horizon.
- Strategic Planning
Align business goals with financial projections.
Designed for finance professionals aiming to provide high-impact advisory services.
Getting Started
To make the most of your trial:
- Generate Reports: Use your client’s data to create both reports.
- Review Insights: Analyze the findings to identify key opportunities and challenges.
- Engage Clients: Use the reports to facilitate strategic discussions and planning sessions.
Need assistance? Training & Support resources are available to guide you through each step.
By leveraging these tools, you can enhance your advisory services, deliver greater value to your clients, and position yourself as a strategic partner in their business growth journey.
Bridge the Gap Between Compliance and Value-Driven Advice.
After Your 14 Day Free Trial:
£49 +VAT per month
Unlimited Connections
Deliver high value advisory without the hassle.