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.
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.
