Advisory Edge - Get Started
This is the quick start Advisory Edge programme.
This course helps accountants and finance professionals unlock the power of Advisory Edge. In under an hour, you’ll learn to deliver high-value insights to clients using the Business Overview and Business Growth Model — with no complex setup or advisory background required.
Current Status
Not Enrolled
Enroll in this module to get access
Price
Closed
Get Started
Module Content
Module 1: Welcome to Advisory Edge
What is Advisory Edge?
You don't currently have access to this content
Module 2: Getting Started
Connecting Clients
You don't currently have access to this content
Generating Your First Reports
You don't currently have access to this content
Module 3: Business Overview Report
Making Client Reviews More Strategic
You don't currently have access to this content
Module 4: Growth & Valuation Modeling
Business Growth Model Explained
You don't currently have access to this content
Financial Snapshot (Tab 1)
You don't currently have access to this content
5 Year Projections (Tab 2/3)
You don't currently have access to this content
Business Valuation (Tab 4/5)
You don't currently have access to this content
Creating Client Report
You don't currently have access to this content
Module 5: Scaling Advisory Edge
First Conversations to Lasting Impact
You don't currently have access to this content
BONUS CONTENT
Exit Readiness & IHT
You don't currently have access to this content
Business Valuation
You don't currently have access to this content
Client Conversation Starters
You don't currently have access to this content
Report Samples
You don't currently have access to this content
Advisory Edge: Quick Review
You don't currently have access to this content