When and how to Use Advisory Edge

Understand where Advisory Edge fits in your practice. This lesson outlines when to use each report, how to tier your client engagement, and how to build AE into your quarterly service rhythm. We’ll also cover simple use cases for bookkeepers, junior staff, or part-time advisors.

Who pulls the reports? Who presents them? This lesson helps you operationalise Advisory Edge by assigning roles and routines that work — whether you’re a solo practitioner or part of a larger team. We’ll also share a short case study on how one firm scaled from 3 to 30 AE clients in under 6 months.