Help clients understand
more than their monthly numbers.
Use the financial information you already maintain as a starting point for a broader business assessment. The Advisory OS can help organise an estimated valuation, highlight questions about performance and identify potential improvement areas for discussion with the owner.
Explore an additional advisory service that builds on your existing client relationships and financial knowledge.
- Your brand on every page
- Built from the file you already keep
- Nothing for your team to run
What it is worth today
$1,420,000
4.7x adjusted earnings · read from your QuickBooks on 30 September
Value we can add in 18 months
+22%
$312,000 of new value
Cash sitting in the business
$9,500
a month, freed
Local pricing gap
11%
under the three nearest rivals
Owner dependence
High
the biggest single discount
Top move this quarter
Raise the standard service call from $129 to $145. Every shop within nine kilometres is already above you. Worth $38,000 a year at today's volume, and it lands in the multiple.
Illustrative example ~ every report is built from that client's own ledger and produces its own figures.
Inside the Advisory OS
Bring the numbers into the advisory conversation.
Connect financial information with assessments, client priorities and a repeatable delivery workflow.
Turn financial reporting into a broader business conversation.
The books provide a valuable view of the business. An assessment can help the owner consider what the numbers say about performance, value and potential areas for improvement. You decide which services fit your firm's qualifications and client relationships.
Value it
A defensible number off their own ledger, with the multiple and the add-backs shown. Every quarter, so the trend is visible.
$1,420,000
worth today
Lift it
Where the value is leaking and what closes the gap: pricing, unserved demand, margin, customer concentration, owner dependence. Each move carries the dollars it adds.
$312,000
of new value, a 22% lift
Stay exit ready
The same work that raises the value is the work a buyer or a lender checks. Done quarterly, the business is never more than a quarter from sellable.
Scored
risk and readiness, every quarter
Your client relationship can extend beyond the books.
Automation is changing how routine bookkeeping is delivered. Firms can differentiate by helping clients interpret financial information, understand business performance and identify questions worth addressing.
The firm that sends statements
Answers the question the client already asked. Priced against the cheapest quote in town.
The firm that sends a valuation
Answers the question the client has never been able to afford to ask. Priced against what it is worth to know.
The difference
The opportunity
What lands in your client's inbox
A report can bring together an estimated valuation, selected performance indicators and potential improvement areas. It should be reviewed with the client and supported by verified financial information.
Defensible
What the business is worth
An estimated valuation based on available financial information, with the assumptions and limitations made clear.
Comparative
Where they sit in their market
How their margins, growth and pricing compare with the businesses they actually compete against, by industry and by region.
Local
The whitespace nobody else sees
Demand in their own service area that no competitor is serving, and the price the market is already paying for it.
Actionable
What to do about it
A prioritised set of potential actions for discussion. Validate the assumptions and agree with the owner which steps are appropriate.
Present the work under your firm's brand, where configured.
Available white-label settings can apply your firm's name and visual identity to client-facing materials. Confirm the scope of branding and delivery options for your account before promising a fully unbranded experience.
- Your firm name, logo and brand colours throughout
- Sent from you, on your schedule, to the list you already own
- Billed on the invoice your client already receives from you
- One invoice to the firm, never to your client
Not national averages. Their street.
Anyone can tell a plumbing company what plumbing companies earn. The report tells this plumbing company what the four shops inside its own service radius charge, which services none of them offer, and what that gap is worth in revenue this year.
That is the part an owner reads twice, and the part they cannot get from their bank, their software, or a chatbot.
Local opportunity · Riverside Plumbing Co.
- $64,000
Emergency after hours callout
Nobody within nine kilometres advertises it. Two rivals refer it away.
- $71,000
Annual maintenance plans
One competitor sells them at $340 a year. You have 210 repeat customers.
- $38,000
Standard call rate
Yours is $129. The local band is $141 to $165.
Illustrative example ~ every scan is run against that client's own service area and produces its own findings.
Everything in the quarterly report
Two halves. The first half says what the business is worth. The second half says how to make it worth more. All of it off the same ledger, with no work from you.
Half one
What it is worth
The number, and everything that sets it.
Business Valuation
What the business is worth today, the multiple it earns, and every add-back that got it there.
Business Score
One number for how the business is performing, broken into the parts a buyer prices.
Unit Economics
What one sale, one job, one customer actually makes after everything is counted.
Lender readiness
What a lender would say today: coverage, leverage, the gap between them and a yes.
Risk Profile
Owner dependence, customer concentration, key staff, the risks that discount the price.
Half two
How to lift it
Where the value is leaking, and what closes the gap.
Price Position
Their rates against what the market nearby actually charges, service by service.
Whitespace Opportunity
Demand inside their own service area that no competitor is serving, and what it is worth.
Local Market Scan
The market they really sell into: size, growth, who is winning and who is leaving.
Market Structure
How crowded the field is, who the real rivals are, and where the pricing power sits.
Location Quality
Whether the address helps or hurts, and what the catchment supports.
Client Acquisition Cost
What it costs them to win a customer, and which channel may be losing money.
Marketing Strategist
A local campaign built on the gaps above, not generic advice about posting more.
Referral Builder
The cheapest growth they have, turned into something repeatable.
Growth Plan
Everything above ranked into a quarter of work, each item carrying the value it adds.
Start the business value conversation before a sale is on the horizon.
Owners often think about value only when they are preparing to sell. Earlier conversations can help them understand the factors that influence value and identify areas to work on over time. Avoid promising a particular sale price or outcome.
You are the one person already in their numbers every month. When the report lands quarterly, you are the reason they started early, and the person they call when they are ready.
What starting early is actually worth
| Starts planning | Typical sale price |
|---|---|
| Five years out | $1,960,000 |
| Three years out | $1,640,000 |
| Eighteen months out | $1,420,000 |
Illustrative, on the same business. The gap is the work, not the market.
See how this could fit your bookkeeping firm.
Bring the type of client you serve and the financial information you typically maintain. We will walk through the assessment workflow, report options and what your firm would need to review before offering it.
There is nothing for you to build
Connect once
Your clients approve the QuickBooks connection you already manage. One click each, and it never has to happen again.
We build the reports
Every quarter, automatically, under your logo and your firm name. Nothing in the report says our name.
You send one email
To a list you already own, of people who already pay you and already trust you. That is the entire job.
You bill it your way
On the invoice they already receive from you, at the price you chose. We bill you once, for the firm.
Talk to a person
Want to talk it through for your own client list?
Call and we will walk through it with you on the spot, white label included, no form first. Or send it in writing instead.
Your clients already trust you with the numbers.
This is the quarter you start telling them what the numbers are worth.