When providing advisory services, your firm has the responsibility to identify core issue drivers and present solutions that help guide your clients towards smarter business decisions.
Improving the quality of your services is your driving motivation. Often, it can be achieved by gaining simple, clear, and professional guidance. The latter identifies your team's strengths and weaknesses, ensuring your advisory firm is appropriately skilled to provide business advisory solutions.
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The main advantages of using advisory software are:

• Having an expert by your side at all times
• Gaining a different perspective
• Training your team to deliver advisory services
• Learning how to win new clients & up-sell existing services
• Managing the workload of client advisory engagements
• Enabling clients to engage and feel excited about their business

Choosing The Right Software For
​Your Business Advisory Services

Even the most experienced accounting firms run into situations where workload stress detracts from the clarity of mind needed to operate optimally. This is where business advisory services software can make a dramatic impact on your firm’s performance.

Choosing the right advisory software can be challenging however, so we recommend keeping a few principles in mind when considering advisory software applications:

• Identify the advisory services you'd like to improve – start your search by matching your interests, team experience and client requirements
• Consider key insights – does it provide global reports on team & customer progress?
• Analyse the features of the software - have a conversation to get answers to your questions or request a demo
• Keep the end game in mind - the first step to improve your service is knowing your end game

This is the reason WHY Advisor-e was formed in the first place; there simply isn't another business advisory software for accountants, that achieves the following objectives;

End Game Objective

Advisor-e Feature

Where are our clients in relation to the Growth (Fundamentals) Curve? (Where do they want to get to and by when?)


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​What are the common problems our clients are (most) likely to face?
What is our (prepared/packaged) solution for each of these problems?




Who in our team, can deliver the solution?
What is the (structured) learning path for our team to be more capable in future? (Who will be capable, by when?)
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Which of our clients are utilising these solutions?
What has proven to be the best methods of approaching, scoping and delivering these solutions?


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What are the actions/ outcomes achieved by our clients as a result of these solutions?



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Who can we collaborate with to get better outcomes for our clients?

​Growth Curve provides the 'architecture' for defining your business advisory services and internal training programmes.
Revenue Models help to Quantify & Qualify critical business owner assumptions; they help prioritise services and serve to align the advisor with their client's desires.

Fully editable document set (start with what we’ve built & make it yours)
Cloned & Branded – always up to date / consistency of team delivery.
Lock n Hide makes it easy to ‘control the reveal’ (maintain privacy / reduce client confusion)
Search & Favourites make them easy to find.

Coffee Cup Tutorials provides 'tips n tricks' 24/7 - help is always at hand.
CPD Log provides the structure and progress report.
Look-Thru layer makes it easy to check on performance.
Career development and team meeting templates support the learning path and ‘tie-back’ to practical advisory services delivery. (Bottom-up leverage)

Client Service Plan acts as both ‘Orientation & Preparation’ plan & will serve as global client services report source.
Campaign & Total Needs Sales (training & tools) provide 'hierarchy matched' options.
Platinum hr meeting structure highlights ‘what works best’.

Action Plan Reminder automates the ‘who is doing what’ as a result of each meeting and reduces ‘after meeting’ notes/ emails. (Client can access anytime) - You can think of this as 'Accountability Software!'
Global Actions Report summarises all actions, all clients.
API driven Financial Performance reports enable clear evidence of progress to support your management report meetings.
Revenue Models provide the ‘business variables’ to help prioritise actions.
Formal Risk Management Framework enables the professional facilitation of risk management solutions. (essential for those delivering Governance based services)

External Advisor Matrix makes it easy to ‘control the narrative & collaborate’ with external advisors; improving your advisory services network.

​Our Advisory Services Software makes it easy for business owners to plan and execute with all their advisors, in one place.
If you’re ready to get more of your team delivering more advisory services, to more of your clients, we’d encourage you to request a demo by completing the form today.