Client advisory alerts
More advisory work from the clients you already have. A monthly list of who's worth a call, and why, pulled from their own books.
Hours back
2
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Books checked every month
Each client's ledger is read after the month closes, against the triggers your partners care about.
- 02
Triggers you set
Registration thresholds, falling cash, fast growth, big new loans, a jump in wages, overdue tax payments. Each comes with the figures behind it.
- 03
A short list per partner
Five to ten clients a month, each with one line on why they're worth a call.
- 04
A call offered if the client's keen
A draft email offers a chat. If the client says yes, they pick a time in the partner's diary.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Partners choose who to contact and approve every email. The build spots the pattern. Your team gives the advice.
What it's worth
What those hours add up to.
2 hours a week, over 46 working weeks, is 92 hours a year. At $50 an hour, that’s
$4,600
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
The signs are already in the ledger: a client nearing the VAT or GST threshold, cash sliding three months in a row, sales up 40 per cent with no change to their structure. Nobody spots them until year end, when the useful conversation is six months late.
What we build
- Books checked every month
- Triggers you set
- A short list per partner
- A call offered if the client's keen
A month in
Advisory conversations happen while they're still useful, partners start each month with a short list instead of a hunch, and clients see the firm as more than the people who do their tax.
FAQ
Won't clients feel like we're selling to them?
Rarely. An advisory note only goes out when there's a real reason in the client's numbers, and a partner approves it first. Most clients are glad someone noticed.
Can we choose the triggers?
Yes. Advisory alerts start with the handful of triggers your partners already watch for, and you can add more after handover.
More for accounting firms
See them all →Next step
Bring this one to a free live build.
Thirty minutes on client advisory alerts. We build its elf with you, live, and you keep it.