From compliance to advisory: giving clients live insight, not last quarter’s numbers

Accountants are trusted with compliance. Many clients would also like help looking forward.

The demand is there

The Intuit QuickBooks SMB Navigator Report 2024, as reported by Accountants Daily, found that 78 per cent of businesses rely on their accountant for tax and compliance. Around one in five also wanted business performance reporting and forecasting, and about a third of medium-sized businesses wanted help with cashflow management and data planning. Accounting firms estimated that 72 per cent of clients knew their full range of services, but only 42 per cent used them fully.

What makes advisory easier to start

Advice lands when you and the client look at the same live numbers. With BVOai, connect to your client's account or invite them to set one up. You both see industry benchmarks, risks, ranked improvements and a live business value, built from the books you already work in.

No cost to your practice

The client pays for their subscription. Accountant access is free.

Source: [Accountants Daily, 24 May 2024](https://www.accountantsdaily.com.au/business/19980-one-in-three-smbs-looking-for-additional-advisory-services).