JAX, Intuit Assist & Your Advisory Revenue: A Playbook for Accounting Firms
Xero’s JAX and Intuit Assist now answer the financial questions accountants used to. Here is what that means for advisory revenue, and the playbook to keep it.
Category: accountant
How Accountants Can Use Finoya’s Scenario Planning to Win More Advisory Work
Scenario planning is one of the most effective ways to demonstrate advisory value to prospects. Here is how accountants can use Finoya’s in scenario planning in sales conversations to win new clients.
How to Onboard New Advisory Clients in Under One Hour with Finoya
Onboarding new advisory clients is time-consuming if you gather data manually and build forecasts from scratch every time. Here is how to streamline the process to under one hour with Finoya.
How Accountants can Price Advisory Services Without Undervaluing Expertise
Accountants who move into advisory work often underprice their services because they default to hourly billing or treat advisory like compliance. Advisory is different. Here is how to price it correctly based on the value you deliver.
The Conversation Every Accountant Should Have With Clients in Q1
The first quarter sets the pattern for the entire year. The accountants who have the right conversations with clients in Q1 build stronger relationships and catch financial issues before they become crises. Here is what to discuss.
Finoya vs Float: A Side-by-Side Comparison for Accountants and CFOs
Float and Finoya both offer cash flow forecasting for SMEs and their advisors. But they are built for different workflows and pricing models. Here is what sets them apart.
How AI CFO platform can help Tax Accountants increase advisory revenue?
SME owners need CFO-level financial guidance but cannot afford to hire one full-time. AI CFO platforms are filling that gap.
Why Australian Accountants Are Adding AI CFO Tools to Their Practice Right Now
Finoya is built specifically for accountants, fractional CFOs, and bookkeepers who want to deliver meaningful advisory without hiring more staff.
How Small Accounting Firms Can Scale Advisory Services Without Hiring
Learn how small accounting firms can offer advisory services without adding headcount. Discover how Finoya helps scale client insights and planning.