Client Advisory Pack

Description
Run a monthly advisory service. This pack is the deliverable.

Every practice knows advisory is where the growth is — the hard part is having something concrete to sell. This is that something. It's a complete client reporting engine: post the client's actuals, pick the month, and produce a client-ready performance report with automatic narrative, a KPI page and charts — in 30–45 minutes per client. At that pace, a £250/month advisory fee is some of the best-margin work in your practice: 10 clients is £30,000 a year of recurring revenue. And because it's not just a template — the included Advisory Workflow tab covers how to price the service, sell it to existing compliance clients, and scale it — you're buying a service line, not a spreadsheet.

What's inside:

• Client Report: month and YTD vs budget with auto-generated narrative as your first draft, plus advisor commentary boxes for the insight only you can add
• Client KPI page: margins and cost ratios, month and YTD — the numbers that make the monthly call worth having
• Full-year Budget and Actuals tabs per client (one file per client per year — simple to manage, simple to bill)
• Advisory Workflow tab: selling it, delivering it, scaling it, with pricing guidance
• Practice name and client name driven from Settings — every report shows "Prepared by [your firm]", not ours
  
  

Built to a finance-grade standard. That means zero formula errors, and a built-in Checks tab of automated integrity tests (it ships ALL PASS — and tells you immediately if anything breaks later). It follows industry colour conventions (BLUE = your inputs, BLACK = calculated formulas), so you always know exactly which cells are safe to edit. The layout is print-ready A4 with repeated headers, and there are no macros — nothing to enable, nothing for IT to worry about.

Who it's for: accounting practices and bookkeepers ready to add advisory revenue without building the toolkit themselves.

This template is a hand-built preview of what StatimFP&A automates. Join the early-access waitlist at statimfpa.com — founding members receive preferential pricing.