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For Modern Accounting Firms |
Scale Advisory.
Strengthen
Relationships.
AskSOBI is the proven AI-driven software solution for delivering ‘Client Advisory Services’ to secure a repeatable revenue stream for your organization.
Contact us for a sample advisory report
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The Challenge
From Compliance to Advisory
In a study conducted by Xero, approximately 70% of their clients said that they wouldn’t recommend their accountant!
Businesses in the study cited that accountants didn’t understand their business challenges, didn’t provide enough proactive support, charged too much, or weren’t keeping up with technology.
Most Accounting and Advisory firms don’t lack insight. What they lack is a repeatable way to deliver guidance that clients trust and can actually act on every month.
So what creates the bottleneck?
Senior Partner Availability
Advisory relies heavily on senior staff availability.
Spreadsheet Chaos
Manual analysis of data scattered in disconnected spreadsheets.
Inconsistency
Individual judgment varies across the firm.
Momentum Loss
Conversations lose momentum over time without action.
THE SOLUTION
Elevate Your Firm.
Expand Your Impact.
Your Client Advisory journey with AskSOBI as your right hand
Your clients remain yours.
Your advisory becomes stronger.
An Advisor powered by technology and AI to deliver human wisdom.
The Accountants AskSOBI Business Model
Revenue potential from delivering monthly advisory services with AskSOBI
| Delivery of Monthly Advisory Services with AskSOBI: | Monthly Fee / (Costs) |
| Average Monthly Advisor Fee | $750 – $1,000 |
| Average time spent advising client (1 hour per month) Approximate hourly salary rate ($58) | ($58) |
| Licence Fee: AskSOBI (before discount) | ($399) |
| Net Profit per client: | $293 – $543 |
| Net Profit margin per client: | 39% – 55% |
| Average of 25 Clients receiving Growth Advice annually per accountancy firm: | |
| Increased Annual Revenue: |
$225,000 – $300,000 |
| Increased Annual Net Profit: |
$87,900 – $162,900 |
| (for 25 hours work per month) | |
Community Feedback
Trusted by Leaders in
Accounting & Advisory
Bernadette Amos
“My key takeaway from AI Unchained was SOBI!”
Bernadette Amos
MKBA Inc.
Billie Anne Grigg 4
“I highly, highly recommend SOBI Analytics if you are trying to get a handle on what your business needs.”
Billie Anne Grigg
Profit First Professionals
Billie Anne Grigg
“I highly, highly recommend SOBI Analytics if you are trying to get a handle on what your business needs.”
Billie Anne Grigg
Profit First Professionals
Bernadette Amos 3
“My key takeaway from AI Unchained was SOBI!”
Bernadette Amos
MKBA Inc.