For bookkeeping & accounting firms
Turn your books into advisory — without hiring a writer.
You already have the numbers. AdvisoryMemo turns them into a client-ready monthly memo in under a minute, so you can charge advisory rates instead of bookkeeping rates — for the clients you already have.
Free to start. No card required until you're ready to send.
$300–800/mo
What bookkeeping sells for
$1,500–3,000/mo
What advisory sells for
~1 min/client
What the memo takes you
The gap between those first two numbers is a monthly narrative most firms never have time to write. That's the whole product.
The output
This is what your client receives
Generated from five numbers and two optional notes. Written in plain language, specific to the client's industry — not a template with the name swapped out.
Headline
Revenue jumped 17.8% this month, but the cost of growing that fast — mainly a new hygienist and Saturday hours — took a real bite out of profit.
What happened
Riverside Dental brought in $84,200 in July, up from $71,500 the month before. Net income tells a different story: it dropped to $14,300 from $18,200, a 21.4% decline, even though revenue was up. The main driver is payroll, which rose 22% after hiring a second hygienist.
Numbers at a glance
| Metric | This period | Prior period | Change |
|---|---|---|---|
| Revenue | $84,200 | $71,500 | +17.8% |
| Net Income | $14,300 | $18,200 | −21.4% |
| Net Margin | 17.0% | 25.5% | −8.5 pts |
| Cash Balance | $32,100 | — | — |
Trimmed for length. Full memos also include Why it matters and Recommended actions.
How it works
Three steps, once a month
- 1
Close the books
Nothing changes about how you work. AdvisoryMemo sits downstream of numbers you've already reconciled — it never touches the books themselves.
- 2
Enter the numbers
Revenue, net income, cash, and anything notable that happened. Connect QuickBooks and the figures come across on their own.
- 3
Review and send
You get a first draft in your firm's voice. Edit anything, then print to PDF and send it under your own name.
It won't invent things
The memo works only from figures you provide. Where a recommendation needs a detail it wasn't given, it asks a question rather than assuming an answer.
You stay the author
Every memo is a draft for you to review. Nothing reaches a client without you reading it first — this isn't automation of your judgment.
It's a new billable line
Firms use these to move clients from bookkeeping to an advisory engagement. It's meant to be priced, not given away.
Write one for a real client and see.
Takes about a minute. If the memo isn't something you'd actually send, you'll know immediately.
Create your first memo