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Our Most Popular Courses

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Advisory Edge

Advisory Edge

This is the quick start Advisory Edge programme. This course helps accountants and finance professionals unlock the power of Advisory Edge. In under an hour, you’ll learn to deliver high-value insights to clients using the Business Overview and Business Growth Model — with no complex setup or advisory background required.

Marketing ROI Report

Marketing ROI Report

This report has been developed in response to our customer’s feedback. Specifically, how you can advise your clients on the effectiveness of their marketing activity and analysing the impact it has on their customer base and the revenue it helps generate. Enabling you to analyse one of the key expenses within your client’s business.

Business Overview Report

Business Overview Report

A simple yet incredibly detailed 2-page overview of business performance over the last two years, detailing sales, margins, overheads, net profit and net worth.