How long until it pays for itself
Monthly plan cost on annual billing, divided by one new client's $2,500 monthly fee.
Start
0.4 months
to pay for itself
$999 ÷ $2,500 = 0.4
About 12 days, then $1,501 left each month
Scale
0.64 months
to pay for itself
$1,599 ÷ $2,500 = 0.64
About 19 days, then $901 left each month
Growth
0.96 months
to pay for itself
$2,399 ÷ $2,500 = 0.96
About 29 days, then $101 left each month
What every client file includes
For every client, built from their QuickBooks or Xero. Unlimited users included.
5-year financial model
Multi-entity consolidation
52-week cash flow forecast
Payroll integration
Scenario and hiring plans
Client-ready dashboards
How firms build it into their fees
Pick one and use the script.
Build it into new-client pricing
Say this“Our advisory engagement includes a 5-year financial model and a 52-week cash flow forecast. That’s part of the package, not an upgrade.”
Fold it into an existing retainer at renewal
Say this“We’re upgrading the reporting you already get. Same fee. Starting next month you’ll see a 5-year financial model and a 52-week cash flow forecast.”
Raise the fee, but attach a new deliverable
Say this“Starting next quarter we’re adding a 5-year financial model, a 52-week cash flow forecast, and scenario modeling to your monthly package. The fee moves from $2,500 to $2,750.”
Common questions
What if we roll it out and nobody uses it?
Unlimited users, so nobody rations logins. And forecasts build themselves from QuickBooks or Xero, so the deliverable exists whether or not anyone logged in.
How do I run this for my firm?
Divide your plan's monthly cost by what one new advisory client pays you each month. That's your payback in months.
