The financial clarity you've been putting off—finally done for you
Share your name, email, and firm name. We'll send you simple export instructions for QuickBooks.
Export your Chart of Accounts and General Ledger (takes ~5 minutes). Upload securely via our encrypted link.
We'll process your data and create a personalized benchmarking dashboard within 24 hours.
Schedule a 45-minute walkthrough where we explain your results, answer questions, and learn what would make this even more useful for you.
"Growth doesn't solve problems for advisory firms with bad metrics. It just compounds the bad metrics to become even worse." — Michael Kitces
Clear KPIs, peer benchmarks, and plain-English explanations of where you stand across 20+ core financial and productivity metrics.
Expenses and pricing are balanced, leaving a solid income pool for owners and growth.
Direct and overhead costs are balanced, leaving a solid, sustainable profit after owner market pay.
Advisor capacity underused or over-servicing.
Balanced team and processes support stable costs and sustainable productivity.
Fees may be high or revenue concentrated; retention risk rises if value isn't clear across clients.
Overhead aligns with service model, supporting efficient delivery and healthy margins.
See exactly where your money goes—and how you compare to similar firms
Common questions about data, security, and the pilot process
We'll do the heavy lifting now. You export from QuickBooks; we map, benchmark, and create your personalized dashboard.
Your information stays private and secure.