I was at capacity and knew something was off. AdvisorEconomics showed me the problem right away: I wasn't charging enough.

I thought it was my investment-only clients. I was wrong.

AdvisorEconomics revealed several of my earliest financial planning clients were unprofitable. If I'd trusted my gut, I would've made a costly mistake.

It didn't just show me the problem. It showed me exactly what to do next with action steps and benchmarks.

As a numbers guy, seeing the data gave me the clarity and confidence I desperately needed. I'm excited about the next steps for my business.

As a CPA, I've looked at a lot of these tools and they're all too generic to be useful. I'd wanted to build a real KPI scorecard for our firm for ages and never could. This is 10,000 times better than anything I've ever had — it's hyper-focused on exactly our type of business, and it's easy and intuitive.

Onboarding was easy — and it doubled as a way to check my bookkeeper's attention to detail. I found a couple of transactions I had to reclassify as a result. I'd never been able to cut my data against all these KPIs this way before.

I had a feeling my rent and fixed costs were too high. AdvisorEconomics quantified it against real benchmarks and mapped out a clear path to about $700K more in revenue. It confirms my intuition on where we are and where we need to go — instead of me just guessing.

I'll be honest — I'm not a natural financial manager of my firm, and I don't love thinking about costs. AdvisorEconomics made it obvious where my real levers are. Easy intake, and it's clearly built around the final output and the decisions that actually get driven. I'm super bullish on it.

The benchmarks matter even for firms like ours that are already doing well. Ours made it obvious: my partner and I can't absorb many more clients ourselves, so if we want to keep growing, we need to hire. And if we'd rather stay small and highly profitable, the data shows we're already nailing that. Either way, I can see exactly where we stand.

My revenue per client was at the bottom of the benchmark while my cost to serve them was at the top. Seeing it side by side, it hit me — I was essentially giving away my service. It gave me the clarity and confidence to raise my fees.

I hate going into QuickBooks — it's overwhelming and none of it makes sense. We'd built our own spreadsheet to pull this data together, and keeping it up to date was a constant pain. AdvisorEconomics basically took our spreadsheet and turned it into a really slick piece of software. I find it really valuable and helpful.

I review our financials every month and try to do the analysis myself. In one 30-minute session, AdvisorEconomics did what I hadn't been able to pull together in years of doing it by hand.

Instead of the spreadsheet we've used to build our scorecard every year, this keeps track of everything for us — and I love that the benchmarks are built right in. It saves me a lot of time.

I'd been telling our owner we were under-investing in technology. AdvisorEconomics put it on screen against our peers in seconds — I literally screenshotted it and sent it to him. The benchmarking data alone is big for us.