The CAS Advisory Playbook
How to turn QuickBooks data into a $30K-$108K advisory revenue stream — with 80-91% margins.
Everything your firm needs to launch advisory services
Most firms know they should offer advisory. The problem isn't the analysis — it's packaging it into a service clients will pay for monthly. This playbook solves that.
Unit economics for every tier
$19-$149/mo cost → $150-$1,000/mo advisory fee. 80-91% margins.
Ready-to-use templates
Engagement letters, client explainers, pricing matrices, report walkthrough scripts.
Sales scripts & objection handling
4 conversation scripts, 2 email templates, 14 objection responses.
Scale it: $30K-$108K/year
Pilot with 5 clients. Expand to 20. Full revenue projections included.
What's inside the playbook:
- Advisory revenue opportunity & unit economics
- 3 service packaging templates (with pricing)
- 4 sales scripts & 2 email templates
- Client-facing engagement letter template
- “What Is Cohort Analysis?” client explainer
- 14 objection responses (firm-side & client-side)
- Quick-start checklist & pricing decision matrix