Stop giving away advisory for free
Your firm already does incredible analytical work for clients. CohortGenie helps you package it, brand it, and charge for it.
The “random acts of consulting” problem
You pull QuickBooks data, build spreadsheets, find patterns, and give clients strategic advice — all as part of your regular engagement. It's time-intensive, impossible to scale, and you're not charging for it. Meanwhile, your CAS revenue is flat and clients see you as a cost center.
Package your expertise into a sellable service
CohortGenie automates the heavy-lifting analysis and packages it into branded deliverables your clients will pay for. You add the strategic context. Your clients get actionable insights. Your firm gets a new revenue stream.
Monthly Client Health Reports
Automated monthly reports showing each client's customer retention, revenue trends, and cohort performance — delivered with your branding.
Quarterly Strategic Deep-Dives
In-depth quarterly analysis comparing cohort performance, identifying growth opportunities, and surfacing at-risk customer segments.
Annual Strategic Reviews
Year-over-year cohort analysis with forecasting, LTV projections, and strategic recommendations your clients can act on.
Calculate Your Advisory Revenue
See how much additional revenue CohortGenie can unlock for your practice
Annual advisory revenue
$90,000
Annual CohortGenie cost ($59/client/mo)
$10,620
Net margin
$79,380 (88% margin)
A day with CohortGenie
What advisory looks like when the analysis is already done
Open CohortGenie dashboard — review client health scores flagged overnight
Generate this month's advisory reports for your top 10 clients (2 minutes total)
Client meeting: walk through their cohort analysis, discuss retention strategies
New client onboarding: connect their QuickBooks, first insights ready by lunch
Review AI-flagged anomaly: Client XYZ's Q1 cohort retention dropped 15% — prep advisory call
See it in action with your own client data
We'll connect to a sample client's QuickBooks and show you real advisory insights in 20 minutes.