Turn Your Clients' Books Into a New Revenue Stream
Your clients already trust you with their financials. Now help them plan their future—and grow your practice with high-margin advisory services.
The challenges you face
Clients want more than compliance
They're asking for forecasts, budgets, and strategic advice. But building custom models for every client doesn't scale with your current tools.
Advisory work is hard to price
The time required to build and maintain forecasts makes it difficult to offer advisory services profitably.
You have the data, but not the tools
You're already in their books every month. You see the patterns. You just need a faster way to turn insights into forward-looking plans.
A better approach
Profitual connects directly to your clients' QuickBooks or Xero accounts and helps you build professional forecasts in minutes. Deliver the advisory services your clients are asking for—without the manual spreadsheet work.
Why accountants choose Profitual
Add a new service line
Offer forecasting and budgeting as a standalone service or bundle it with your existing packages.
Build models in minutes
Our templates are designed for accountants. Start with proven structures instead of blank spreadsheets.
Automated updates from their books
Connect QuickBooks or Xero once. Actuals flow in automatically. No more chasing clients for data.
Professional client deliverables
Generate polished reports that position you as a strategic advisor, not just a bookkeeper.
Shareable reports
Export professional reports to PDF or Excel. Present polished financials that position you as a strategic advisor.
Built for accounting workflows
Everything you need to deliver forecasting services efficiently.
QuickBooks & Xero Integration
One-click connection to your client's books. Historical data imports automatically, actuals sync daily.
3-Statement Models
Complete income statement, balance sheet, and cash flow projections that tie together automatically.
Variance Analysis
Compare forecast vs. actuals automatically. Have proactive conversations with clients about what's changing.
Client-Ready Reports
Professional reports you can share directly or export to PDF. Ready to present without reformatting.
Scenario Planning
Help clients understand different outcomes. What if revenue grows 20%? What if they add two new hires?
Multi-Client Management
See all your client forecasts in one place. Identify who needs attention and prioritize your time.
Expand your service offerings
Monthly Advisory Packages
Bundle forecasting with your bookkeeping services. Deliver monthly insights that justify premium pricing.
Annual Budget Planning
Help clients build their annual budget efficiently. Update it throughout the year as circumstances change.
Fundraising Support
When clients need investor projections, deliver professional models quickly—and bill accordingly.
Ready to grow your advisory practice?
Add forecasting services that your clients need—and that grow your revenue.
Start Free TrialNo credit card required