By fixing the pattern every firm knows: hundreds of compliance clients who have never once been offered advisory, business development that dies from January to April, and relationships that only exist at deadlines. Here is exactly what the agents do and what they cost.
The average firm is sitting on its own best market: compliance clients whose returns and books already reveal exactly which advisory services they need. The cross-sell almost never happens, because the person who sees the signal is a preparer with two hundred returns due, not a seller.
And the calendar fights you. Busy season swallows business development for a third of the year, then everyone surfaces in May to a pipeline that has been dead since Christmas. The firms that grow are the ones whose outreach never stopped.
The advisory need surfaces in the client meeting: the owner mentions the acquisition, the succession worry, the second state. Then the meeting moves on and the moment dies. Live Advisor sits in those meetings with your partners and managers and coaches in real time: it catches the advisory opening as it's spoken, surfaces the bridge line, and flags the fee concession before it slips out. The people who hear the need first become the people who can act on it.
Reads the signals already in your practice: the client whose revenue jumped, the one with a state nexus problem, the owner approaching a sale or succession. Flags the advisory conversation each one deserves, with the evidence attached.
Turns a partner's go-ahead into a ready-to-review proposal or engagement letter in your format, priced from your own fee history. Review and send in minutes, even in March.
Runs the offer motion busy season kills: a steady, personal cadence introducing planning, CAS, and advisory to the compliance clients who fit, timed to their fiscal calendars rather than yours.
Works former clients and stalled prospects: the business that left over a fee dispute two partners ago, the prospect who said 'after year-end' and never heard from you again.
The demand is already inside your client base; the constraint is that nobody has time to work it. Agents read the signals in the work you already do, draft the proposal or engagement letter the moment a partner says go, and run the introduction cadence year-round, busy season included. Partners approve and take meetings. The machine does the watching and the writing.
Same prices as everyone: the Revenue Leak Audit is $9,500 fixed, guaranteed to find 10× its fee in annual leak or you don’t pay. Agent builds run $25,000 to $75,000 by scope, and the Scoot platform is $100 to $150 per seat per month. Prices are on the pricing page, the same way your price is on every quote you send.
No. The agents work alongside the tools you already use. The audit maps how work actually happens in your company before anything gets built.
You do, for the long term: the agents, your customer conversation history, and the playbook. The monthly platform fee is run-cost, not rent; you own your trucks and still buy fuel. And we train your people to run and extend the system as your AI program grows.
Tell us how you sell today. Leave with where we’d look for the leak in your business and what we’d build first. Prices are posted; no retainers, no surprises.
Book 30 minutes with Ed