Build a Lucrative Business as a Trusted Advisor With QuickBooks Online Advanced

Published on October 7, 2025

Historically, accountants kept records and took care of compliance. Increasingly, today’s clients are looking for strategic advice and, with QuickBooks Online Advanced, you’ll have the tools you need to transition into the role of a trusted advisor, boosting your own profitability as you provide greater value for your clients.

The importance of real-time data

Quality advice is underpinned by accurate information. With QuickBooks Online Advanced you can draw on real-time financial reports and analytics to generate tailored dashboards that continuously track key performance indicators (KPIs). By integrating QuickBooks Online Advanced with other business tools such as CRM systems and project management software you can gain a holistic view of your clients’ operations, positioning you as an advisor with a deep understanding of the business.

Command higher fees

A business advisor commands higher fees than an accountant who is thought to be just “doing the books”. QuickBooks Online Advanced will give you the power to turn data into strategies that can improve performance, reduce risk and give your clients the confidence to grow. With tools like Excel integration, you can provide services typically limited to larger firms. And, with access to high levels of personalisation, you can market yourself as a specialist in various industries and sectors.

Promote your advisory business

QuickBooks Online Advanced not only equips you to give sound advice, it can help you develop effective marketing strategies to promote the value of your role and attract new clients.

Webinars and workshops: Demonstrate how your advice can enhance business outcomes—for example, using automation, real-time reporting or inventory management to solve real problems. You can also show how you resolve specific challenges, such as complex expense tracking for a transport company or improving cash flow for a professional services firm. Invite your audience to comment, or discuss their own frustrations and concerns, so you can start building important relationships.
Testimonials: Client testimonials endorse your expertise in a human and relatable way—a powerful way to build trust and attract new clients. Share them on your website, on LinkedIn or in your newsletters to show how your advice has helped clients to solve their problems and identify opportunities.
Screenshots and demos: A screenshot of a customised dashboards will bring the information to life. Better still, record a short video showing the value of having critical KPIs such as revenue trends, cash flow and profitability at your fingertips, and in real time. Build these into proposals, webinars and LinkedIn posts to show how you can help clients make informed decisions faster.
Specialisation: Tailor your webinars, testimonials and dashboards for industries such as construction, hospitality, professional services, and retail to position yourself as a specialist.
Free client hooks: Offer free, no-obligations services or demonstrations tailored to your potential client’s needs. These could include a QuickBooks Online Advanced health check, a sample advisory report, or a free Q&A session on a specific pain point such as cash flow forecasting or inventory control.

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