Business Advisory Software for Accountants

With an increasing number of business advisory software and tools becoming available in the accounting market, what solutions will you choose to best structure your practice?

Here at MAUS, we recommend following our simple 7 step program to easily create a successful business advisory arm to your accounting practice. The program focuses on using business advisory software to automate each important step and with so many tools available in the market, we look at the benefits of using MAUS business advisory software as a complete end to end solution for your accounting firm.

business advisory software

The Business Advisory Success Methodology

1. Client Relationship Management
2. High Level Goals
3. Business Value Gap Analysis
4. Financial Analysis
5. Strategic Planning
6. Strategy Execution
7. Exit & Succession


Step 1 – Build client relationships

The first step is preparing yourself to be successful in business advisory services. The appointment of a business champion is critical to the ongoing delivery of services. Managing client relationships is especially important to pinpoint the right service plans and strategies for implementation.

MAUS business advisory software will help you to easily manage your clients and conduct business advisory services. It includes the largest range of consulting apps in an ‘all in one’ business advisory software platform. Simply select the tools you wish to use depending on the client needs.

business advisory software

Step 2 – Establish high level goals

Do you know what you will ask a potential client when you first engage with them? From here you need to determine your clients’ hot buttons with probing questions such as “What keeps you awake at night?”

This can be done through the MAUS Client Needs Analysis module which will indicate where the client’s strengths and weaknesses are, a structured approach that is effective for all clients. The software will then auto create a gap analysis report, an action plan and a detailed proposal to address specific needs.

business advisory software

Step 3 – Business value gap analysis

The third step is to educate the client the importance of non-profit building activities to boost the overall value of their business. This can be anything from establishing how much the client thinks their business is worth against the commercial value.

MAUS Value Enhancement Gap software creates a powerful return on investment selling document which explains the theory behind business valuation and also the value created by engaging your services.


Step 4 – Financial analysis

From here we run the client through a simple financial health audit to determine the areas of strength and potential that will improve the performance of the business. Its important to understand where the business is now, and where it can be in the future.

MAUS Virtual CFO software provides you with a structured process to analyse your clients’ financials, and pinpoint strategies to improve cash, increase profit and revenue.

business advisory software

Step 5 – Strategic planning

All businesses should have a good strategic plan. Help your clients focus on the key strategic drivers of the business by preparing budgets and cash flows.

MAUS Strategic Planning software will help you to quickly develop a fast or detailed business & marketing plan for your client in minutes, rather than hours.

business advisory software

Step 6 – Monthly strategic review

Create a monthly engagement with your clients to generate a recurring revenue stream. Establish a monthly or quarterly advisory board to keep them accountable to their plans.

The MAUS KPI Dashboard software acts as a common interface where clients can collaborate with your accounting. It takes all financials, strategies, obstacles, and action plans combining them into a one page dashboard which can be used for simple monthly reporting as well as a system you can use internally to increase profits, accountability and performance of staff, and strategy execution.

business advisory software

Step 7 – Exit & succession planning

The final step is to establish if the business owner has ever thought about selling/exiting their business. As the baby boomer market continues to grow, over 40% of business owners are expected to to sell their business in the next 5 years. This is a huge advisory growth area.

MAUS Exit Planning tools will help you to create comprehensive exit and succession plans in minutes rather than hours. The MAUS methodology has been recommended by the Exit Planning Institute in the USA and the Institute of Exit Advisors in Australia.

business advisory software

Request a Free More Information Kit
Sample reports, videos, and business advisory software brochure.

A complete “Business Advisory” cloud software platform…starting at $199 month!

All the MAUS advisory methodologies and consulting systems are available in the MAUS Hub Consultants Edition – an award winning business advisory software platform.

It will provide your accounting practice with an instant competitive advantage. It includes the largest range of consulting tools in one interactive platform.

Click below to watch quick two minute video

business advisory software


Winner ‘Best Software Product’

“There is not another network in the world that even comes close to MAUS. That is why we flew 12,000 km to partner with this leading edge company
Rob Fiance – CEO, US Business Servicesstars


Request a Free More Information Kit
Sample reports, videos, and business advisory software brochure.

Add our optional 12 month training & marketing program – ease into advisory.

If you want to setup a new advisory arm to your accounting firm then this is the fastest, easiest and most profitable way to fastrack your practice.

We have developed a partner program specifically tailored for accountants. We can train your partners and provide your accountancy practice with the software, mentoring and support to establish a business advisory arm that could grow your top line each year.

business advisory software


 Become a Your Business Success ™ licensee.

Let us train you on how to build a profitable practice and find out how the “Your Business Success” methodology can almost guarantee your client’s success. Receive instant access to business client leads, a great methodology, software, systems and mentoring.

About YourBusinessSuccess. The YourBusinessSuccess program is backed by a nationally marketed program and a methodology and consulting software that has been tried and tested over the last 20 years. The Your Business Success methodologies could accelerate your practice earnings so it is worth having a look at the opportunity.


MAUS Advisory Board Client Workbook


 Accountant training course & mentoring program

We take your practice through an intensive 4 days of face-to-face training plus we support you and your practice over the next 12 months to build your revenue stream.

We take our advisors through an entire process to get them ready. This includes role plays, scripting, discuss your charge rates, how to conduct your assignments and more.


 Marketing material 

MAUS has invested millions of dollars in the development of intellectual property including business tools and marketing material that will be supplied to your practice. This will save you years of trying to re-invent the wheel and give your practice a competitive advantage.

We will customise web pages for you, e-books and provide you with digital marketing as well as sales scripts.


 Your charge rates and business model.

How much do you charge your clients? How do you create recurring revenue? We will provide you with average consultant earnings and quick start suggestions.


Join an international network of accountants who use MAUS business advisory software

I was blown away with the quality, quantity and depth of the MAUS software, material and resources.”
 John Dawkins – Accountant & Business Advisorstars

“MAUS has developed a ‘best of breed’ set of exit & succession planning technology and processes that are leading the world.”
Peter Christman – Co-Founder and CEO, Exit Planning Institute



Get more information now:

business advisory software
MAUS has helped thousands of business advisors and accountancy firms develop and implement systems. Just give us a call, we’re happy to explain it all.

Call Now: 1300 300 586 or email