Every client deserves advisory. Now you can actually deliver it at scale.
Advisory is where the fees are, but most practitioners can't deliver it consistently because the preparation takes too long. This session shows you how to combine Xero's financial data with Claude's reasoning to run high-quality advisory conversations without hours of pre-work. Whether you are preparing for a quarterly review, modelling a cash flow scenario, or building a client brief from scratch, this workflow makes advisory repeatable, profitable and genuinely enjoyable to deliver.
What you will walk away with
→ Live demo: Xero data in, client advisory brief out, built on screen in real time
→ A repeatable advisory framework using Claude, so it's the consistent, high-quality conversation for every client, every time
→ Cash flow scenario modelling in minutes: "What if we hired?" "What if revenue drops 15%?" answered fast
→ How to give Claude the right client context while protecting confidentiality and managing AI security risks
→ How to price and package advisory as a premium service your clients will pay for
Friday 21 August 2026, 12pm to 1pm AEST
$99 inc GST | Replay available | 1 CPD hour
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VIP PACKAGE: Advisory Delivery Package
Knowing how to run advisory is one thing. Having the templates, prompts and pricing structure to take it to every client, not just your top twenty, is another. That's what the Advisory Delivery Pack gives you.
→ Advisory Framework and Meeting Agenda Templates ($300) — a repeatable four-part advisory structure you can run with any client, plus agenda templates for quarterly and annual sessions and a pre-meeting client briefing prompt
→ Cash Flow Scenario Modelling Prompt Pack ($250) — build cash flow models straight from a Xero export, and produce a client-ready scenario summary
→ Ratio Analysis and Commentary Prompt Library ($250) — liquidity, profitability, efficiency and leverage analysis on demand, with plain-English commentary your clients will actually read and industry-context prompts that ask the right questions
→ Advisory Pricing and Packaging Menu ($200) — how to price advisory as a recurring service rather than a one-off, a service menu template to adapt to your practice, and the client conversation script for introducing advisory fees
Upgrade at checkout: $198 inc GST for the session plus the Advisory Delivery Pack.
