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Branded Client Assessment
Firms send clients a polished assessment link under their firm's brand.
A guided monthly motion that turns your clients' financials into a McKinsey-grade advisory package — in under twenty minutes.
Every month, your clients pay you for compliance and quietly hope you'll see what they cannot. This is how you start.
"The CPA who sent me this brief got a four-figure retainer the following Monday."
Compliance is what you owe them. Advisory is what they remember you for.
Advisory Motion is the editorial discipline of monthly counsel — a six-step ritual that turns ordinary financials into the kind of document a business owner reads twice, shares with their spouse, and remembers when the next decision arrives.
One operating system — repeatable, standardized, scalable — that carries every client from pitch to retention.
Firms send clients a polished assessment link under their firm's brand.
Clients see how clearly they can see the financial and operational health of their business.
The firm gets a structured summary of gaps, pain points, and potential advisory needs.
The system recommends the right advisory package or cadence based on client answers.
Once the client says yes, the same assessment flows directly into onboarding.
Each chapter is a screen. Each screen takes minutes. Together they become the deliverable your client has been quietly waiting for since the day they hired you.
A health score and the five numbers that matter most this month.
Three minutes with the owner. Their priorities, their concerns, their decision under siege.
What changed, what worked, what needs attention — in the owner's language.
Three priorities, ranked by impact, difficulty, and expected dollars.
Owners. Due dates. Milestones. Accountability built in.
The McKinsey-style document you walk into the meeting with.
The same client. The same numbers. A completely different relationship with their CPA.
Tailor the story → click any month to edit
“I get a P&L from my CPA. I don't know what to do with it.”
“Finally — someone telling me what these numbers mean.”
“AR is down $94K. We're actually executing the plan.”
“I won't make a major decision without calling them first.”
See the exact experience your clients will receive — through the eyes of Bayou Mechanical Services.
Begin the advisory review→