For the business owner
Bring your accounting questions into focus.
If you use QBO, Xero or a spreadsheet, ask which inputs are supported for your account and how a draft explanation can be reviewed.
Start with the business question and confirm supported inputs and review scope.
The questions you actually ask
You don't need another dashboard. You need answers.
Are we actually making money right now?
Discuss gross margin and the data needed to understand profitability. Review any proposed interpretation with your accounting team.
Where is the cash going?
Discuss cash movements and period changes, and ask which sources support any proposed explanation.
Which customers or products are dragging me down?
Ask what data is available to evaluate customer and product profitability. Business decisions require context and professional judgment.
Am I about to have a cash problem?
Discuss cash assumptions and the information needed for a forecast. Confirm input coverage and review uncertainty before relying on a projection.
How it works
Three steps to scope the work.
01
Connect your books
Ask about supported accounting connections and CSV formats for your account. Incomplete or unsupported data needs explicit handling.
02
Get your first readout
Discuss the summary you need, its sources and any required review. No fixed reading or preparation time is promised.
03
Ask anything
Bring a plain-language accounting question. Confirm whether the available workflow can address it and what sources and review it requires.
Topics to discuss
Start with your business questions.
Monthly business readout
Discuss the scope and delivery arrangements for any owner-facing summary. Confirm sources and review responsibilities.
Discuss supported accounting questions
Ask what questions the available workflow can address and how the response is supported by your data.
Cash runway you can trust
Discuss cash assumptions and the information needed for a forecast. Confirm input coverage and review uncertainty before relying on a projection.
Profit by customer, product, or line
Discuss which sources can support a profitability analysis and review the limitations before making decisions.
Flag before you feel it
Discuss the trends you want to examine and the evidence needed to interpret them. No prediction or early-warning guarantee is made.
Works with your bookkeeper
Keep your accountant involved in interpreting results. Confirm how any available draft or insight fits their review process.
Discuss a first review of your accounting question.
If you use QBO, Xero or a spreadsheet, ask which inputs are supported for your account and how a draft explanation can be reviewed.
Ask about availabilityOwner pricing
Explore proposed plans and early access pricing.
Review proposed pricing and package scope. Confirm eligibility, provider-specific support, availability and terms before purchasing.
Objection, handled
"But I already have a bookkeeper."
Keep your bookkeeper involved. Any available draft assistance should support, not replace, professional accounting judgment.
Agree on access and review responsibilities with your accounting team before connecting or sharing information.
Common questions from business owners
Frequently asked.
I do not have an accounting background. Will this work for me?
Start with a clear question. Ask which sources and assumptions support a proposed response, and review uncertain information with your accountant.
My books are a mess. Is that a problem?
Describe known gaps before sharing data. Confirm supported inputs and how missing or incomplete information will be handled.
Does Advisacor replace my accountant or bookkeeper?
Keep your accountant involved in interpreting results. Confirm how any available draft or insight fits their review process.
What if I only have a spreadsheet, not QuickBooks?
Ask which CSV schema and reports are supported. Do not assume every spreadsheet or accounting system is compatible.
How do I know the numbers are right?
Ask for source references and assumptions, and review gaps or uncertainty. No guarantee of complete or error-free output is made.
Is my financial data secure?
Ask for the current security, data-processing and model-data-use terms applicable to your account before sharing sensitive information.
Stop guessing at your own business.
If you use QBO, Xero or a spreadsheet, ask which inputs are supported for your account and how a draft explanation can be reviewed.
Ask about availabilityConfirm eligibility and terms before choosing a plan.