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From Compliance
to Advisory

Moving from compliance to offering financial and business advisory isn’t a service shift. It’s a delivery challenge.

Most Accounting and Advisory firms don’t lack insight. What they lack is a repeatable way to deliver guidance that clients trust and can actually act on every month.

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Too often, advisory depends on:

Senior staff availability

Individual judgment

Spreadsheets and one-off analysis

Conversations that lose momentum over time
 

That dependency creates inconsistency. SOBI Analytics removes it.

We give firms a system-driven advisory model that delivers structure, continuity, and direction without requiring them to reinvent how their firm operates.

SOBI Analytics Powers Growth Financial Advisory

SOBI Analytics is not software. It is a Done-for-You advisory system that sits above reporting and execution and provides the operating layer many firms are missing.

 

Technology, AI, and workflow enable the system, but that’s not what your clients are buying.

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Instead, your firm delivers:

Clear direction

Early warning

Disciplined course correction

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All delivered on a consistent monthly cadence. This is how firms deliver finance and business advisory with confidence, without adding complexity.

Elevate Your Firm. Expand Your Impact.

Our Client Success
Story:

A mid-sized accounting practice focused on delivering tax and compliance services, now wanted to expand their services into Client Advisory Services (CAS).

Their clients were demanding this service from them, and so they started working with SOBI Analytics to help them to achieve their goal, without increasing their team headcount.

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Why SOBI Analytics Over Spreadsheets?

Spreadsheets explain the past, and they don’t provide direction. They require interpretation, manual effort, and constant rework, and do little to prevent drift. SOBI Analytics replaces ad-hoc analysis with a structured advisory rhythm.

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Instead of static reports, your firm delivers:

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  • Forward-looking guidance

  • Focused priorities

  • Practical next steps

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Advisory becomes repeatable. Not reactive.

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"SOBI is exactly what our membership is looking for. We've tried others, but none deliver what is needed."

Joe Woodard

CEO, Woodard

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"My key takeaway from AI Unchained was SOBI!"

Bernadette Amos

MKBA Inc.

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"I highly, highly recommend SOBI Analytics if you are trying to get a handle on what your business needs."

Billie Anne Grigg

Profit First Professionals

Deliver strategic insight without the overhead

​Building advisory internally is expensive and difficult to scale. Hiring senior talent, designing workflows, and maintaining consistency across clients adds cost, complexity, and risk.

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SOBI Analytics allows Accounting & Advisory firms to:

  • Deliver strategic advisory without adding headcount

  • Avoid complex software implementations

  • Reduce reliance on senior-only expertise

  • Scale advisory services safely and predictably

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You own the client relationship. We provide the system that makes advisory work.

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