How Expert Advisory works.
Expert Advisory is the human side of Professional: our advisor team works from your own data to help you decide what to do, and your team carries out the work. It is available now.
What your advisors do, and do not do.
BizzHealth is a business intelligence software platform, and on every plan you get the software. Professional adds our advisor team, which includes a financial advisor and a managerial advisor. Advisors give general business and managerial guidance.
They do
- Review your business with you, from your own data and the analysis BizzHealth produces from it.
- Help diagnose the problems behind the numbers.
- Recommend specific actions and turn them into a personalized action plan.
- Guide follow-up: check whether the plan worked, and adjust it.
They do not
- Give clinical or medical advice.
- Give investment, securities, trading, credit, tax or regulated accounting advice, or act as your accountant, auditor, broker or financial adviser.
- Guarantee an outcome.
- Carry out the work for you: your team does. (On Custom, our specialists implement alongside your team.)
- Make your decisions: decisions about your business remain yours.
Nothing an advisor says is a regulated financial service. Expert Advisory is part of Professional and Custom: it is not sold separately, and it cannot be bought on its own.
How an engagement starts.
- 1
Book a call
A 30-minute call about your business and what you want help with.
- 2
Agree the service
We agree what is included and the price with you.
- 3
Payment arranged with you
We agree the scope and price on the call, then arrange payment with you.
- 4
Start working together
Your advisors review your business with you in BizzHealth and follow up on the plan.
Talk it through with us.
Book a 30-minute call about Professional, or see how it compares with Basic and Custom.