For accounting & advisory firms

Give your clients
the strategic clarity
they're paying for.

A structured, repeatable advisory process — built into your practice. Define value propositions, identify markets, set goals, and assess performance, all in one place, without needing to be a business consultant.

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Naverix client dashboard showing value proposition, target market and goals for an accounting firm's client
5.6/10
Health score
Acquire new residential customers In Progress
Progress65%

Supporting client businesses across

Construction Healthcare Hospitality Retail Professional Services Trades
Sound familiar?

What we hear from accounting
& advisory firms every week.

"I want to offer advisory services, but every client conversation starts from a blank page — there's no consistent process to follow."

Managing Partner, mid-size firm

"We do great compliance work, but we're leaving money on the table because we can't confidently package and price advisory services."

Practice Owner, sole practitioner

"My senior staff can run a great strategy session, but junior staff have nothing to fall back on — so the quality of advice depends entirely on who's in the room."

Director, multi-partner firm

"Clients only really see us once a year at tax time. We have no easy way to stay visible and add value in between."

Senior Associate, advisory team

"I have no clean way to show a client their progress over time — it's all buried across emails, spreadsheets, and old meeting notes."

Managing Partner, mid-size firm

"We know our clients' businesses well, but we can't easily benchmark them against their industry or show them where they're falling behind."

Director, multi-partner firm

Why accounting firms choose Naverix

A structured advisory process,
without the guesswork.

Most accountants want to offer advisory services but lack the framework and tools to do it consistently. Naverix gives you both — so you can deliver it confidently, every time.

Naverix Vertex Advisory portfolio dashboard showing all clients, health scores, industry news and goal progress at a glance
Client health, scored automatically
Same framework
Every client, every time

Credibility

A professional tool elevates your advisory offering in your clients' eyes — you show up with structure, not a spreadsheet.

Efficiency

Structured templates mean less prep time per client session, so you can run more advisory conversations in less time.

Stickiness

Clients who use Naverix with you are less likely to switch firms — the relationship lives inside a shared, ongoing plan.

Revenue

Justify a higher-value advisory engagement fee beyond compliance work, backed by a tool your clients can see and feel.

Features

Built for the way advisors
and clients actually work.

Every feature designed to close the gap between advice given and action taken.

Smart Goal Setting

Set goals against clear objectives — Financial, Growth, Productivity, or Capability — with linked activities and tasks that turn priorities into measurable progress.

Business Assessment

Rate and benchmark every core function of your business. Spot strengths, surface blind spots, and build a clear improvement roadmap.

Client Portfolio

Manage every client from a single dashboard. Track sessions, goals, and progress across your entire book of business at a glance.

Actionable Reports

Generate clear, concise business reports that turn your data into decisions — not just charts. Share instantly with clients.

Team Messaging

Real-time chat between advisor and client, scoped to each business. Mentions, unread counts, and conversation history — all built in.

AI-Powered Insights

Leverage AI to surface value propositions, analyse business health, and generate discussion guides — tailored to each client.

Goals Library

Browse a growing library of pre-built goals for common business objectives. Add one in a click, then keep, remove, or add your own suggested activities.

Fast Client Onboarding

Add a new business by ANZSIC code and industry pre-fills automatically. Generate a tailored discovery-call guide before your first session.

Notifications & Activity Feed

One inbox for everything that needs attention — overdue goals, @mentions, risk flags, and function health scores, across every client.

How it works

Up and running in minutes.

No complex setup. No steep learning curve. Just a smarter way to work with your clients.

1

Create your practice

Set up your advisory profile, add your branding, and configure your team — all in a few clicks.

2

Onboard your clients

Invite clients, run an initial business assessment, and create a tailored goal plan together.

3

Track progress together

Both advisor and client see the same live dashboard — goals, tasks, and milestones in one shared view.

4

Grow with insights

AI-generated recommendations and reports that keep your clients moving forward between sessions.

Ready to elevate your advisory offering?

Join the waitlist and get early access to Naverix.

You're in! We'll let you know the moment Naverix launches.

Running your own business, not an accounting firm?

Naverix is delivered through accounting and advisory firms. Register your interest below and we'll connect you with a Naverix partner firm in your area.

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