Initial advice meeting and SOA / advice package packages your clients can buy, plus the odd one-off, without a second system.
Your workflow
The work is initial advice meeting, SOA / advice package, annual review, and SMSF guidance. The admin should not be a second job. Quote, book and invoice from one workspace, at the desk or on the phone.
Advice packages for retirement, investments, and personal wealth planning. BM-360 is financial adviser practice software, client billing, and job tracking. Jobs such as initial advice meeting live in a price book you can quote from at the desk or on site.
Quote, book and message from whichever device is in reach. Desktop is where you lay out the price book; the phone can still change a line when you are not at the computer.
You are not starting from a blank page. Initial advice meeting, SOA / advice package, annual review, and SMSF guidance. Priced from the rates you set once. The book also covers initial advice, investment & super, insurance advice, and ongoing service.
Your week
Retainers and one-offs both pay the bills. They shouldn't live in different Word docs and a hopeful memory.
Initial advice meeting lives in one document. SOA / advice package lives in another. Scoping, sending, and chasing sit in email until someone follows up.
Packages sit in the price book. You send a professional quote, the client is in one list, and the invoice matches what you agreed.
Financial advisers keep evenings for thinking, not for rebuilding last year's letter. Recurring work and extras stay visible in the same place.
Here's what your customers see
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Fixed prices on common jobs, quote after a visit for bigger work.
Tax, BAS, and advisory packages for sole traders and small companies. Fixed fees with optional retainers.
Monthly bookkeeping and catch-up work with clear package or hourly pricing.
Strategy sessions, retainers, and growth packages for owner-operators.
Fixed-fee legal packages for common SME and personal matters, with inspect-first for complex work.
Monthly retainer. 10 hours and monthly retainer. 20 hours. Look like a firm, not a messy inbox.