51%
Advisory achieved the highest reported net profit margin of any service category offered by UK accountancy practices.
Partnered with 
Appearing at AAT Connect 2026
Turn the advice you already give into recurring revenue.
You already advise clients. Most of that advice is never packaged or priced.
Elevale is the client workspace for that work: strategy, objectives, KPIs and progress, under your brand. AAT members can offer it as part of their practice, and choose how involved they want to be.
Accountancy is changing. The opportunity is already here.
AI is freeing time from routine work. Practices that productise advisory are capturing margin others leave on the table.
UK firms are already shifting capacity toward advisory. Clients say they will pay for broader guidance.
3 in 5
UK practices are directing time saved through AI towards advisory work.
70%
Of accountants and bookkeepers surveyed believe their fees do not reflect the full range of support they provide.
40%
Of SME employers seeking external advice approached an accountant first.
92%
Of UK businesses surveyed would pay more for advisory that better met their needs.
More advisory clients shouldn't mean more administration.
Traditional advisory repeats the same cycle every quarter: gather data, build reports, meet, then start again. That works for a few clients, but it does not scale across a full practice.
Traditional advisory
Elevale-enabled advisory
Elevale-enabled advisory Static business plans
An ongoing strategic framework
Reports prepared for each meeting
KPIs and progress available in a shared workspace
Actions recorded in meeting notes
Assigned objectives and tracked actions
Limited visibility between reviews
Continuous visibility of client progress
Every engagement built individually
Consistent framework across clients
Revenue tied primarily to adviser time
Platform subscriptions and optional advisory fees
What is unbilled time costing your practice?
Three numbers from your practice: clients, unbilled hours, and your internal rate. The starting figures are a smaller firm. Change them.
Include ad hoc calls, emails, investigation, research and similar advice you do not invoice.
40 active clients from step 1.
240 user seats split across tiers
Your pricing tiers Split from your client count. Use +/− to fine-tune.
Foundation
£26.38
Business
£39.58
Professional
£52.78
Markup
%
£10,554 Monthly revenue
£5,757 Monthly profit
| Line item | Per month | Per year |
|---|---|---|
| Unbilled time (internal cost) | £12,500 | £150,000 |
| Platform revenue (not captured) | £9,064 | £108,768 |
| Profit after license cost | £4,944 | £59,328 |
| Total opportunity | £21,564 | £258,768 |
Unbilled time cost plus platform revenue you could bill at this mix.
Your brand. Your clients.
Your advisory platform.
Elevale's Partner Programme allows you to offer the entire platform under your practice's branding. Clients experience the framework as part of your service, with your identity at the centre of the relationship.
- Custom branding: logo, colours and domain.
- Dedicated client workspaces with separate data and permissions.
- Control over client pricing and available features.
- Central management of multiple client businesses.
- Choice of human adviser or optional AI Strategic Advisor.
- Revenue and margin visibility across your client portfolio.
Get your first partner workspace free for internal use.
Create your partner accountElevale
Partnered with
AAT members can offer this under their own brand.
Elevale works with AAT so members have a ready-made way to package planning, objectives and progress. You stay the accountant. The workspace holds the framework between reviews.
Elevale partners with AAT so members can keep offering structured advisory under their own brand.
-
Create your partner workspace
Register, explore the platform and configure your practice's branding.
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Define your advisory offering
Choose your client packages, platform pricing and the level of professional support you'll provide.
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Introduce your first clients
Create their workspaces, establish objectives and KPIs, and give them a structured way to manage progress.
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Build from there
Manage clients through your partner dashboard, monitor commercial performance and expand your offering at your own pace.
Advisory guides for UK practices
Practical notes on packaging advisory, pricing it, and delivering it without adding partner hours.
What practices ask before they partner
Straight answers on brand, pricing, delivery and getting started.
Do I need to retrain as a business consultant?
No. You decide how much advisory you sell and stay within your professional competence. Elevale gives clients a structured framework for strategy, objectives and KPIs between reviews, so you are not rebuilding bespoke packs for every meeting.
Can I sell platform access without offering advisory?
Yes. Many partners start with a branded platform subscription and add quarterly or ongoing reviews when clients want more guidance. You package platform access, human advisory and optional AI separately.
Who sets client pricing?
You do. Set client-facing subscription and advisory fees, choose which features each client gets, and earn margin on the platform under the Partner Programme terms.
Will my clients see Elevale?
No. White-label workspaces use your logo, colours and domain. Clients experience the platform as part of your service, not a separate product you resold.
What stays up to date between review meetings?
Objectives, KPIs, priorities and actions live in the client workspace so progress is visible before you join the call. You review what changed on the cadence you sell instead of starting from static reports each quarter.
How does AI fit in?
The optional AI Strategic Advisor can help clients inside their workspace between reviews. It supports planning conversations; it does not replace your professional judgement or compliance work. Partners can mark up AI usage if they offer it.
What is included in the free partner workspace?
You can run your own practice workspace at no charge while you prove the platform internally. Ongoing eligibility depends on keeping paying client workspaces live. See the partner workspace offer at the bottom of this page and full terms on the Partner Programme.
How do I get started?
Create your partner account, configure branding, and explore a workspace before inviting clients. Download the partner PDF above or explore the Partner Programme for commercial detail.
*A single partner workspace is free of charge for unlimited users while you maintain at least 3 paying client workspaces for 12 consecutive months. Full conditions are set out in the partner programme terms.