Advisory clients are business owners connected to your firm for advice and consulting. They manage their own books in the CFO12 app. This article shows how to view and manage your advisory client list.
Advisory filter tab on the Overview dashboard
What You Can Do
- On the Overview dashboard, click the 'Advisory' tab in the client type filter row.
- The list updates to show only advisory clients.
- Each advisory client row shows their business name, email, connection status, and assigned staff.
- Use the search bar to find a specific advisory client by name or email.
- Click any client row to see their client detail panel, where you can view their subscription and billing status.
💡 Good to Know: Advisory clients are billed per-business, not per seat — they do not consume your bookkeeping seat pack.
💡 Good to Know: If an advisory client disconnects from your firm, they disappear from this list.
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