ESA
Elite Strategic Advisor OS
The 3 Accelerators
Free toolsSee prices
For accountants, FP&A and finance professionals building an advisory practice

Three walls. One working system for each.

Every advisory practice gets stuck in one of three places: winning the first client, closing on the discovery call, or running out of hours with one or two clients. Each Accelerator is the working system for one of them: tools you use on your own prospects and clients, plus a playbook with your name on it.

Launch price · first 10 buyers or until 15 November

Pick the wall you hit first

01
OS 01 · First Client

Win client number one in 30 days

For you if you have the experience but no paying advisory client yet.

  • Wedge & Promise Builder: your one offer and the sentence that sells it
  • Warm Network Target Map: 50 people scored, with the message to send each one
  • Pilot Offer & Price Calculator: a time-boxed pilot priced against value
  • First Client Scoreboard: the daily 30-day routine and your pace
  • First Client Playbook: 18 pages, stamped with your name
You leave withOne offer, a scored list of 50 warm contacts, and a pilot proposal ready to send.
$297$497one-off, USD
Get OS 01
02
OS 02 · Goals-to-Actions

Win the CFO client on the first call

For you if your calls end in "I'll let you know".

  • Discovery Navigator: the call in seven moves, before and during it
  • Driver Goal-Seek Simulator: the owner moves seven levers and sees profit and cash respond
  • Proposal Builder: three options built from the plan they chose, sent within 48 hours
  • Discovery-to-Close Tracker: every prospect, its next step and its date
  • Goals-to-Actions Playbook: 19 pages, stamped with your name
You leave withA call you run the same way every time, and a three-option proposal in the owner's own numbers.
$297$497one-off, USD
Get OS 02
03
OS 03 · 12-Hour Delivery

Deliver strategic CFO work in 12 hours a month

For you if one to three clients already fill your month.

  • Numbers In & Snapshot: drop the client's trial balance (Excel, CSV or PDF), see whether it ties, get the one-page monthly snapshot
  • Financial Health Check: eleven measures scored against bands you set, on one page for the client
  • 13-Week Cash Forecast: the weeks ahead from the balances you imported, with the low point marked
  • Scenario Model: six levers, three cases, profit and cash side by side for one decision
  • Quarterly Review: the quarter's snapshots, calls, health score and cash outlook in one document
  • This Month: every client's place in the monthly cycle, what is due and what is late
  • Capacity & Retainer Planner: how many clients fit and what each retainer must cost
  • Monthly Delivery Cycle Builder: the same month for every client, with the call agenda, the recap and calendar invites
  • Scope Triage: every extra request sorted, with the reply already written
  • Client Hours & Health Log: hours against budget and client health on one screen
  • 12-Hour Delivery Playbook: 23 pages, stamped with your name

Reads trial balances exported from QuickBooks, Xero and other accounting systems. The file is read in your browser. Nothing is uploaded.

You leave withA monthly routine you run the same way for every client: numbers in and checked, a snapshot out, one prepared call, and an hours budget you can hold.
$297$497one-off, USD
Get OS 03
All three

First client, the call that closes, and the 12-hour month

18 tools and three playbooks. The whole route from no clients to a practice that runs on 12 hours a month per client.

$697$1,197one-off, USD
Get all three
Smaller job

Monthly Client Review Kit

A self-serve kit for running the monthly client review: the workflow guide, a workbook, templates and a worked example. You prepare the analysis and lead the meeting; no personal review is included. Pay once by card, and the files arrive by email once payment clears.

$149one-off, USD
Get the Review Kit

What advisors say about the system behind it

The OS isn't theoretical, it's an actual operating system: discovery protocols, three structured call frameworks, weekly CFO briefs, async support boundaries, bespoke client tools, and a constraint engine to protect your capacity across a full client portfolio. Every component connects.
Naipaul Sheosankar20+ years as an embedded CFO in PE-backed businesses
The positioning work sharpened my message, the discovery call module gave me a repeatable structure that surfaces real business drivers, and the productised-offer frameworks made packaging and pricing straightforward.
Adrian MicuAdvisor who used the OS
It helped me rethink how I position myself and structure my advisory conversations. I'm now more intentional in how I communicate value and lead strategic discussions with clients.
CA Himadhar ReddyFractional CFO for early-stage SaaS founders

Written about the Elite Strategic Advisor OS and the Hub, which the three Accelerators are built from. Quoted word for word.

How it works

1
Pay onceCard payment. No subscription.
2
Your loginA personal invite to your Accelerator within one working day.
3
Your playbookDownloads with your name on every page.
4
Use it on real workYour own prospects and clients. Your data stays in your browser.

Try one tool from each first, free

From OS 01Wedge & Promise BuilderThe full tool, free From OS 02Goal-Seek SimulatorDemo: nothing is saved From OS 03Capacity & Retainer PlannerThe full tool, free

Questions

Is this a course?

No. There are no lessons to sit through. Each Accelerator is a set of tools you use on live work, and a playbook that explains each step and when to use which tool.

What does OS 03 need from my client?

One trial balance a month, as Excel, CSV or PDF. Most accounting systems export one, including QuickBooks and Xero. Scanned paper PDFs cannot be read. The tool tells you if the file does not tie before you use any figure.

Do I get access straight away?

Within one working day. Orazio sends a personal invite to your login, so copies can't be passed on.

I'm a member of the AI Strategic Advisor Hub. Do I pay?

VIP members get all three Accelerators included while they are VIP. Premium and free members buy at the same price as everyone else.

I bought one. Can I add the other two later?

Yes. Within 60 days you pay only the difference to the price of all three.

Will it get me clients?

It gives you the system and the documents. The conversations, the calls and the decisions are yours, so no result is guaranteed.

Not sure which one fits?

Book the free 15-minute build-your-firm call, or start with the free tool for each door above.