Grow your revenue. Keep control of your time.
Build an advisory service around your income goals, your business, and the life you want to lead.
REVREX brings together software, native advisory tools, automated communications, AI-powered applications, and marketing support to help your firm deliver more value without making every new engagement another demand on your calendar.
Advisory on your terms.
Your goals, your time, your level of involvement.
You don’t have to become a fractional CFO to get started.
Some CPAs want to build a full advisory practice. Others want a manageable way to earn more from the client relationships they already have.
REVREX helps you define the offer, establish a delivery process, and introduce it to the right clients. Fractional CFO services are one option. They are not the starting requirement.
A system makes growth manageable.
Adding services is easier when your team has a consistent way to deliver them. REVREX combines the technology behind the work with the processes that keep it moving.
Financial visibility
Use financial statements, the Financial Scorecard, business ratios, and RexScore™ to focus client conversations on the numbers that need attention.
Automated onboarding & communications
Keep clients informed through scheduled messages and follow-up sequences that reduce repetitive outreach.
Client portals
Give clients a central place to engage with your firm and access the information they need, reducing scattered correspondence.
AI-powered applications and productivity tools
Reduce repetitive work and support preparation so your team can spend more of its time applying professional judgment.
Defined workflows
Build consistency into onboarding, preparation, reviews, and follow-up. Give team members clear responsibilities and clients clear expectations.
Service packages and practical guidance
Establish deliverables, pricing, meeting frequency, and boundaries before you launch. Equip your team with templates, training, and implementation support.
REVREX has native tools to help scale an advisory practice. Your expertise gives those tools purpose.
Choose the level of advisory that fits your firm.
Start with ongoing business reviews
Give clients a clearer view of performance through a dashboard, a focused monthly or quarterly conversation, and agreed next steps. Build a recurring engagement with a defined scope.
Add focused business advisory
Help owners work through specific priorities such as profitability, cash flow, growth, or business-value planning. Shape each engagement around the decisions they need to make and the capacity your firm has available.
Offer fractional CFO services
For firms that want deeper involvement, develop a more comprehensive service with broader financial oversight and strategic support.
Choose the model that works for you. Expand when your goals, team, and client demand justify it.
See inside a REVREX-powered advisory practiceTax resolution: another path to practice growth.
Clients with unresolved tax matters need experienced guidance. REVREX’s native tax-resolution tools help your firm streamline the preparation behind that work and develop a more repeatable service.
Built-in capabilities support financial preparation and tax-resolution form workflows, helping your team organize relevant information, reduce repeated data entry, and prepare materials for professional review.
Pair those tools with a defined engagement, clear responsibilities, and appropriate client communication to make delivery more manageable.
Tax resolution can be a focused service within your existing practice or part of a broader advisory offering. REVREX helps you build the supporting process around the work your firm is equipped to perform.
