Propeller Advisory

How Propeller Advisory Tripled Advisory Fees From $500 to $1,500 Per Month

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Introduction

Propeller Advisory is a modern Australian accounting firm that leads with Virtual CFO and advisory services for growing SMEs. As the firm scaled, Founder & CEO Katie Bryan noticed their advisory delivery was fragmented across multiple tools—agendas in Word, client goals in Excel and task lists in Karbon—which created unnecessary admin and diluted the client experience.

After adopting Brieff, Propeller brought preparation, the meeting itself and follow‑through into one place. The change was immediate and measurable: monthly advisory fees tripled from $500 to $1,500 per client, one client’s net profit margin swung 14 points (−7% to +7%) alongside a gross margin lift from 10% to 24%, and Katie now saves about one hour per meeting—time she values at $500 at her advisory rate.

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The Story of Propeller Advisory

Propeller works with ambitious business owners who want more than compliance. The team partners with clients on strategy, cash flow and performance, and they structure their services to create ongoing, outcomes‑driven advisory. To maintain that standard as they grew, they needed a system that made every meeting consistent, professional and focused on outcomes rather than admin.

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The Challenge of Disconnected Advisory Delivery

Before Brieff, running an advisory cycle required juggling documents and platforms. “We were using Word for agendas, Excel for financials and Karbon for checklists—everything in different places,” Katie explains.

That fragmentation made it harder to send professional agendas ahead of time, and it undermined accountability between meetings. “I’d put actions in a Word doc and email it after the meeting—clients never looked at it,” she says. The team could talk about goals, but they couldn’t easily show progress over time or keep tasks front and centre once the call ended.

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Why Propeller Chose Brieff

Propeller chose Brieff because it gave them a single workspace for the entire advisory journey.

Client Check‑ins capture context before the meeting. AI Prep turns those inputs into a clear agenda and discussion points. During the session, the AI Notetaker captures the conversation and drafts clean notes. Afterward, Actions and Goals keep everyone accountable with due dates and reminders. “It’s so good because all the client data sits in Brieff,” Katie says. “The note‑taker refers to the agenda and the client’s check‑in, breaks notes up by agenda item, and turns discussion into actions and goals.”

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How Brieff Helped Propeller Systematise Premium Advisory Services

Unified workspace: Brieff centralises client check‑ins,AI‑generated prep, in‑meeting notes, and post‑meeting actions and goals so nothing lives in separate documents.

Client‑led prep & agendas: Each meeting begins with a client check‑in that informs a clear agenda sent in advance, aligning expectations before the session.

In‑meeting capture: The AI Notetaker organises notes by agenda item and drafts clean minutes, allowing advisors to focus on the conversation instead of typing.

Follow‑through automation: Actions and goals are assigned with owners, due dates and automated reminders, which maintains momentum between meetings without manual chasing.

Visible progress: Performance goals and targets live alongside notes, letting Katie show profit versus target in real time and make decisions with the client on the spot.

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The Impact: Premium Pricing, Time Back and Measurable Outcomes

200% pricing uplift: Propeller increased monthly advisory fees from $500 to $1,500 per client, driven by more professional, consistent delivery.

Time saved per meeting: Brieff saves about one hour across agenda creation, note‑taking and action collation.

Annualised capacity per client: With a monthly cadence, the time saving equates to roughly 12 hours—or about $6,000—of senior advisory capacity per client per year.

Measurable client outcomes: In one six-month engagement, a client’s gross margin rose from 10% to 24% and net margin moved from −7% to +7%. Using Brieff, Katie tracked these metrics against targets and presented the progress in-session, making the value of Propeller’s advisory unambiguous.

Sustained accountability: After an unforeseen six-month gap between meetings (caused by a cyclone), the same client still arrived with every action completed—Brieff’s automated reminders kept tasks visible and moving.

Clear ROI: The $1,000 monthly revenue increase per advisory client, combined with reclaimed delivery time, creates immediate payback and supports premium positioning.

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Conclusion

By moving from disconnected tools to a single advisory platform, Propeller has turned meeting admin into a strength rather than a tax on delivery. The team now prepares faster, runs tighter sessions, and maintains momentum between meetings—outcomes that clients can see and that justify premium pricing.

Brieff has become the backbone of Propeller’s advisory workflow, allowing the firm to scale impact while keeping the client experience front and centre.

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