Bill for the advice you used to give away for free.
From a quick tax question to a full advisory retainer, ExpertHero turns your financial expertise into billable, booked-out work — with your branding, your rates, and your clients. No marketplace taking a cut.
Free forever for solo advisors · Get paid the moment you reply
Daniel Carter
Fractional CFO & Advisor
4.9 · 200+ consultsBook me
- $50
Text answer
A written answer to a finance question
- $150
Video answer
A recorded walkthrough of your numbers
- $250
Strategy call
A live 60-minute advisory session
One home for every kind of advisor
Everything your practice needs, working while you sleep
These are the real ExpertHero tools — reimagined for the way advisors actually work with clients.
Paid questions between meetings
Sell quick text and video answers so a client can fire off a "how do I categorize this?" question — and you reply on your schedule, billed.
Text & video answersLive advisory calls
Run strategy sessions right from your page. Clients pick a slot, pay upfront, and show up prepared — no back-and-forth scheduling emails.
Video callsPackage retainers, not one-offs
Bundle calls and reviews into monthly or quarterly retainers so clients commit — and you lock in predictable, recurring revenue.
Bundles & retainersRecurring reviews, auto-synced
SmartSync connects your Google Calendar so standing check-ins never collide and clients only ever see real availability.
SmartSync CalendarEvery client and engagement in one place
Your built-in roster keeps each client's history together. Search, filter, and export your whole book of business whenever you need it.
Client CRMShare models, memos & notes
Draft a financial model summary, tax memo, or action plan in the Notepad and share it straight to one client or a whole group.
Shareable NotepadGet paid upfront, keep your cut
Secure Stripe payments land in your account — no marketplace skimming a commission off your hard-won clients.
Stripe payoutsIntroduce yourself on video
Add an intro video and your track record to a branded page at experthero.com/yourname — the credibility a finance client looks for first.
Branded profileAutomate the busywork
Connect 9,000+ apps through Zapier — drop new clients into your CRM or email list, and spend your time advising, not copy-pasting.
Zapier automationsSee the features flow together
Here's how a typical Tuesday runs once your advisory page is live.
A client sends a tax question
They book a paid Q&A overnight. You reply with a quick text answer over coffee — and it's already billed.
Text answerRecord a walkthrough of the numbers
A client uploaded last quarter's P&L. You send back a 5-minute video answer flagging what matters — no meeting needed.
Video answerLive strategy call
Your SmartSync calendar already blocked the slot. The client joins, pays upfront, and you dig into the plan.
Video call · SmartSyncShare the action plan
You draft the next-quarter plan in the Notepad and share it with the client and their co-founder at once.
Notepad · BundlesNew retainer, on autopilot
A prospect signs your monthly advisory retainer. Zapier adds them to your CRM and your client roster updates itself.
Zapier · Client CRMPackage your expertise, your way
Mix and match service types and pricing — these are just starting points.
Quick question
Answer a finance or tax question by text.
Numbers review
A recorded video walkthrough of their statements.
Strategy call
A live 60-minute advisory session.
Monthly retainer
Ongoing advice: calls, reviews & priority answers.
I used to give away an hour of advice on every "quick call." On ExpertHero I productized it — clients book, pay upfront, and I finally bill for my expertise instead of my calendar.