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A membership designed to move the needle.

More than an advisory platform; The Gap is a business support tool.

See how you can get started with The Gap.

FREE TRIAL
No payment details required. Unlimited team members.
 
✔️ Full access to the platform for 30-days.
 
✔️ Ability to test and run advisory services.
 
✔️ Request free demo with our onboarding team.
 
✔️ Limited access to Gap Academy.  
 
✔️ All test data saved when you move to a paid plan.
 
Start

$335  

monthly USD
 

2 users

+$75 USD per additional user

 

Solo advisors starting the journey.

 

✔️ Unlimited client connections

✔️ Advisory meeting workspace with agendas, goals & actions, and delivery notes

✔️ Value Gap Calculator

✔️ Customisable templates

✔️ AI-powered meeting prep and notetaker

✔️ Preconfigured and custom proposals

✔️ Gap Academy courses and community

✔️ Technical support

 
Focus (popular)

$465

monthly USD
 

5 users

+$50 USD per additional user

 

Small firms building team delivery.

 

✔️ Unlimited client connections

✔️ Advisory meeting workspace with agendas, goals & actions, and delivery notes

✔️ Value Gap Calculator

✔️ Customisable templates

✔️ AI-powered meeting prep and notetaker

✔️ Preconfigured and custom proposals

✔️ Gap Academy courses and community

✔️ Member success support team

 

Scale

$625

monthly USD
 

10 users

+$25 USD per additional user

 

Scale advisory across the team.

 

✔️ Unlimited client connections

✔️ Advisory meeting workspace with agendas, goals & actions, and delivery notes

✔️ Value Gap Calculator

✔️ Customisable templates

✔️ AI-powered meeting prep and notetaker

✔️ Preconfigured and custom proposals

✔️ Gap Academy courses and community

✔️ Member success support team

 

All plans include:

✔️ Preconfigured advisory meeting modules, including Annual Accounts Reviews, Cashflow & Profit Improvement Meetings, Business Planning, Accountability Coaching + more

✔️  Pre-meeting questionnaires with automated reminders and client collaboration

✔️  Mindsets to develop soft skills and illustrate business frameworks to clients

✔️  Online courses and training content

✔️  Marketing strategies and templates

✔️  Integrations with XPM, FYI Docs, etc

For large networks and firms driving advisory growth and standardisation, seeking 11+ users, contact us to discuss our Enterprise plan. 

"Since joining The Gap I’ve increased my hourly recovery rate in some cases by more than three times."

Haylee Wrenn  |  Accountabill Ltd  |  NZ

From roadblocks to results

Time saving

Built specifically to back busy, growth-focused firms like yours.

The tried-and-tested tools, processes, and meeting frameworks help you and your team confidently sell without product pushing and deliver high-value services without reinventing the wheel. 

Structure and consistency

Proven meeting processes and toolkits that ensure every advisory interaction is structured, repeatable, and highly valuable, no matter who is delivering it.

Built to give you and your team confidence, consistency, and recurring revenue. 

The Value Gap Calculator

In minutes, you and your team can show clients how small shifts can lead to big wins in profit, cash flow and business value.

It helps you to focus on the opportunity behind the numbers and stop giving value away for free. 

Create additional revenue streams with advisory.

Morgan and the team at Creditte Chartered Accountants and Advisors found that they were always reinventing the wheel when it came to advisory, and because they didn't have a productised advisory service, it was difficult to talk to their clients about the solutions they could bring.

Two years after starting with The Gap they have scaled their advisory services, created 14 market-ready products, and turned a small subscription into thousands in new monthly revenue.

 

See the impact advisory services can have on your firm.

Advisory pricing has a direct impact on the strength and future of your firm. When you understand how leading firms in the market price their services, you gain the confidence to clearly position your value, reduce scope creep, and protect profitability.

The Gap Pricing Report