Start or accelerate your advisory journey
Provide a superior meeting experience with an online platform, education and delivery content.
What you get
Online Platform
Deliver a world-class client experience.
Streamline the delivery of meetings across your team.
Improve their quality and depth via improved preparation.
Ensure everyone (your team and clients) stay accountable for actions.
Drive profitable advisory outcomes that lead to client business growth and success.
Education
Events that deliver the 'how-to' of advisory.
Online training sprints.
In-person masterclasses and workshops.
Virtual Masterclasses.
Online advisory programmes
Annual conference.
Community
Join a like-minded community.
Member Success support.
Self-service implementation & educational resources.
Member-only Facebook group.
Tailored support material.
Services
Prospective Client Meeting
Find the right clients for your firm.
Assess prospective clients and their businesses to ensure they're a good fit and how you can support them with best practice advisory.
Annual Accounts Review
Be the accountant that makes sense.
Move from rear-view facing to forward-facing opportunities to highlight opportunities to improve performance and achieve the 3 freedoms.
Cashflow & Profit Improvement Meeting
Dig into the 'how' to improve key numbers
Identify improvement strategies and tactics withthe Value Gap Calculator.
Accountability Coaching
Be a trusted sounding board for innovation.
Deliver ongoing support to enable your clients to achieve their goals.
Recognise issues and opportunities, review progress and set SMART goals.
Business Planning
Help your clients set their big picture strategy.
Define their purpose, vision, values, customers, opportunities, vulnerabilities, SMART goals, revenue targets and drivers.
Each year, identify what they want and how they can achieve it.
What you pay
The Gap has amazing content which helps us deliver services to our clients with much less effort.
Mark Said | MKS Group
Victoria, Australia
