Move from numbers into real client value.
Want the tools and structure to deliver and scale advisory services? Then it’s time to try The Gap.
Easily show your value.
Using the Value Gap Calculator, you can show tangible cashflow and profit improvements from your clients’ financials.
Draw on The Gap's library of tactics to explore strategies that shape an implementation plan.
Instantly generate a branded PDF report you can share with clients.
Easily shift clients from one-off chats to regular accountability with the structured meeting frameworks and position yourself as their trusted business partner.
Deliver structured, high-value meetings confidently and consistently.
Leverage the Annual Accounts Review (AAR) service to generate advisory demand and send customisable pre-meeting questionnaires to uncover the real issues faster.
Access mindset tools to help clients navigate challenges and guide discussions with meeting delivery tools, including proven delivery notes.
Automatically capture complete meeting notes and summaries with the Advisor Assistant, our AI-powered notetaker.
Share meeting summaries, plans, actions and feedback templates through the client hub.
Use our quick proposal tool to lock in further advisory work and maintain momentum.
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Scale advisory confidently.
Easily revisit past actions in follow-up meetings.
Confidently roll out a suite of advisory meetings across your team, including coaching and business planning.
Deliver consistent, repeatable value across your client base.
Every tool, template, and process you need to train your team, deliver and grow advisory.
Advisory delivery tools
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Proposals – Streamlined templates to price, package, and present your advisory services
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Pre-configured processes – Step-by-step workflows for every meeting type, ensuring structure and consistency across your firm
- Advisory meeting framework for every opportunity - Run everything from Annual Forecasts, Complimentary Client Reviews, and Management Reporting Meetings to Cashflow and Profit Improvement Meetings, Annual Accounts Reviews, Accountability Coaching, Business Planning, and more
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Pre-meeting questionnaires – Gather insights and set clear expectations with automated reminders
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Meeting workspace – Central hub with agendas, goals, actions, advisor notes, an AI notetaker, and shareable meeting records
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Value Gap Calculator – Demonstrate tangible profit and cashflow improvement opportunities to your clients
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Business Planning tool – Collaboratively map out your client’s vision, strategy, and milestones
- Smart AI technology - Your meeting data is securely hosted, allowing future AI-powered preparation and seamless integration into session outputs. A safe, practical alternative to generic notetakers.
Learning and mindsets
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Mindset tools – Frameworks to overcome limiting beliefs and lead clients, and your team, with confidence
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Online courses & training – Build capability and confidence at every stage of your advisory journey
- Continuous growth and learning – Professional development, marketing support, and business strategy tools to help your firm
Connection and integrations
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Integrations – Seamlessly connect with XPM, FYI Docs, and more to keep your data and workflows in sync
- AI notetaker - Can join your preferred meeting platform, Zoom, Teams or Google Meet
- Exclusive community - Connect, share, and learn from firms on the same advisory journey
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 to deliver high-value services without reinventing the wheel.
Structure and consistency
Proven meeting processes and toolkits 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.
Value Gap Calculator
In minutes, you and your team can show clients how small shifts can lead to big wins in profit, cashflow and business value.
It helps you to focus on the opportunity behind the numbers and stop giving value away for free.
"The Gap has been instrumental in shaping how we’ve developed our advisory services and how we’ve rolled it out across our team. Highly, highly recommend!"
Supporting your advisory journey with Gap Academy.
Having the right tools is just the start. Real transformation comes from surrounding yourself with knowledge, support and community that inspires you to keep moving your firm forward.
Easily upskill and train your team.
Gap Academy delivers education, inspiration, and a connected network of accountants building stronger, smarter firms. This is where capability becomes confidence.