Our most loved advisory services

The Gap Proactive Onboarding

Onboarding

Deliver a world-class client experience.

Find out their goals and challenges and make sure you’re both a match. Define a client journey that they’ll love, with tonnes of opportunity for further work together.

The Gap Annual Accounts Review

Annual Accounts Review

Be the accountant that makes sense.

Make sure clients understand their business performance, their tax position, the ongoing value you are providing and the opportunities they have to improve profit and cashflow.

The Gap best practice

Best practice in every business

Business Planning

This four-hour planning session provides clients with a one-page Business Plan that prioritises goals, revenue targets, business drivers, and opportunities and vulnerabilities that need to be managed. Together, you'll develop a 90 Day Action Plan that drives success.

Accountability Coaching

Our coaching system provides a structured framework, ensuring clients take the action needed to achieve goals. We provide you with every resource you need to market, sell, and deliver this high-value service, along with 50+ mindsets to develop your facilitation skills.

Targeted Improvement Meetings

Drive leads to higher value advisory services

Cashflow & Profit Improvement Meeting

In this 90-minute meeting, you’ll identify where your client is now and where they want to be from a cashflow and profit perspective. Together, you’ll identify the ‘how’ - the strategies that will deliver the improvements they need.

Risk Management Meeting

Help your clients identify, record, and assess risk and key mitigation strategies in this important planning session. Anticipating and mitigating risks is an important planning activity for any business. Proactivity trumps reactivity.

The Gap Improvement Meetings
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What you pay

Start

$495

/mo
Billed in NZD, plus GST

Up to 2 users

+$75 per additional user

Scale

$895

/mo
Billed in NZD, plus GST

Up to 10 users

+$25 per additional user

Enterprise

$POA

/mo
Billed in NZD, plus GST

11+ users

+$25 per additional user
Multi-site discounts may apply for groups

Start

$495

/mo
Billed in AUD

Up to 2 users

+$75 AUD per additional user

Scale

$895

/mo
Billed in AUD

Up to 10 users

+$25 AUD per additional user

Enterprise

$POA

/mo
Billed in AUD

11+ users

+$25 AUD per additional user
Multi-site discounts may apply for groups

Start

£245

/mo
Billed in GBP

Up to 2 users

+£35 GBP per additional user

Scale

£445

/mo
Billed in GBP

Up to 10 users

+£15 GBP per additional user

Enterprise

£POA

/mo
Billed in GBP

11+ users

+£15 GBP per additional user
Multi-site discounts may apply for groups

Start

$450

/mo
Billed in CAD, exclusive of sales tax

Up to 2 users

+$75 CAD per additional user

Scale

$830

/mo
Billed in CAD, exclusive of sales tax

Up to 10 users

+$25 CAD per additional user

Enterprise

$POA

/mo
Billed in CAD, exclusive of sales tax

11+ users

+$25 CAD per additional user
Multi-site discounts may apply for groups

Start

$335

/mo
Billed in USD

Up to 2 users

+$75 USD per additional user

Scale

$625

/mo
Billed in USD

Up to 10 users

+$25 USD per additional user

Enterprise

$POA

/mo
Billed in USD

11+ users

+$25 USD per additional user
Multi-site discounts may apply for groups

What you get

Advisory Platform

* 17 advisory services
* 25 client event kits
* 250+ marketing assets
* 50+ mindset resources
* Pricing & proposal tools

Education

* Online training sprints
* Discounted in-person Masterclasses

Support

* Member success support
* Access to The Gap Community

What our members say

The Gap quotation mark

The Gap has amazing content which helps us deliver services to our clients with much less effort.

The Gap starThe Gap starThe Gap starThe Gap starThe Gap star
Mark Said  |  MKS Group
Victoria, Australia

For the shrewd marketer.

Tonnes of marketing collateral... become an overnight guru.

Hundreds of advisory-driven articles, assets you can repurpose on your website to drive leads, and a curated collection of client event packs, right down to slide decks and speaker notes.

The Gap. For the shrewd marketer, tons of marketing collateral... become an overnight guru

And… for the hyper-advisor!

The Gap Hyper-advisor

Core Values Development

We know a great culture improves the bottom line. Help your clients get the best from their teams by facilitating a workshop that guides the creation of their core values.

Organisational Review

Using the 10 Hats framework, help your clients build a functional organisation chart. Clarify roles and responsibilities so that the business becomes more efficient and can scale successfully.

The Marketing Plan

Marketing is everything, and everywhere.
Help your clients create a practical Marketing Plan, with clear goals and actions that generate more leads, improve customer retention, and grow the top line.

Effective Governance

Help business owners separate their governance and operational roles. Guide them to establish a meeting rhythm that focuses on strategy, manages risk, and takes the stress out of board meetings.

Succession Planning

Develop a Succession Plan, identifying what your client wants to achieve, their succession timeline and ideal successor, opportunities to maximise business value, and the challenges and opportunities that need addressing.

Join our growing community

We're an inclusive bunch

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What your peers say

In less than a week of using The Gap, I had my first Business Plan proposal accepted.

Mark Telford

Telford Chartered Accountants | Kent, UK
The Gap quotation mark

Without The Gap, we wouldn't have been able to build our advisory space.

Kirsty Naish

Sidekick | Ashburton, New Zealand
The Gap quotation mark

The sheer volume of resources is very impressive.

Steve Bourne

The Chartwell Practice | Burton-on-Trent, UK
The Gap quotation mark

The sheer volume of resources is very impressive.

Alex Falcon

Soaring Falcon | Bedford, UK
The Gap quotation mark

Great content delivered in a way that makes total sense and is full of blinding flash of the obvious. And a brilliant community of like minded members

Debbie Whitaker

Not Just Numbers | Leeds, UK
The Gap quotation mark

The Gap's courses are great and certainly a lot more beneficial to go to than a tax update, as they provide the opportunity to make real change in your business to future-proof it for many years to come.

Glenn Martin

Avery Martin | Chester-le-Street, UK
The Gap quotation mark