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Value Gap Analysis Report example

'How can we help you improve profitability and cashflow?’ conversations should be normal between you and your clients.


Guide to minimising scope stretch

Help your team recognise the potential for Scope Stretch before it occurs, rather than simply doing more work for a client and absorbing the cost of production after the fact.


Guide to utilising client feedback

Learn how to improve and refine your service offering by utilising your client feedback.


Your webinar management process guide

Learn everything you need to know about planning, marketing and delivering webinars to clients and prospects.


Writing a winning advisory proposal

Ensure your Business Advisory proposals include these nine components to win the deal every time.


Guide to the 5 essential meetings

Learn about the five essential meetings every accountant should be offering to their clients and prospects.


Ask, don't tell

Watch the Ask Don't Tell Mindset Video and use the Mindset Card to understand how asking better questions will engage your clients.


BOMA + The Gap digital marketing ebook

Everything Accountants and Bookkeepers need to know about Digital Marketing in one handy guide.