Proactive Onboarding
In a nutshell
A wide range of systemised Business Advisory and Business Development services for you to leverage across your clients.
Efficient and engaging client onboarding and proposal software and resources.
Free training sprints and masterclass workshops.
All delivered via a bespoke Business Development portal.
Why reinvent the wheel?
We've created the entire end to end system for you.
Your Services Stack
What you get
Your above services stack, plus:
*For BOMA subscribers only
Marketing - the BIG banana
The Gap’s practical and proven Business Development content, combined with BOMA’s easy to use digital marketing platform, fast tracks marketing results for accountants, taking the time, the cost and the complexity out of writing and publishing articles and blogs. Provide value, and attract and engage clients through ‘best business practice’ content.
Find out how to work smarter, not harder with The Gap and BOMA.
Prices are per month, in local currency.
*NZ prices are subject to GST.
Special Pricing
Special pricing may apply for start up
firms, firms with multiple offices, or
firms with more than 71 employees.
Networks & franchises may be
eligible for group pricing.
Licence Agreement
Read our Licence Agreement and Privacy Notice
Too busy to read our wordy and longwinded (that's our legal team's job) agreement?
There are three essential terms you need to be aware of:
- When you become a Gap member, you commit to a minimum 12-month subscription term.
- You can't own our intellectual property. We do. You get to use our resources as long as you're a paid up member.
- You cannot sell, give, lease or assign the content to any other person or organisation.
14 Day Free Trial
You'll get access to THREE FULL services
Proactive Onboarding (PO), the Complimentary Client Review (CCR), and Business Planning (BP).
No credit card required.
More ways you can win...
Our Referral Programme
Want to earn cash back on your monthly Gap subscription?
"I was very nervous to sign up to The Gap, as I wasn't earning much and had no contracted time for any client. But after going back to the five clients I had at that time, and suggesting Business Planning, a Marketing Plan and ongoing coaching, I was able to move them all onto 12-month contracts. My monthly cashflow has tripled since that day!!! Two months on, I have taken on three more clients, all with Business Plans and regular coaching. I am so, so grateful for being part of The Gap community."
Shelley Baldwin, go BUSINESS
See what other Gap members have to say...
