January 2020

The Gap + BOMA Content Library Catalogue

  • 10 ways to improve your happiness
  • Achieving financial freedom
  • Want to spend more time doing what you love?
  • Business stress keeping you awake at night?
  • Want more money, more time or less stress?
  • Set better goals with effective reflection
  • Start your year off in the performance zone

Complimentary Client Review - Re-engage

Client Reflection Questionnaire

Touch base with your clients before they head into the new financial year.  This questionnaire helps clients to reflect on the highs and lows of the past year and will help to establish their new focus, clarify what success looks like for them, and set meaningful business and personal goals for the year.

Business Planning

Published a Business Planning Process Guide, accessible via the 'Download Process Guide' button on the top right hand side of the Process Flowchart.

Monthly Coaching

Updated Monthly Coaching Pre-work to include:

  • Review of numbers
  • Review of 30 day actions

December 2019

Effective Governance

Effective Governance is about structuring, operating and controlling a company with a view to achieving long-term strategic goals and add value to a business.

There are two services within this bridge; Governance Planning and Governance Coaching.

Governance Planning assists your client to develop and implement a Governance Framework Plan to maximise shareholder value, achieve their strategic goals, and minimise risk.

Governance Coaching is designed to be used by accountants who have experience as a Director; you'll be attending your client's Board Meetings as a coach and observer, providing feedback and helping the client implement best practice.

The Gap + BOMA Content Library Catalogue

Use our new catalogue to send content via the BOMA marketing platform to engage your clients and deliver educational marketing, tailored toward specific Gap services.  You'll find the catalogue in The Gap + BOMA folder in the Marketing tab of the portal.

Click the link for the relevant piece of content to access it in BOMA.  Make sure you've unlocked our Premium content library to access all of our Gap content.

If you're not yet a BOMA subscriber, you can sign up for a 14 day free trial to check it out.

If you're planning to target a particular service in your marketing campaign, use our new Content Library Catalogue to quickly identify The Gap's BOMA content.

2019 Christmas eBook

Once again, we created a short Christmas eBook for you to brand and send to your clients to encourage them to reflect on their year and start planning for 2020.  The eBook softly plants the seed for your clients to engage with you in the new year for Business Planning, forecasting or coaching.

You'll find summer and winter versions in the 'Your BD Marketing' folder of the Marketing tab in the portal, along with a Guide to Using the eBook.

November 2019

Annual Accounts Review

We added new content to ensure your firm has a streamlined process for your Annual Accounts service.  This content will help you delegate the Annual Accounts Review meeting to your senior team and free up your time so you can focus on delivering more CCRs to your clients.

We also updated the Confirmation and Pre-work Email to remove the 'Annual Accounts' text fields to ensure consistency across the bridge.  Remember, all content can be edited, so you can still change the name manually if you use different terminology.

Management Reporting

Management Reporting allows you to better engage your clients and provide real value via your Management Reporting service; enabling you to monetise your reporting tool.

Designed to be delivered by a Client Manager or Senior Accountant, this bridge will help Partners free up their time and upskill your Young Guns to facilitate more Business Development services.

You'll find the Management Reporting content in the Business Advisory bridge.

Job Description - Director (updated)

  • Combined the Business Model and Structure key responsibility sections into one section

Proactive Onboarding (updated)

Proactive Accounting Meeting Confirmation & Pre-work Email

  • Removed drop down answer field from Annual Turnover question
  • Added radio buttons for client to select range instead
  • Users can now update the ranges prior to sending to clients (if required)

October 2019

Mindset Tools

Mindset Videos:

  • The Diffusion of Innovation
  • Scarcity vs Abundance
  • The Productivity Pyramid
  • The Sales Process

Mindset Cards:

  • The Four Pillars of Governance
  • Governing vs Managing
  • The Grow Model
  • The Sales Process

The 3 Essential Tools for Business Success Seminar

With our newest seminar, you'll take attendees through the three essential tools for business success - a Business Plan, a Forecast, and ongoing reporting and accountability.

This seminar positions the Business Development Trifecta as best practice.  The bridge contains everything you need to market the seminar, sell tickets, and deliver the seminar using our PowerPoint Template and Delivery Notes. 

KPI Improvement Coaching Tactics Guide (updated)

Updated the list of reporting and dashboard tools to reflect the change from CrunchBoards to Futrli.

September 2019

Portal Wide Updates

Pre-work:

  • Updated the tables in the pre-work email to improve user experience


Administration Support Checklists:

  • Updated the aesthetics and removed tables to improve user experience

 

Mindset Tools

Mindset Videos:

  • The Grow Model
  • The Four Decisions Driving Growth
  • The Partner Alignment Circle
  • The Ansoff Matrix
  • The Golden Circle
  • The OPPS Mindset
  • Kettle Logic vs Emotion
  • The FGG Principle
  • The Planning Hierarchy
  • The Pathway to Empowerment
  • The Performance Matrix
  • Be Do Have
  • The 5 A's of Change
  • The Business 101 Cycle
  • The 5 Pillars of Value

Mindset Cards:

  • The 5 A's of Change (updated)

 

Business Planning (updated)

Business Plan:

  • Enhanced format
  • Budget section now separate 
  • Softly positions Quarterly Coaching by recording year to date budget each quarter

 

August 2019

Portal Wide Updates

Proposals:

  • Updated the aesthetics of all proposals to match Services Proposal format
  • Added functionality to upload front and back covers to all proposals (optional)
  • Updated payment terms area


Client Forms:

  • For a more user friendly experience, the merge tag {doc_link} text in emails now appears as 'click here' during document creation
  • Where text has been accidentally removed, the text 'Please click here to read and submit the document' will automatically append to the end of the email to ensure the client can access the document 

 

Proactive Onboarding

Our new Proactive Onboarding bridge beefs up the content formerly found in the Proactive Accounting Meeting bridge, with new proposal software, branding templates, and client onboarding processes.

Marketing subfolder:
Everything you need to market the Proactive Accounting Meeting to prospective clients, including pre-work to send prior to the meeting.  You'll also find our proposal cover page and back page templates which you can update to suit your branding, add your contact details, convert to a PDF, then upload to your proposals.


Selling subfolder:

  • Services Proposal:
    • After setting up your services and pricing in the Admin area, send this for your compliance, compliance plus, advisory, bookkeeping, and Business Development services; Terms of Engagement are required to send this proposal
  • Proposal for Additional Services
    • Send this to new clients who require a one off service in addition to the bundled service offering in the Services Proposal
  • Terms of Engagement Templates (NZ, Aus, UK versions available)
    • Update to meet your requirements then upload to the Admin area to automatically send your Terms of Engagement with your Services Proposal


Onboarding subfolder:
This new subfolder contains everything you need to develop an effective onboarding process.  With a guide and checklist to develop your process, email templates, a support call script, and a feedback form, this folder contains everything you need to seamlessly onboard your new clients.


Complimentary Client Review

Marketing subfolder:

  • Annual Accounts Review Meeting Confirmation and Pre-work Email
    • Send this to your client prior to the Annual Accounts Review Meeting 
  • CCR Confirmation and Pre-work Email
    • We've added pre-work to the confirmation email so your client can get thinking about their goals prior to the meeting
  • Proposal cover page and back cover page templates


Selling subfolder:

  • Services Proposal
    • Re-engage your clients with the Services Proposal; Terms of Engagement aren't a requirement for this one as you're sending it to existing clients who should have already accepted your Terms


Re-engage subfolder:

A brand new subfolder, containing everything you need to minimise Scope Stretch, or Scope Creep, in your firm.  Our new content includes a guide, Outline and Benefits for a Quick Queries service, scripts your team can use when they've identified potential Scope Stretch, and a Proposal for Additional Services to quickly send to clients to ensure you're paid for the additional work required.

 

Mindset Tools

Mindset Cards:

  • Be Do Have
  • SCOPE
  • Four Decisions Driving Growth
  • The Partner Alignment Circle
  • Scarcity vs Abundance
  • The Ansoff Matrix
  • The Golden Circle

 

Building a Better Business in 10 Steps Seminar

With our latest seminar, you'll take attendees through the 10 steps they should take to unleash their business's full potential.  These practical steps reflect best practice and softly position various Business Development services you can offer.  This bridge contains everything you need to market the seminar, sell tickets, and deliver the seminar using our PowerPoint Template and Delivery Notes.

 

10 Hats Workshop Tri-series

Our first one to many workshop series.  Leverage your time and deliver these workshops to 15-20 attendees.  Set over three months, these workshops will help attendees create a better organisation structure to help them work more effectively and free up their time.

At the first workshop they'll develop their organisation charts, at the second they'll create job descriptions for each role, and at the third they'll develop processes to maximise their team's performance.