We're proud to partner with Xero
The Gap connects seamlessly with Xero to capture client contact information used to effortlessly produce proposals, plans and other client resources.
We'll help you expand revenues beyond compliance. Our portal has everything you need to market, sell and deliver systemised Business Development services to your clients.
Business Development services your clients will love
Help your clients with what really matters; provide enduring value and a holistic approach to business success. The Gap Portal provides monetisable, scalable Business Development services; end to end systems spanning marketing, sales and delivery. Produce and win proposals effortlessly, track service revenues against targets and expand your portfolio of client services beyond compliance. Teach your young guns to speak wider than the numbers and be the future accountant now.
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.
Helpful information about The Gap
WHO IS THE GAP?
Created by accountants for accountants, The Gap is the leading provider of systemised Business Development content for accounting and bookkeeping firms.
WHO IS IT FOR?
Accounting and bookkeeping firms who want to achieve their true purpose - helping their clients achieve financial, time and mind freedom.
HOW DO THE GAP AND XERO WORK TOGETHER?
The Gap connects seamlessly with Xero to capture client contact information used to produce proposals, plans and other client resources.
HOW DO WE SYNC WITH XERO?
1. It’s easy, pushing the sync button in The Gap Portal will redirect you to your Xero Practice Manager login screen.
2. After entering your XPM credentials you’ll be asked to authorise The Gap before being redirected back to The Gap Portal.
3. Following this, The Gap Portal syncs automatically with XPM twice daily.
HOW MUCH DOES IT COST?
Pricing depends on the size of your firm, which corresponds with the size of your ‘new services revenue’ opportunity. All plans include our full support service.
IS THERE A FREE TRIAL?
Yes! There is a 14 day free trial of The Gap which gives you full access to two services - the Complimentary Client Review and Business Planning. No credit card required.
The Gap also offers a complimentary 60 minute online meeting to demonstrate the many benefits of membership.
WHAT COUNTRIES DO WE OPERATE IN?
The Gap operates globally.
WHAT SUPPORT DO WE OFFER?
The Gap provides a seamless onboarding, induction and implementation experience. Our online LEAP programme fast forwards your Business Development services roll out. Live monthly training sprints add to your skills development and our Masterclass workshops take new learnings to a new level.
The Gap gives you:
- Systemised Business Development products for you to deliver to your clients
- Auto branding of products and other resources
- Effortless proposal generation, electronic acceptance and follow up accountability
- Online client pre-work and service evaluation
- Efficient online preparation of plans and minutes
- Powerful mindset resources that build your coaching skills
- Plan and track your Business Development revenues against targets
Achieve your true purpose.
Help your clients gain freedom.
Leverage your team.
What is Xero?
Xero is easy to use online accounting software that’s designed specifically for small businesses.
- It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
- Your bank statements are automatically imported and categorized, letting you see your cashflow in realtime.
- Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
- Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.
Find out more or try Xero Accounting Software for free.