Our most loved advisory services

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.

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.

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.

Free Trial

Let's get started!

Start your 30-day free trial or book a demo with a human today.

Start Trial
The Gap Referrals

What you pay

Solo

$475

/mo
Billed in NZD, plus GST

1-2 seats*

25 Value Gap licenses**

Super

$895

/mo
Billed in NZD, plus GST

12-31 seats*

100 Value Gap licenses**

Mega

$995

/mo
Billed in NZD, plus GST

32-71 seats*

200 Value Gap licenses**

REALLY BIG!

71+ Seats & networks*
Best for larger teams & networks.
Contact sales

Solo

$475

/mo
Billed in AUD

1-2 seats*

25 Value Gap licenses**

Super

$895

/mo
Billed in AUD

12-31 seats*

100 Value Gap licenses**

Mega

$995

/mo
Billed in AUD

32-71 seats*

200 Value Gap licenses**

REALLY BIG!

71+ Seats & networks*
Best for larger teams & networks.
Contact sales

Solo

£235

/mo
Billed in GBP

1-2 seats*

25 Value Gap licenses**

Super

£445

/mo
Billed in GBP

12-31 seats*

100 Value Gap licenses**

Mega

£495

/mo
Billed in GBP

32-71 seats*

200 Value Gap licenses**

REALLY BIG!

71+ Seats & networks*
Best for larger teams & networks.
Contact sales

Solo

$430

/mo
Billed in CAD, exclusive of sales tax

1-2 seats*

25 Value Gap licenses**

Super

$830

/mo
Billed in CAD, exclusive of sales tax

12-31 seats*

100 Value Gap licenses**

Mega

$950

/mo
Billed in CAD, exclusive of sales tax

32-71*

200 Value Gap licenses**

REALLY BIG!

71+ Seats & networks*
Best for larger teams & networks.
Contact sales

Solo

$325

/mo
Billed in USD

1-2 seats*

25 Value Gap licenses**

Super

$625

/mo
Billed in USD

12-31 seats*

100 Value Gap licenses**

Mega

$715

/mo
Billed in USD

32-71 seats*

200 Value Gap licenses**

REALLY BIG!

71+ Seats & networks*
Best for larger teams & networks.
Contact sales

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
* In-person Masterclasses

Support

* Member success support
* Access to The Gap Community

What our members say

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

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

And… for the 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

Contact us

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

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

Kirsty Naish

Sidekick | Ashburton, New Zealand

The sheer volume of resources is very impressive.

Steve Bourne

The Chartwell Practice | Burton-on-Trent, UK

The sheer volume of resources is very impressive.

Alex Falcon

Soaring Falcon | Bedford, UK

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'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