2023 Conference - Reunion
26 & 27 October 2023 | TSB Arena, Wellington, NZ
Reunion will be the largest gathering of accountants and bookkeepers in NZ this year. Outstanding speakers and content. Wonderful vibe. BE THERE.
First 200 tickets sold with special pricing.
Witness the Fitness!
26 & 27 October 2023 | TSB Arena, Wellington, NZ
Join Reunion 2023 and WITNESS THE FITNESS! Time… Mind… (and Money) Fitness. LEARN. ENGAGE. INSPIRE.
Reunion will be the largest gathering of accountants and bookkeepers in NZ this year. Outstanding speakers and content. Wonderful vibe. BE THERE.
Accommodation - We have secured rooms with preferential Gap pricing, at five hotels across Wellington City. Check out our accommodation page to secure the best rates now.
Masterclasses and Workshops
Masterclasses are hosted on a regular basis. Our Masterclass schedule is updated quarterly to reflect the dynamic natures of your educational needs. Training Sprints and Masterclasses are delivered in a live, online environment and Gap members enjoy unlimited participation as part of their ongoing subscription. We recommend that all team members who are involved in the marketing, administration and delivery of Business Development services participate in our education programme.
Stay tuned for details on our next Masterclass.
Live Training Sprints are held on the third Tuesday of each month. #Gappies, ensure you've blocked out this time in your calendar and prioritise it the same way you would a client meeting. Our Training Sprints are sometimes open to non-member too and you'll find the registration link here.
Our next training sprint will be held on Tuesday, 21 February 2023.
Closing the Value Gap in Your Firm
21 February 2023 | 9.00am BST | Register Here
23 February 2023 | 2.00pm NZDT / 12.00pm AEDT | Register Here
Join us for this high-value 60-minute session. You’ll:
Understand what great performance looks like for an accounting firm
Learn how to use our powerful sales tool, The Value Gap Calculator, on your own firm
Discover proven tactics that drive your profitability, cashflow, and business value
Build confidence to step out of your comfort zone to achieve better results
Learn how to apply these learnings to help your clients achieve the business outcomes they deserve
You’ll also have the opportunity for a live Q&A with our presenter, Chartered Accountant and Co-founder of The Gap, Mark Jenkins.
This event is suitable for Partners and Senior Accountants.
Gaining the Advisory Advantage
Wednesday, 9 November | 10am to 3 pm (lunch provided) | Novotel Auckland Airport
This super-charged one-day workshop is essential for firms looking to start their advisory journey or wanting to better integrate advisory services into their current offering. The day will be delivered by chartered accountants Viv Brownrigg and Mark Jenkins, who between them have more than 30 years’ experience in public practice.
Workshop learning outcomes include:
- Understanding and positioning the three freedoms your clients want
- Learning how to link your advisory services to client pain points
- Discovering how to ‘show them the money’ by demonstrating improved profit and cashflow
- Activating simple marketing and sales techniques - without being that product pusher
- Adding punch and power to the Annual Accounts Review Meeting
- Learning how to deliver the three essential services your clients deserve
- Building a recurring revenue stream in a sustainable and leveraged way
Price: $95 + GST per person
Check out the programme.
September Training Sprint
20 September 2022 | 9 am (BST) | 2 pm (NZST) | 12 pm (AEST)
Join our Member Support Team on Tuesday, 20 September for our next Training Sprint, Balance vs Burnout.
During this 30-minute Training Sprint, we’ll show you how to:
- Understanding how people are feeling and why
- Use resources to reframe your mind and take back control
- Practice empathy with your clients and team
You’ll also have the opportunity for a live Q&A with our panellists, Kirsteen Day and Amy Saleman (NZ/AU) | Debbie Spooner and Zoe Beaver (UK).
This event is suitable for Partners and Senior Accountants.
Register Now!
October Training Sprint - Closing the Value Gap
18 October 2022 | 2 pm (NZST) | 12 pm (AEST) | Register Here
19 October 2022 | 9 am (BST) | Register Here
Join us for the release of our new tool, the Value Gap Calculator. This will become your number one sales tool to show clients and prospects how their spend with you can be an investment not a cost as they immediately see the impact that small changes can have on driving profit, cashflow, and business value.
During this 60-minute Training Sprint, Closing the Value Gap, you’ll learn how to:
- Re-define your client spend from a cost to an investment
- Share the Five Pillars of Value with your clients
- Position practical strategies that drive profitability, cashflow and business value
- Link the sales opportunities to your existing meeting rhythms
- Offer your clients a guaranteed 5 times return on investment
You’ll also have the opportunity for a live Q&A with our presenter, Mark Jenkins.
This event is suitable for partners and all accountants in your firm.
Register now!
November Training Sprint
15 November 2022 | 2 pm (NZDT) | 12 pm (AEDT) | 9 am (GMT)
Join our Member Support Team on Tuesday, 15 November for our final Training Sprint of 2022, Wrapping Up and Ramping Up.
During this 30-minute Training Sprint, we’ll show you how to:
- Leverage your customer experience at a busy time
- Identify small steps you can take now, to lay foundations for 2023
- Change your mindset to take action and deliver results
You’ll also have the opportunity for a live Q&A with our panellists Kirsteen Day and Amy Saleman (NZ/AU) | Atim Arden and Debbie Spooner (UK).
This event is suitable for the whole firm.
Register now!
The LEAP Programme Highlights Webinar
13 September 2022 | 9 am BST
The Gap, in partnership with Fathom, is delighted to announce our 9-week LEAP Programme. The LEAP programme is designed to address the barriers to delivering advisory services and provide the practical ‘how to’ in a systemised, efficient, and leveraged way.
This programme is open to Fathom customers who want to start their advisory journey or better integrate advisory services into their current offering and has been made possible with the generous sponsorship of Fathom.
Join Mark Jenkins, Director of Sales at The Gap, Darren Glanville, Country Manager for UK & EMEA for Fathom, and Phil Sayers, Director of Sales UK at this 45-minute web event.
We’ll cover:
- The art and science of a successful advisory business.
- How the LEAP Programme will help you overcome common barriers to success: No time, no confidence, and no system.
- An overview of this 9-week programme, along with individual session highlights.
- Programme timings and your required commitment.
- Your investment in the programme (And Fathom’s incredibly generous sponsorship of that investment).
Holding your value
Wednesday, 28 June | 10am to 4pm, lunch provided | etc.venues Monument, London | BOOK HERE
In challenging economic times, there’s a fine balance between charging your clients what you’re worth and coming across as mercenary. Learn how to position the additional value you can provide, and have your clients see how important it is that they engage with you more. Shift the conversation away from cost and onto return on investment. Avoid write-offs and scope stretch while providing your clients with the support they need.
Masterclass learning outcomes include:
Understanding the most significant key performance indicators in your firm
Benchmarking your advisory service prices compared to your peers
Putting the oxygen mask on your firm first - improve THE most important KPI
Managing the ten biggest causes of scope stretch
Setting boundaries on discounted/free support
Helping clients improve profit and cashflow and mitigate business risk
Supporting your clients beyond compliance in difficult times
Member Price: Two Complimentary Tickets. Contact Mia for your voucher code.
Additional tickets £95 ex VAT
Non-member Price: £195 ex VAT
This event is suitable for all partners and senior accountants.
This high value, one-day masterclass is essential for firms that are serious about leveraging their advisory journey across their team and levelling up their financial returns from advisory services.
Masterclass learning outcomes include:
Implementing a better client journey
Creating a world-class client onboarding experience
Putting your Annual Accounts Review Meeting on steroids
Showing clients how they can improve their profit and cashflow outcomes
Using the Value Gap Calculator to show what’s possible
Delivering a Cashflow & Profit Improvement or Risk Management Meeting
And… selling these simple services
Member Price: Two Complimentary Tickets. Contact Mia for your voucher code.
Additional tickets for Auckland $195 NZD + GST
Additional tickets for Melbourne $195 AUD ex GST
Additional tickets for London £95 GBP ex VAT
Non-member Price:
Tickets for Auckland $395 NZD + GST
Tickets for Melbourne $395 AUD ex GST
Tickets for London £195 GBP ex VAT
This event is suitable for all partners and senior accountants. This masterclass will provide outstanding learning to your up-and-coming partners.
Advisory, made easy
Thursday, 5 October | 10am to 3pm, lunch provided | voco Brisbane City Centre | BOOK HERE
Thursday, 9 November | 10am to 3pm, lunch provided | Novotel Auckland Airport | BOOK HERE
This super-charged one-day workshop is essential for firms looking to start their advisory journey or wanting to better integrate advisory services into their current offering.
Workshop learning outcomes include:
Understanding and positioning the three freedoms your clients want
Learning how to link your advisory services to client pain points
Discovering how to ‘show them the money’ by demonstrating improved profit and cashflow
Activating simple marketing and sales techniques - without being that product pusher
Adding punch and power to the Annual Accounts Review Meeting
Learning how to deliver the three essential services your clients deserve
Building a recurring revenue stream in a sustainable and leveraged way
Auckland Tickets: $95 NZD + GST
Brisbane Tickets: $95 AUD ex GST
Getting the work done in 2022 and beyond
With travel restrictions easing and young team members heading overseas in an already tight labour market, firms are asking the hard question – ‘How will we get the work done and give our clients the service they deserve?’
The answer is not a straightforward one. Firms will need to review how they structure their operations, how they manage remote and offshored teams, and what they say ‘yes’ (and ‘no’) to. They’ll also need to extract every efficiency gain they can muster on all things compliance.
Join Viv Brownrigg, FCA and Co-founder at The Gap, on Tuesday, 24th of May at 2.00pm NZST, as she interviews a panel of NZ firms. Learn first hand how they are facing and overcoming these challenges. Register now.
Our current LEAP Programme for New Zealand & Australia is currently full.
Please register your interest in the next intake with Zoe Sherwood.
Our next LEAP Programme for the United Kingdom commences 4th October 2022
This Programme is delivered with the generous support of our strategic partner, Fathom.
Live Training Sprints are held on the third Tuesday of each month. #Gappies, ensure you've blocked out this time in your calendar and prioritise it the same way you would a client meeting. Our Training Sprints are sometimes open to non-member too and you'll find the registration link here.
Check in soon for our March Training Sprint.
When we saw The Gap at Xerocon and dug into the detail, we saw real substance. I love systems and structure. The Complimentary Client Review has been amazing. I've never done a CCR to date that I haven't got more work from.
Our clients plan their kitchen renovation better than they plan their business. The people here need to all be business advisors because clients don't just want a tax return anymore.
Shannon Smit, SMART Business Solutions.
ifa Excellence Awards Finalist 2020
Marketing Program of the Year 2019 - Australian Accounting Awards
We were looking for a way to deliver Business Advisory services and provide service agreements to our clients. The Gap enabled us to have a structured way of doing this. Following their process to offer a complimentary meeting to existing clients has already developed into a number of Business Plans, with many more scheduled for this year.
The Training Sprints and Masterclasses are excellent and always provide a boost. The sheer volume of resources is very impressive; I hadn’t realised how much was in The Gap that we can share with our team and use on our own business too. The support from The Gap team and the community has been excellent! We have regular update sessions with our Member Success Specialist, Debbie, who is so enthusiastic and makes us want to do more.
We are only in the very early stages of our Gap journey but can already see how much we can help clients and involve more of our team in delivering Advisory services.
Steven Bourne, The Chartwell Practice Ltd
The LEAP Programme Highlights Webinar
13 September 2022 | 9 am BST
The Gap, in partnership with Fathom, is delighted to announce our 9-week LEAP Programme. The LEAP programme is designed to address the barriers to delivering advisory services and provide the practical ‘how to’ in a systemised, efficient, and leveraged way.
This programme is open to Fathom customers who want to start their advisory journey or better integrate advisory services into their current offering and has been made possible with the generous sponsorship of Fathom.
Join Mark Jenkins, Director of Sales at The Gap, Darren Glanville, Country Manager for UK & EMEA for Fathom, and Phil Sayers, Director of Sales UK at this 45-minute web event.
We’ll cover:
- The art and science of a successful advisory business.
- How the LEAP Programme will help you overcome common barriers to success: No time, no confidence, and no system.
- An overview of this 9-week programme, along with individual session highlights.
- Programme timings and your required commitment.
- Your investment in the programme (And Fathom’s incredibly generous sponsorship of that investment).
Making the Leap
3 & 4 November 2022 | 10am to 4pm, lunch provided | Novotel South Bank, Brisbane
Join us for Making the Leap on the 3rd and 4th of November for our first in-person masterclass in Australia since 2019! The masterclass will be led by Chartered Accountant and Co-founder of The Gap, Mark Jenkins, and Director of Modern Firm Practices and BJT Financial, Brad Turville.
We'll cover the essentials you need to achieve Business Advisory success. You’ll:
- Brush up on how to articulate the benefits of advisory and increase client demand
- Learn how to market, sell, and deliver the 3 essential services to SMEs efficiently
- Uncover and resolve the common barriers to delivering advisory (no time, no confidence, no system)
- Develop a rock-solid plan to implement advisory and build a recurring revenue stream
- Fast-track your results without re-inventing the wheel or paying a ‘dumb tax’ on mistakes that others have made!
Seats are limited, so registrations are capped at two team members per Gap firm. We recommend that you come to both days to maximise the value you get from attending. Registrations close on Friday, 21st of October. Please note this was a Sold Out event in the UK, so book early to avoid disappointment.
Member Price: Two Complimentary Tickets - contact us for your voucher code.
Non-member Price: $595 for the entire Masterclass, or $349 for one day
Your Number One Service to Add Value
14 September 2022 | 9.00am BST | Register Here
15 September 2022 | 2.00pm NZST / 12.00pm AEST | Register Here
Two of the biggest barriers to delivering Advisory are a lack of time and a perceived lack of client demand. Both barriers can be overcome with a tangible, scalable service that gives clients a measurable ROI on their spend with you. Learn the practical ‘how to’ of Advisory using one simple strategy that won’t blow your timesheet apart.
Join Mark Jenkins and Phil Sayers (UK) and Brad Turville and Rowan Ellis (NZ/AU) at this 60-minute web event.
Session outcomes for you:
- How to ensure your clients see you as an investment - not a cost
- Understand your number 1 strategy to demonstrates a high ROI for your clients
- Learn how to deliver the cashflow and profit improvement meeting
- Link this service to your business advisory offering
- Build your advisory value ladder with a systemised and structured service offering
This complimentary event is suitable for all accountants and bookkeepers who are serious about adding value to clients.
Gaining the Advisory Advantage
Help your clients survive and thrive in 2022.
You must push beyond compliance and step into the Advisory world to better support your clients.
Join our Co-Founder and Director of Sales, Mark Jenkins (CA, CPA), for this 60-minute web event, Gaining the Advisory Advantage, on Thursday, 21 April at 2pm (NZST) / 12pm (AEST) or 9am (BST). Mark will guide you through practical and proven strategies you can adopt right now, to drive advisory revenue.
- Understand the vast power of the three freedoms to drive client engagement.
- Grasp the three key services you should offer, and how to market, sell and deliver them.
- Grow and scale your recurring revenue from Advisory.
It’s a new financial year. Do the work that inspires you, and your clients. Register now!
The LEAP Programme Highlights Webinar
9 August 2022 | 2 pm NZT / 12 pm AEST
The Gap, in partnership with Fathom, is delighted to announce our 9-week LEAP Programme. The LEAP programme is designed to address the barriers to delivering advisory services and provide the practical ‘how to’ in a systemised, efficient, and leveraged way.
This programme is open to Fathom customers who want to start their advisory journey or better integrate advisory services into their current offering and has been made possible with the generous sponsorship of Fathom.
Join Viv Brownrigg, Director of Marketing and Strategic Partnerships at The Gap, Tom Bilton, Head of Advisory for Fathom, and Brad Turville, Director of Modern Firm Practices and BJT Financial at this 45-minute web event.
We’ll cover:
- The art and science of a successful advisory business.
- How the LEAP Programme will help you overcome common barriers to success: No time, no confidence, and no system.
- An overview of this 9-week programme, along with individual session highlights.
- Programme timings and your required commitment.
- Your investment in the programme (And Fathom’s incredibly generous sponsorship of that investment).
Getting the work done in 2022 and beyond
With travel restrictions easing and young team members heading overseas in an already tight labour market, firms are asking the hard question – ‘How will we get the work done and give our clients the service they deserve?’
The answer is not a straightforward one. Firms will need to review how they structure their operations, how they manage remote and offshored teams, and what they say ‘yes’ (and ‘no’) to. They’ll also need to extract every efficiency gain they can muster on all things compliance.
Join Viv Brownrigg, FCA and Co-founder at The Gap, on Tuesday, 24th of May at 2.00pm NZST, as she interviews a panel of NZ firms. Learn first hand how they are facing and overcoming these challenges. Register now.
The Improvement Meeting: The easiest advisory sell
18 August 2022 | 2 pm (NZST) / 12 pm (AEST) Register Here
We’ll show you a process to turn client conversations into valuable advisory outcomes - for your clients and your firm. This webinar is for firms wanting a simple and effective blueprint to ‘start’ or scale up their advisory offering.
Join Natalie Eady, General Manager at The Gap, and Charles Clarke, Co-Founder and Marketing Director of BOMA, at this 45-minute web event.
In this session, you can learn how to:
- Dip your toe in advisory
- Launch a low cost / high value service
- De-risk the advisory investment for you and your clients
- Support your people to develop their advisory skills
- Leverage your efforts through marketing
Bringing Life to Client Reporting and Forecasting UK
2 August 2022 | 9 am BST
Join Mark Jenkins, Co-founder and Sales Director at The Gap, and Darren Glanville, Country Manager, UK & EMEA of Fathom at this 60-minute web event.
At the session, we will cover:
- How The Gap enables advisory firms to help clients achieve the Three Freedoms: Time, mind, and money
- How you can link these Freedoms to the three essential tools your clients deserve, and to your Fathom reporting
- How firms are value pricing forecasts and reports, by adding ‘wraparound’ planning and accountability services to their offering
You’ll also hear from a panel of users, who are combining The Gap and Fathom to provide increased value to their clients.
You have to get out of the mindset of 'I'm just the bookkeeper'. It’s all there in The Gap. I don’t have to reinvent the wheel. I’m earning nearly four times my bookkeeping hourly rate from this work.
My focus is now 100% Business Development. Not only do I feel I’m helping clients more but I’m getting more value for my time and the bookkeeping will come anyway.
Brenda Ryan, Vibrant Business & Bookkeeping Solutions.
We’ve tuned our team in now to look for the business advisory opportunities - which we call trigger points. They’re now looking for opportunities in the profit and loss and balance sheet to the extent that everyone in the practice is part of the business advisory team.
The younger team members are wanting to do extra, more interesting work.
Randall Corless, Marsh Tincknell Chartered Accountants.
Business Advisory Firm of the Year 2018 - Australian Accounting Awards
The Gap's vision is fully in line with our mantra of giving regular, proactive advice to help our clients grow their business & wealth. We joined The Gap community as compliance can get a bit boring and we wanted to focus on giving real value to our clients.
We're overcoming that 'mindset obstacle' and have made ourselves available to run several CCRs. It's simple, the more time I put into CCRs and engaging clients, the more BD work I get that otherwise wouldn't. The proposal templates, procedures and resources have enabled us to confidently market, sell and deliver real value-added services.
The Gap is allowing us to deliver within our Core Values and help our clients achieve while significantly increasing our turnover.
It's good sh*t that really works.
Mike Creed, Morrison Creed Advisory.
In September 2019, I attended The Coach Masterclass. The learning from that day completely transformed my business!!
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.
In 18 months our Business Development revenue has gone from zero to about 32% which is pretty awesome and we’re proud of that. That’s 32% of our revenue that wouldn’t have otherwise been there. More importantly, that’s a lot of value that clients obviously needed - and weren’t getting 18 months ago. Our clients were calling out for more help from us. Thanks to The GAP we are now delivering it!
Peter Harris, Maisey Harris & Co.
NZ Accounting Partner of the Year - Xero Awards 2018
People's Choice Award - NZ Xero Awards 2019
Medium Accounting Partner of the Year - Xero Awards 2020
NZ People’s Choice Award - Xero Awards 2020
We've had The Gap content implemented into our sales programme for several months now and it's going off.
This is exactly what our clients have been looking for from us. This is industry changing stuff.
Mark Greer, Bizdom.
Charlotte Evett | CAANZ
Charlotte is a Chartered Accountant who has worked in the financial services, energy and public practice sectors in New Zealand the US and the UK. Charlotte leads Chartered Accountant ANZ’s thought leadership initiatives on a wide range of emerging trends ranging from AI ethics to Blockchain technology.
Charlotte is responsible for advocating in the public interest with New Zealand regulators and government on policy issues relevant to Chartered Accountants and the accounting profession.
Alastair Lloyd | Kendons Chartered Accountants
Before co-founding BOMA, Charles spent 15 years working with technology companies and advertising agencies in NZ, the UK and the US including The Hyperfactory, Essence Media, Gimbal, AlphaImpactRX and GroupM.
BOMA was founded in the belief that accountants and bookkeepers should have access to a best-of-breed marketing and content solution, enabling them to take part in the digital transformation already impacting other industries to ensure they'd survive and thrive.
Steve Ryan | Kendons Chartered Accountants
A team leader at Kendons, Steve cut his teeth in the banking world where he first developed his passion for business. After wanting to have a more active role in helping businesses thrive, he made the switch to accounting and worked as the Treasurer for the Marlborough Chamber of Commerce. He loves being at Kendons because of their early adoption of Business Advisory which aligns with Steve’s desire to help clients grow their businesses.
Fathom
Fathom is an easy-to-use management reporting, forecasting and financial analysis tool, which helps to assess business performance, monitor trends, and identifies improvement opportunities. Seamlessly integrating with Xero, QuickBooks and MYOB, Fathom allows you to transform your accounting data into accounting intelligence.
Fathom is perfect for accountants and advisors who are seeking to deliver more frequent and more engaging advisory and management reporting services. Fathom is also great for business owners who are seeking to improve business performance.
Fathom and The Gap together provide the ideal toolkit for firms serious about advisory.
2023 Conference - Reunion
26 & 27 October 2023 | Wellington, NZ
Reunion will be the largest gathering of accountants and bookkeepers in NZ this year. Outstanding speakers and content. Wonderful vibe. BE THERE.
First 200 tickets sold with special pricing.
Witness the Fitness!
26 & 27 October 2023 | TSB Arena, Wellington, NZ
Join Reunion 2023 and WITNESS THE FITNESS! Time… Mind… (and Money) Fitness. LEARN. ENGAGE. INSPIRE.
Reunion will be the largest gathering of accountants and bookkeepers in NZ this year. Outstanding speakers and content. Wonderful vibe. BE THERE.
Accommodation - We have secured rooms with preferential Gap pricing, at five hotels across Wellington City. Check out our accommodation page to secure the best rates now.
JOIN THE HERD!
Queenstown, NZ, 27 and 28 October 2022 | Millennium Hotel Queenstown
Book your seats, your flights and your accommodation right away!
You will not be disappointed by our line up of amazing speakers, Gap experts and fun opportunities to reconnect in person with your peers.
Accommodation - We have secured rooms with preferential Gap pricing, at Millennium and Copthorne Hotel and Resort Queenstown, follow the Group Code booking instructions - rooms are filling quickly!
For other accommodation options, check out our Queenstown Accommodation Options Guide here.
If you're concerned about Government restrictions, we understand. Check out Millennium Hotel's Covid 19 Policy here, and our Refunds Policy here. We’ve got you covered.
This will be the first major conference for the accounting industry in New Zealand in nearly two years!
