The Gap portal provides end-to-end systemised Business Advisory services that
SMB clients love and accounting and bookkeeping firms can monetise.
Not just a cloud based portal with exceptional content; The Gap provides multiple education streams and resources to empower its members to help their clients achieve financial, mind and time freedom.
From Business Planning to KPI Improvement Coaching (there are 17 distinct services and growing!), each service has a clear process flowchart and the content you need to efficiently market, sell and deliver.
If you want to expand your firm’s revenues beyond compliance, build enduring client relationships, attract young guns to your business and leverage your time better, you should join The Gap.
The Gap + Xero
The Gap connects with Xero, capturing client contact information to produce
seamless proposals, minutes, plans and other resources in order to deliver the
various Gap value add services.
By default, the contact flagged as the primary contact is synced from XPM to The Gap Portal. If no primary contact is selected in XPM, the first contact alphabetically will sync.
It’s easy, pushing the sync button in The Gap Portal will redirect you to your Xero Practice Manager login screen. After entering your XPM credentials you’ll be asked to authorise The Gap before being redirected back to The Gap Portal. Following this, The Gap Portal syncs automatically with XPM twice daily.