Overview
The Gap – Advisory, made easy.
Your secret weapon for delivering confident business advisory.
Since 2014, The Gap has been helping accounting firms across the globe with the tech, education and community, to scale profitable business advisory services and enable growth and success for their clients. Gap App provides a complete toolkit to launch, scale and monetise advisory services without reinventing the wheel.
How?
The Value Gap Calculator helps you kickstart advisory conversations.
Simply plug in your client’s financials and show them the levers they can pull to boost cash, profit and overall business growth. It not only surfaces opportunities but offers a range of tactics and how to leverage them.
Meeting tools level up your meetings and boost client value.
Designed to help you deliver high-impact advisory sessions, ranging from the basics through to advanced services like coaching and business planning.
- Pre-work questionnaire templates equip you with key client insights before you even step into a meeting
- Guided meeting delivery tools keep discussions focused and productive - even for those new to advisory
- AI-powered note-taking captures key points during online meetings, are stored within a secure environment, freeing you to focus on the client
- Clear meeting outputs such as minutes, actions and plans, pave the way for advisory services clients are willing to pay for
- Feedback questionnaire templates continuously improve your service and generate powerful marketing testimonials
Proposal templates convert advisory conversations into paid engagements.
Create professional, compelling proposals in minutes that showcase clear value and drive higher acceptance rates.
Why firms choose The Gap:
- Content-rich templates and structured workflows
- Automation and efficient systems allow you to reclaim your time
- Proven frameworks guide you through client conversations and increase your confidence
- Opportunities to increase revenue by making advisory services scalable across your team
Book a demo or start your FREE 30-day trial today!
The Gap + Xero
The Gap connects seamlessly with Xero Practice Manager to sync your clients and client contacts with The Gap, eliminating the need to manage clients across multiple systems. This integration allows you to efficiently prepare work items, proposals, and value gap scenarios for your clients.
Getting started
It’s easy! Pushing the sync button in The Gap redirects you to your Xero Practice Manager (XPM) login screen. After entering your XPM credentials, you’ll be asked to authorise The Gap before being redirected back to the app. Following this, The Gap syncs automatically with XPM twice daily.
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