Advisors Appointment

Book a face-to-face appointment and boost your advisory with business benchmarking

Did you know?

The primary reason for terminating an accounting firm relationship is the firm’s lack of understanding of the client, their business, and their industry.

In 30 minutes, you’ll reap the rewards

Transform your practice

to bridge the gap between compliance and advisory services

Get under the skin

of your client’s business and industry in seconds

Demonstrate your value

with minimal input

Be proactive

stop clients shopping elsewhere and put an end to the subject of fees

Find that point of difference

and stand out from your competition

Understand the value

of benchmarking to you and your clients

For other appointments please contact
Deidre Graham on or call 027 229 0067

Give us 30 mins of your valuable time and in return, we’ll give you…

Free trial

We’ll get you set up on your 30-day free trial

Free reports

We’ll show you how to generate a client benchmark report – your first 5 reports are free

Conversation Starter

We’ll take you through the engaging conversations you can now have with clients

What Advisors are saying

  • Wayne Findlay from Findlay and Co. Chartered Accountants
    Wayne Findlay - Findlay & Co Chartered Accountants

    Wayne explains how he’s adding value for clients and growing his advisory.

    “It’s really easy to set up for our clients, it links to Xero and our clients love it.”