Introducing the Advisory Meeting Framework
To help accounting firms deliver real value (and price it appropriately), we’ve built an advisory meeting framework — a simple, powerful structure to lead effective, meaningful advisory meetings.
Here’s the breakdown:
1. Connection
Start with rapport. A personal, friendly check-in sets the tone and reminds your client they’re not just a number on your calendar.
2. Values & Priority Investigation
Use open-ended questions to uncover what’s really driving their decisions. What are they working toward? What’s keeping them up at night?
3. Financial Analysis
Yes, this part matters — but it’s not the whole show. Highlight KPIs, trends, and opportunities in a way that connects to their goals.
4. Strategy
Collaborate on forward-looking strategy. Address challenges, present improvements, and connect financial data to real-world business decisions.
5. Action Plan
Summarize the conversation with 2–3 clear, client-owned action steps. It keeps them moving — and makes your next meeting even more effective.