Free expert agendas

Meeting agenda templates for accounting firms

Free agenda templates from the leading minds in the accounting industry.

55 mins

MTD for Income Tax Self Assessment (ITSA)

A practical meeting structure for helping clients with new ITSA requirements.

Kat Bond

Head of Partner Consulting & Success, Xero (UK)

Use this template

40 mins

Weekly team meeting agenda

Simple framework for building connectedness and accountability through weekly team meetings.

Paul Shrimpling

Founder & MD, Remarkable Practice

Use this template

45 mins

Client onboarding, with AML focus

A robust onboarding agenda that incorporates the internal considerations required when it comes to AML (anti money laundering).

Jacques Malan

Managing Director, XAMA Technologies

Use this template

38 mins

90 day client onboarding

Set the first 90 days of your client relationship on the right track with this meeting template for accountants.

Mary McGlinchey

Customer Success Specialist, Ignition

Use this template

47 mins

New accounting client kick-off meeting

A client-facing agenda for a kick off meeting with a new client. Typically run by a Partner, Onboarding Specialist, or Client Manager.

Rowan Van Tromp

Process Expert, Karbon

Use this template

45 mins

Capitalise capital review

A health check for an advisor working with clients on their capital management or funding needs.

Ollie Maitland

Co-Founder & Chief Product Officer, Capitalise

Use this template

70 mins

Meeting a potential client

For accountants who want to better understand the business needs of prospective clients.

Jonathan Stobart

Head of Marketing & Strategic Partnerships, AccountancyManager

Use this template

60 mins

Quarterly business advisory meeting

A framework that ensures progression and accountability, augmented by management reporting, KPI analysis and forecasting.

Darren Glanville

Country Manager UK & EMEA, Fathom

Use this template

35 mins

Solving accounts payable inefficiencies with approval automation

For anyone who wants to use approval software with their prospective customers.

Alex Keselman

Product Expert & Solution Engineer, ApprovalMax

Use this template

40 mins

How to reduce late payments

For accountants and bookkeepers looking to help clients reduce late payments and improve cash flow.

Sonia Dorais

CEO, Chaser

Use this template

45 mins

Virtual client meeting

A simple agenda template for accountants who want to start running smarter and more actionable client meetings.

Andrew Jordon

Founder & CEO, Connect4

Use this template

45 mins

Building a connected purchasing strategy

For accountants who are interested in offering smarter purchasing options to their clients.

Joe Gallard

Co-Founder & CEO, Reducer

Use this template

60 mins

Cashflow management, forecasting and scenario planning

For anyone who wants to help put cashflow on the agenda.

Colin Hewitt

CEO, Float

Use this template

45 mins

Credit control as a service

For accountants who want to begin offering a credit control service for their business clients who trade on credit.

Glen Morgan FCICM

CEO, itsettled

Use this template