Free expert agendas
Meeting agenda templates for accounting firms
Free agenda templates from the leading minds in the accounting industry.
MTD for Income Tax Self Assessment (ITSA)
A practical meeting structure for helping clients with new ITSA requirements.
Weekly team meeting agenda
Simple framework for building connectedness and accountability through weekly team meetings.
Client onboarding, with AML focus
A robust onboarding agenda that incorporates the internal considerations required when it comes to AML (anti money laundering).
90 day client onboarding
Set the first 90 days of your client relationship on the right track with this meeting template for accountants.
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.
Capitalise capital review
A health check for an advisor working with clients on their capital management or funding needs.
Meeting a potential client
For accountants who want to better understand the business needs of prospective clients.
Quarterly business advisory meeting
A framework that ensures progression and accountability, augmented by management reporting, KPI analysis and forecasting.
Solving accounts payable inefficiencies with approval automation
For anyone who wants to use approval software with their prospective customers.
How to reduce late payments
For accountants and bookkeepers looking to help clients reduce late payments and improve cash flow.
Virtual client meeting
A simple agenda template for accountants who want to start running smarter and more actionable client meetings.
Building a connected purchasing strategy
For accountants who are interested in offering smarter purchasing options to their clients.
Cashflow management, forecasting and scenario planning
For anyone who wants to help put cashflow on the agenda.