Free expert agendas

Advisory meeting agenda templates

Free agenda templates for advisory meetings.

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

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

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