Insights Advisory icon

Insights Advisory


Download your free Advisory template to personalize and use in your bookkeeping or accounting firm to offer advisory services.

A preview of the 'Insights Advisory' templateInsights AdvisoryReady to Start2 AutomatorsEnsure the client meeting is scheduledCompletedSetup (Planning)4 AutomatorsEnsure client data and mapping is clean and all issues are resolvedCompletedRun Dext Precision report and resolve any issues — that data mapping is correct between systems and Xero — https://login.xero.comCompletedReview advanced settings (and do any require updating)CompletedPrep (Doing)

The Insights Advisory template used by Tennick Accountants was created to support their highest level advisory service package to provide full-service advisory for their clients.

As clients' bookkeeping is managed and up-to-date, Tennick Accountants monitors flags to find cash flow gaps that signal that advisory services are needed.

Once identified and clients are interested in advisory, this template is used to service those clients that desire the highest level of servicing. Two other packages exist and are simpler versions of this comprehensive advisory template.

Learn more on how this template is used for cash flow advisory.

Award-winning Tennick Accountants are a leading accountancy services provider supporting UK businesses (and their people) to make a difference in their sectors and communities whilst creating legacies to be proud of.

Established by Graeme Tennick, the team works with ambitious, open-minded businesses (across the UK) who value expert financial insight and advice to help make confident decisions, maximise cashflow and stay compliant.

The team ensures that they stay in touch with all their clients throughout the year, deliver a tailored service, and ensure that tax is minimized and growth maximized.

Download the Template

Download your Insights Advisory template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling