Advisory call checklist
Run confident advisory meetings. Deliver more value. Retain more clients.
Why this matters
Your advisory or “financial MOT” calls are where clients really see the value of working with you.
But without a clear structure, it’s easy to:
Feel unprepared or unsure where to focus
Miss opportunities to discuss tax efficiency or business planning
Forget key follow-up actions that build trust and accountability
Leave the client unsure what happens next
This checklist fixes that.
It gives you a professional, repeatable framework to run structured, confident advisory meetings that feel effortless — for you and your clients.
What’s inside
A practical, ready-to-use template designed for accountants and bookkeepers:
Pre-meeting preparation checklist
Everything to review before the call — from client background and software access to payables, receivables, and cashflow.
Structured meeting agenda
Guided prompts to lead the conversation with confidence, covering deadlines, services, bookkeeping accuracy, reporting, and business planning.
Financial discussion prompts
Cover tax planning, director’s remuneration, VAT, pensions, expenses, and other high-value topics that show your advisory expertise.
Post-meeting follow-up plan
Step-by-step checklist to ensure every client receives consistent follow-up, invoicing, and CRM updates.
Delivered as a fully editable Word document, ready to print, adapt, or share across your team.
Why you need this checklist
Professional structure
Show clients you’re organized, proactive, and genuinely invested in their business.
More impact
Turn everyday check-ins into strategic advisory meetings that build trust and retention.
Confidence for your team
Help staff deliver high-value conversations using a consistent process.
Efficiency and consistency
Save time, reduce prep stress, and ensure every client receives the same high standard.
Revenue growth
Spot opportunities for advisory work, tax planning, and added-value services with ease.
A closer look
Take a sneak peek at what’s inside — a proven framework to run confident, high-value advisory calls.
Take the next step: build your full client process
This checklist helps you deliver incredible ongoing advisory calls. But what about the stage before that — when a new client says “yes”?
That’s where the Client Onboarding Playbook comes in.
It gives you a complete, step-by-step system to welcome new clients with confidence — from engagement letters and software setup to handovers and communication templates.
Together, the two tools create a seamless client journey from start to finish:
Discovery call → Onboarding → Advisory meeting → Long-term relationship
About the author
Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2024. She is a TEDx speaker, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year 2023 & breakout star of the year 2023, Rachel adds value to her audience of 250,000 by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages..