Advisory Momentum: Mindset, Marketing & AI for Accountants and Bookkeepers (AU/NZ Edition)

In this fast-paced 45-minute session, discover how to confidently market, sell, and deliver advisory services that resonate with small and medium-sized business owners.  Hosted by BOMA and The Gap, this webinar will help you adopt the right mindset, embrace time-saving tools, and leverage AI without losing your brand identity.  

Learn how to maintain a consistent marketing message that builds trust and drives engagement – without blowing yourself apart.  Whether you’re just starting with advisory or scaling up, this session will give you practical insights to move forward with clarity and confidence.

 Points of Value:

  1.   Mindset Shift – Learn how to position advisory as a core part of your firm’s value. 
  2.   AI Without Losing Your Voice – Use AI tools to save time while keeping your brand identity intact. 
  3.   Marketing Made Easy – Discover how BOMA helps you stay visible with consistent, client-relevant messaging. 
  4.   Advisory Delivery Tactics – Explore how The Gap’s tools streamline delivery and deepen client impact. 
  5.   Client-Focused Growth – Apply what you learn to help your clients grow, adapt, and thrive. 

Join BOMA and The Gap to learn winning strategies, discover time-saving tools, and see how AI can boost your firm without losing your brand voice.