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  for Accountants

The Tools

You'll have access to some unique tools to help you leverage your results.

	Client Audit Report Your Client Audit Report is a comprehensive and personalised report that will provide an in-depth analysis of your results, in the aggregate and also on a client-by-client basis. Each report is developed to provide insight into the results and highlight the implications and possible actions in your business, however there are some differences in the report provided, depending on which programme you use.
	Meeting Planner Your Meeting Planner is a unique tool that allows you to print personalised meeting agendas for all clients to ensure that you focus on the key issues and capitalise on any untapped potential when you are face-to-face with your clients.
	The Coaching Centre The Coaching Center is a comprehensive site that gives you access to plans, courses, templates and tools to help you leverage the results of your programme. Each course is targeted to a specific objective, such as using client feedback to increase client referrals.
	TCF Client Report A TCF Client Report will be provided, in .pdf format and is, therefore authenticated by Advisor Impact as a full and true representation of the results. You can make this summary report, in its entirety, available to clients or post to your website. It will summarise the key findings and eliminate any of the commentary on the business. By making this information publicly available you can demonstrate that you put clients first.
	TCF Management Information Report A TCF Management Information Report will be provided, in .pdf format and can be used as part of your Management Information. This report summarises key data and removes any individual comments or client names and includes room to add notes that reflect any corrective action that was required or taken.