Accountants and business advisers

Help solve one of your clients' greatest challenges through regular engagement

As a trusted adviser, you'll know the challenges faced by business owners and managers. One of the most difficult being to step back from the day-to-day tasks and spend time thinking about the strategy and direction for each area of their business and their business overall.

Facilitate and review your clients’ business planning and implementation

With Business Sorter, you can help your clients establish clear priorities and the steps needed to accomplish them, support implementation and delegation, and then follow-up with essential reviews of work in progress. All of which will help them run their businesses more effectively and profitably.

Because Business Sorter is in the cloud, it gives you visibility of your clients’ progress. With ongoing opportunities to engage and collaborate, it helps build strong client relationships.

Identify how you and your team can help as part of the process

The planning process quickly identifies all the work the business needs to do to be operating effectively. You’ll be able to see all your client’s objectives and tasks for the duration of the plan, be allocated work at the planning meeting, set review dates to support others, and run monthly or quarterly plan reviews.

To support good business decisions and help manage risk, there are regular reminders within Business Sorter for people to talk to their accountant or adviser on key business issues.

Free training material

We’ve developed training material that clearly outlines each step of the process, from facilitating planning through to providing ongoing support and facilitating regular reviews. Phone or Skype sessions are also available with one of our founders, an experienced planner who’s managed clients in accounting firms and now trains our partners in all aspects of selling and using Business Sorter with clients.

Easily manage large numbers of clients with our partner dashboard

The partner dashboard is specifically designed to give you a complete overview of all your clients, and your team, in one place. You can see who’s working on what, and how often, which allows you to effectively manage your team and provides engagement opportunities for supporting your client.

You will also get your own personalised URL, eg:, to give to your clients, so your brand is top of mind when they are working on their planning.

Find out more

Please contact us directly by clicking the chat icon in the bottom right-hand corner, or register your interest below and we’ll contact you as soon as possible.

Alternatively, call Sally Hennah on +64 (0) 21 625 363.

We look forward to talking to you about this opportunity.

Register your interest