Webinar - A practical guide to business advisory meetings

Learn how to conduct great business advisory meetings – the start of the journey to happier clients and a more profitable firm.

You’ve heard enough about “why” you should offer business advisory services to clients. In this practical webinar, we’ll be focusing on the “how”.

Our guest is Danelle Whaanga of Spotlight Reporting. Before joining Spotlight, Danelle was a practising accountant for 8 years so has held numerous advisory meetings with business clients.

During the webinar, we’ll run through the framework of an ideal great advisory meeting, using real examples from a client Danelle has worked with.

Webinar Recording

Download the slides here.

What you’ll Learn

  • What to do before the meetings
  • Questions to ask
  • Helpful software and tools
  • What happens after the meeting


About your Hosts

Danelle Whaanga

As well as being an account manager for Spotlight Reporting, Danelle is a qualified ACA with 8 years practice experience. She’s deeply passionate about practice transformation and providing tools to improve the lives of business owners and those around them.


Matt Wilkinson

Matt Wilkinson

Matt Wilkinson is a founder and CEO of Bizink. Bizink helps accountants grow their practices through their websites and online marketing.

Matt has worked with accountants since 2010. He has over 15 years experience of digital marketing for his own businesses and other companies as a consultant.