Helping Accountants, Bookkeepers and CPAs Have Profitable Conversations
Meeting software with template agendas and soft skills training built-in
MEETING SOFTWARE
TEMPLATE AGENDAS
SKILL TRAINING
Don't let traditional meetings hold you back
Meetings without clear agendas, accountability and metrics are going to cost you…
- Work too many hours
- Be frustrated with scope creep
- See advice away for free
- Your team lack confidence
- Worry about what’s said in clients meetings
- Feel team meetings are a waste of time
- Your business will stagnate
- Won’t achieve your goals
It doesn’t need to be like this. Sign up to Agendali and transform your meetings, your business and your life.
Stop having traditional meetings. Start having profitable conversations.
How Agendali transforms traditional meetings into Profitable Conversations
Meeting Software
Agendali is a digital tool which helps you systemise a key business activity. The software is built for accountants, bookkeepers and CPAs and allows client access.
Template Agendas
Build your own meeting template agendas or use ones we have included in the global agendas library. Include notes to help meeting hosts and participants get the most from conversations.
Meeting Skills Training
Learn best meeting practices; what to do before, during and after a meeting as well as the verbal and non-verbal skills to make every conversation profitable.
Use with your Preferred Video Conferencing Tools
Agendali works alongside your favourite video conferencing tools making it easier to have more profitable conversations even when working remotely.
Use Alongside Your Favourite Apps
The accounting profession is changing...
We understand the accounting profession is changing, fast. New technologies are changing the way accountants work and compete.
One of the biggest problems facing accounting, bookkeeping and CPAs is becoming more advisory focussed.
That’s why we developed Agendali to help accountants have more profitable conversations with their team and clients.
Agendali has everything you need in one place
Save Time
Improve Collaboration
Boost Productivity
Build Culture
More Professional
Secure Platform
Email Agendas
Less Paper
FREE DOWNLOAD
Thrive
The simple way accountants, CPAs and bookkeepers can grow their business faster, make more profit, and enjoy more freedom
The Profitable Conversations Plan
Step 1
Sign Up
Register for Agendali and add your users
Step 2
Choose an Agenda
Select a template agenda, or create your own
Step 3
Profitable Conversations
Follow the agenda and have a profitable conversation
