Used by a range of advisors
Whether you own an accounting practice, you're a business coach, or anything in between, Brieff can help.
ACCOUNTING FIRMS
BUSINESS COACHES
OUTSOURCED FINANCE
ADVISORY WORKFLOWS
Brieff's powerful advisory workflows allow your team to effectively prep, deliver and close out client meetings.
Make use of agenda and Check-in templates to guide the team and drive consistency across your service.
CLIENT CHECK-INS
Take the pressure off your advisors by using Brieff's client Check-ins - tech-driven pre-meeting questionnaires that can be sent and completed with ease.
Check-ins let your team know exactly how to add value for a client, and give them the opportunity to hone their prep ahead of meetings.
CLIENT SENTIMENT
Gain visibility of each advisory relationship by understanding how every advisory client feels about their business and their service.
Leverage centralised data in Brieff to proactively manage your clients and their advisors.
Whether you own an accounting practice, you're a business coach, or anything in between, Brieff can help.
ACCOUNTING FIRMS
BUSINESS COACHES
OUTSOURCED FINANCE