All In Advisory

How All In Advisory Created a One-Stop Shop for Client Engagement

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Introduction

All In Advisory is a multi-award winning Adelaide accounting firm that prides itself on being "so much more than (just) accounting." When Director Aly Garrett recognised that her team needed a systematic approach to client engagement—from initial check-ins to meeting preparation to follow-up—she turned to Brieff to create what she calls "the one-stop shop for advisory."

The result? A comprehensive system that not only improved client relationships but enabled her team to deliver more value while working more efficiently, with clients being more open and honest in their digital check-ins than they ever were face-to-face.

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The Story of All In Advisory

All In Advisory is a multi-award winning team of incredible humans who just happen to be accountants based in Adelaide. Their mission is clear: "to help you and your business fly, and flourish, and so you can get back to doing what you do best - running your business."

The firm specialises in working with hospitality, construction, and medical practices—industries where tight margins and high-stress environments mean professional support is crucial. Their approach goes beyond traditional accounting to include business coaching and advisory services, helping clients navigate everything from payroll complexities to strategic planning.

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The Challenge of Delivering Consistent Client Value

Aly faced a challenge that many successful advisory practices encounter: how to systematically deliver high-value client engagement while managing multiple team members and ensuring nothing falls through the cracks.

"Previously, when I didn't have the time, everything would be half done with information scattered everywhere," Aly explains. "Some stuff would be emailed, some put in different systems, and I'd constantly be thinking 'oh yeah, I forgot they said that' or 'where did I put that note?'"

The scattered approach meant that client information was fragmented, team members weren't always fully prepared for meetings, and valuable insights were getting lost in the shuffle. For a firm that prided itself on being "all in" for their clients, this inconsistency was undermining their ability to deliver the premium service their clients deserved.

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Why All In Advisory Chose Brieff

When evaluating solutions, Aly was looking for something that didn't exist in the market—a comprehensive platform that could handle the entire client engagement cycle.

"I don't know anything else like it in the market, which is why I was so excited when I found it," Aly explains. "It covers everything from beginning to end—the whole advisory cycle with its repetitive nature—and it really elevates the client communication in both directions."

What attracted All In Advisory wasn't just another software tool, but a complete system that could integrate with their existing processes while adding the structure and professionalism their advisory services demanded. The fact that it could handle everything from pre-meeting preparation to post-meeting follow-up in one platform was exactly what they needed.

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How Brieff Helped All In Advisory Streamline Their Client Engagement

Understanding that All In Advisory's success depended on creating a seamless client experience while empowering their team, Aly and her team leveraged Brieff's platform across several key areas:

Comprehensive Client Preparation: The platform enables complete pre-meeting preparation with all client information centralised. "For me, it's around every client being able to set up their goals, setting up their check-ins, making sure that they're actually doing their check-ins because there's so much value in that, then the team can upload all of the data."

AI-Powered Meeting Intelligence: Brieff's AI prep feature transforms how the team prepares for meetings. "The AI prep note is fantastic. That's incredibly helpful, especially when people are doing their check-ins and uploading all the data—then we get these amazing insights we wouldn't have had otherwise."

Enhanced Team Collaboration: The system ensures all team members are fully prepared for client meetings. "The check-in helps them to be more prepared, so I'm confident when they go into the meeting rather than worrying they'll be caught off guard by what the client wants to discuss."

Deeper Client Insights: Perhaps most surprisingly, the check-in system revealed that some clients are more open digitally than in person. "For some reason, sometimes clients are more open and honest in the check-in than they are in a face-to-face, interestingly enough."

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The Impact: A True One-Stop Shop for Advisory Services

The transformation at All In Advisory demonstrates how the right system can revolutionise client engagement:

Complete Process Integration: "It's allowed all of the team to be across the advisory and made us way more efficient in delivering the advisory advice and making it more consistent, so the client receives greater value and we're on top of it more."

Enhanced Client Relationships: The check-in system has created deeper client connections. "I'm getting a lot more honest feedback about how people are going about their business in a check-in... it gets them in the right headspace for the meeting, and I think that it's allowing them to dump thoughts."

Improved Team Dynamics: The platform has unexpectedly strengthened internal relationships. "People love to give feedback about my team in those check-ins. And usually it's positive. I can then feedback that to my team and so it kind of helps morale there as well."

Better Client Understanding: The historical data provides valuable insights into client patterns. "Having that history and those check-ins, I can see some people are going through rough patches and it kind of tracks their journey, but it helps my team understand them too."

Increased Efficiency: The systematic approach has eliminated the scattered information problem. "It's enabled us to systematise the process and deliver more value to the client, and that wasn't something that was available before."

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Conclusion

All In Advisory has successfully created their vision of a comprehensive advisory practice where every client interaction is informed, consistent, and valuable. The systematic approach has not only improved efficiency but has revealed new insights about client behaviour and strengthened both client and team relationships.