Commission
Client advisory planning board
A client-facing planning board for advisory conversations: tax calendar, drawings, and the year-ahead cash picture without turning the meeting into a software demo.
Who it is for
Advisory teams who take owner-managed businesses through a planning meeting once or twice a year and currently share a screenful of the accounts production file.
What you leave with
A board the client can keep after the meeting: tax dates, likely cash strain, and the two or three decisions that belong to them rather than to the accountant.
Scope
Template board for a typical owner-managed client, then two live boards drawn from anonymised or consented client figures as a proving pair.
Included
- Practice template with your naming and colours restrained to the letterhead
- Two live client boards as a proving pair
- A short facilitator note for the adviser who runs the meeting
Not included
- Tax computation
- Personal financial advice
Who draws it
Panel Anchorbase studio, with the adviser remaining the client’s named contact.
How the work proceeds
- Template. We draw a blank board the team can reuse.
- Proving pair. Two real (or consented) clients, drawn in full.
- Facilitation note. What to say on each panel, and what not to promise.
Time
Four weeks.
Where the work happens
PDF boards and a print-ready template. Meetings remain yours.
What to prepare
Two client packs you are allowed to share, plus your current planning meeting agenda.
Limits we will not blur
Boards are not a substitute for the engagement letter or for regulated advice.
Price basis
From £3,600 plus VAT for the template and proving pair. Further client boards quoted per name.
Next step
Describe the typical client in the briefing field on the contact page.