Client advisory services software for accounting and advisory firms
LeaderKit is strategic planning software for accountants and consultants. Lead your clients' strategy, keep them accountable through the year and advise their board from one live plan.
Strategy as an ongoing advisory service
Lead your client's strategy
Facilitate the planning session, then build the client's plan in LeaderKit: purpose, vision, mission and values, strategic pillars, goals and key actions.
Keep the work going after the workshop
Strategy facilitation often ends when the workshop does. With a live plan, you can stay involved all year and review progress with the client in their regular meetings.
Clear owners and status
Every goal has one owner, a due date and a red, amber or green status. You and your client can see what is on track and what needs a conversation.
Advise the board
Help your client show their board how the plan is tracking, using the same plan the leadership team works from each week.
Ariki, the built-in AI assistant
Ariki analyses the strategy, stress-tests goals and flags risks, so your advice starts from a sharper draft. Customer data is never used to train AI.
Closer to your client's business
Ongoing strategy work gives your firm a regular seat in the client's leadership conversations, not just at year end.
How the plan works
Read how we structure a plan and keep it moving, then see the platform features your clients will use.
Client advisory services FAQs
What are client advisory services?
Client advisory services (often called CAS) are the forward-looking work accounting and consulting firms do beyond compliance. Strategy, planning and board advice are a natural part of that work.
How do accounting and advisory firms use LeaderKit?
Firms use LeaderKit to lead strategy with their clients. You facilitate the plan, set it up in LeaderKit, and then review progress with the client through the year so the strategy actually gets done.
Who is LeaderKit a good fit for?
LeaderKit suits accountants, consultants and advisors working with organisations that have a leadership team and a board. It also works well for organisations of 25 or more people running their own plan.
Can I try it first?
Yes. You can start a 14-day free trial, or email us at hello@leaderkit.com to talk about how it could work with your clients.