There are roughly 5 levels of tax reviews a business might need, dependent upon where the business is up to in its business lifecycle. This is an example of my own level 2 tax review. I will be sharing my own personal experience of the other levels over coming weeks…. For a number of years […]
2020, a bit of a strange year. Many businesses have had to really think about what the future of their business looks like. Will we be working remotely? Will roles have to change? Do we need to make changes to our services? These are questions a lot of business owners have had to consider to secure their […]
We’re all stuck at home for the foreseeable. We’re all affected, and your client’s businesses are hurt. Our attention is focused on what we can do to help clients. It’s a testing time for all of us, but we still have the tools to make a client smile. With Diagnostax… unlimited usage… and Zoom… it’s […]
Here’s a super-bite-sized account of Xero award winner Paul Miller’s summer countdown. (You have unlimited usage ‘til 31st July 2019) Paul is a legend in our eyes. When we announced unlimited usage, we saw a huge spike in his activity. I quick-fired a few questions him, to find out more. His responses came back an […]
If you are a fully digital accountancy business, then sure, it’s easy to pick up lower bracket clients, right? They buy into “digital” straight away; they are easily referred to you from other similar clients; hell, even Quickbooks and Xero throw them at you! But, if you wanna start playing “big” and really want to […]
As time goes by, it’s valuable to look back on some decisions and just think “that was totally unnecessary”. It’s a cringy exercise, but essential for well-rounded progress. On that note, we have decided to remove some of the ‘Add New Client’ questions. Why? Well, first of all… they’re totally unnecessary. And secondly… no. That’s […]
We had a three-month incentive, giving you all unlimited usage between Nov – Jan. Loads of you stepped up and got plenty of extra diagnostics in. Bravo! 😎 But a small group went above and beyond the majority. A few of you got to 20+ and 30+. One of those legends was Diana Stalioraitiene. If […]
There’s a LOT to do before you start pack your suitcases and sip cocktails in the sun. The countdown for Summer is the time for ‘doing’. Between Easter and Summer, accountants will be attending events and hammering their projects – it’s open season and we want Diagnostax to be an attribute to this period. To […]
You deliver lots of services. How many of them include your client? Taking part creates an opportunity to get a client involved in their finances, goals and their future. A tax diagnostic review is that kind of service. Here’s the process, step-by-step… Book in a prospective meeting Use the ‘Build Your Own Diagnostic’ tick […]
I’ve got a feel good, short but sweet story for you. It’s all about how Mark Telford – one of our customers – made enough money to pay for his Diagnostax subscription in month one, and even with a little extra to spare. How? All he did was book 3 meetings. He’d made that money, […]
