We’re always evolving, adapting and improving. It’s one of our core values to ‘Break the Mould’ and ‘Raise the Bar’. Earlier this year you’ll have seen our COVID-19 Tax Toolkits. These are part of some big changes to our subscription, enabling you to do more tax advice for those businesses who need it most.
Getting the most from tax diagnostic software
An area we’ve revamped, that you may not be aware of, is how we onboard new customers. We now do it in 3 steps… 3 steps designed to prevent the vicious software cycle from happening.
Existing customers should not miss out
Our long–standing customers haven’t experienced this new onboarding process. But we feel it’s too good to be missed. It’s all about getting you to…
- Define your levels of tax advice
- Price them
- Set your process of delivery
- Market your services
You’ll also get a blog article written for you, for free!
We’ll help you break tax advice down into levels of service that make sense to a client so that they can identify which ones are right for them. It’s never too late to do this, so why not give this a go?
Step 1: Do a Tax Diagnostic on yourself.
Have you done this? It’s an exercise that gets you to experience the service as a client, and also gets you used to the step by step process of a tax diagnostic review. The aim of the game is for YOU to save on tax, just like it is with your clients.
To do a tax diagnostic on yourself…
- Select the ‘Company’ diagnostic
- Select every section
- Answer the questions truthfully, you’re a business owner. Leave your accountant hat at the door 😉
- After completing the review, prioritise 3+ tax issues and book in a call with me, Joe.
Step 2: We’ll write you a blog.
We’ll be in touch to ask you a bunch of questions about doing a tax diagnostic on your business. Your answers will help us write a blog that…
- Markets the value of your tax review
- Explains how it can help different businesses
- Packages your different levels of tax advice
- Helps your clients understand what advice they could benefit from, now and later
- Estimates potential savings, to help clients understand the value
- Connect the tax advice to your target customers
All of this will be inspired by your words so that everything we develop together includes how you see the services and benefits… all in your tone of voice!
Step 3 Define, price, deliver, and market tax services.
It’s SO important to know exactly how to define, price, deliver, and market your services. Otherwise, how do clients understand them? How else can you talk about and sell them with confidence?
Clients generally don’t know what tax advice (saving) services they need, or that it all depends on where the business is at in its life-cycle. Here lies the problem.
If the client doesn’t understand what they need, or the service they’re paying for, they’ll believe that ‘everything is just covered’.
Well, we’ll help you make sure you don’t have clients like this. We’ll help you define and price your tax advice services, so you can put your packages on your website, and in your pricing software.
DEFINE YOUR SERVICES
We’ll make sure you can clearly show a client what they will receive and why – from salary dividend planning, through to a 360-degree deep dive tax review.
PRICE YOUR SERVICES
One size doesn’t fit all, when proactive advice is on the menu. We’ll help you to price your services in accordance to what a business needs. Price your services based on how much you can help them save.
DELIVER YOUR SERVICES
We want to help you set up services for scale. So of course, we’ll make sure your process of delivery is set in stone.
MARKET YOUR SERVICES
When you’ve got a service that is defined, priced, systemised and tested… you can market with confidence. You’ll already have a blog article written! But that’s just the start…
If you’d like to get started with this, book a call with me (available to all from October). The first thing you need to do, is do a tax diagnostic on yourself!