Together we will:

• articulate what your tax planning service will look like
• determine your tax planning fee
• consider ways to introduce and market your new or improved tax planning service to your clients
• tweak my marketing scripts and client questionnaire to your language and on brand for your practice
• go through step by step, the exact tax planning process that I successfully used in my practice for over 10 years 

During our live fortnightly group calls starting on Friday 5 March at 2pm ADST, you can pick my brain on any part of the tax planning process, run any objections you may be getting from clients past me and others on the call and be inspired and encouraged by myself and the other accounting practice owners doing the course.

You will achieve:

• a  new value added service to offer to clients
• meet a demand that many of your clients have been waiting for
• a lucrative new source of revenue
• an increase in work satisfaction with this interesting and enjoyable work
• confidence in the entire tax planning process
• a more satisfied client base likely to refer more clients to you
• efficiencies at year end when doing annual compliance work
• up to 10 hours of CPD

If you want a solution to remove those compliance handcuffs that trap you and control you, offering a formal tax planning service definitely ticks that box, increasing practice profitability, giving you greater work satisfaction and  developing stronger client relationships.

The Course  Modules

For each module there's a video explaining the concept and the role it plays in the tax planning process and all the resources so all you need to do is tweak and add your practice's flavour.

The modules are:

• Articulating and pricing your tax planning service
• Explaining your tax planning process and Marketing it to your client base
• The tax planning process and the preliminary work required
• Preparing the tax plan and considering the tax planning strategies appropriate
• Presenting the tax plan to your clients and selecting which of the suggested tax planning strategies will be implemented prior to 30 June 2021
• Finalising the tax plan and action plan, issuing the tax planning report, trust distribution minutes where applicable and invoice
• estimated 10 hours CPD

The Resources

All the resources you will need to offer an efficient, valuable and profitable tax planning service to your SME clients. 

• Templates
• Marketing material
• Scripts for newsletters, emails, social media introducing your tax planning service
• Tax planning client questionnaire
• Tax planning procedure
• Tax planning excel workbook and report
• Strategy list
• Tax planning meeting agenda
• Tax planning advice letter
• Trust distribution minutes

There will be fortnightly group calls to ask questions and obtain guidance, direction and reassurance.

There is also a private Facebook Group "Tax Planning Cheer Squad - 2021" for sharing your wins, challenges and questions with a supportive group of like minded accounting practice owners.