Unlock your clients’ true potential with one simple checklist
Most accountants don’t truly know what their clients want until it’s too late. Tax returns and compliance work tell us what happened. But they don’t tell us what’s important to the client or where they want to go. And if we don’t know what they want, how can we help them get there? That’s where the TaxFitness interview checklist changes everything.
Turn compliance meetings into advisory conversations
Every client has different goals. Some want to pay less tax. Others want to grow their business, build wealth, or simply work less and enjoy life more.
Here are 13 common client “wants” we uncover:
- Minimise tax now and in the future
- Increase profits — by how much?
- Grow sales
- Protect assets from lawsuits, divorce, or creditors
- Increase cash flow
- Reduce stress and workload — lifestyle goals
- Build personal wealth — specific targets
- Security and peace of mind
- Estate planning — looking after loved ones
- Succession or business sale planning
- Shift from working in the business to working on it
- Achieve personal goals — what matters most?
- Finance to purchase property, investments, or refinance
These are the conversations your clients are craving.
Powerful insights in just 10 minutes
In the first year, the checklist takes just 10–15 minutes per client. In future years, a quick 5-minute update is all that’s needed.
You’ll gain a clear picture of:
- Their current financial position
- Their key goals and motivators
- Opportunities for advisory services that drive revenue and client value
Who should use it?
- All business clients (100%)
- High-income individuals
- Property investors
- Asset-rich clients with complex needs
Built into the taxfitness system
The Interview Checklist is fully integrated into the TaxFitness software, making it seamless to collect, store, and act on client goals. This isn’t just data collection, it’s the foundation of tax planning, business advisory, and long-term client retention.
Don’t just do tax. Be the advisor your clients need.
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"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"
- Bono: U2