Stop chasing, start converting

Too many accounting firms pour time and money into chasing new leads — but the real profit lies in your existing clients.

Here’s what the data says

• The probability of selling to an existing client is 60–70%, compared to only 5–20% for a new prospect
• Existing clients are 50% more likely to try new services and spend 31% more
• It costs 5x more to attract a new client than to retain an existing one
• A 5% boost in client retention can increase profits by 25–95%

Yet many firms still focus outward, instead of going deeper with the people who already know, like, and trust them.

That’s where TaxFitness comes in

Accountants using the TaxFitness AI business advisory platform are generating consistent results by:

• Quantifying the client’s financial goals
• Presenting clear, tailored strategies
• Demonstrating a 3:1 or greater ROI — turning simple conversations into high-value advisory work

When you show clients exactly how they can increase profit, reduce tax, or improve cash flow, the conversion rate exceeds 90%.

And the best part? It’s all done with your current clients — no cold calls, no ad spend, no chasing.

Start where the opportunity is greatest

With TaxFitness, you can turn your existing client base into an engine of advisory revenue – and deliver real value, fast.