Turning year-end compliance into $48,000 of advisory fees

Turning year-end compliance into $48,000 of advisory fees

  • Firm type: Plastering company
  • Client profile: Family group with operating business
  • The problem: Client had $12m annual sales, and minimal profits.

The TaxFitness system used

  • 5‑Minute Top 20% Business Benchmark System
  • Business advisory database
  • The TaxFitness Top 20% Business Benchmarking System

The outcome

  • $48,000 in additional advisory fees from one client
  • Over two years improved the clinets profit from $300,000 to $2m.
  • Clear scope, pricing, and client buy‑in
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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