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Advisory rule #1: deliver at least 3× ROI before you pitch

26 June 2025
framework

Before we ever propose a tax-planning, business-advisory, or benchmarking engagement, we run every opportunity through this quick, disciplined framework: Understand the client’s current position & priorities Deep-dive interview (see sections 6.1 & 6.2) Capture goals, risks, and “must-haves” Quantify the value we can add Estimate tangible wins — e.g. $20,000 tax saving this year Asset-protection…

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Never prejudge which clients to educate

19 June 2025
meeting with client

Never prejudge which clients to educate. It’s one of the most common mistakes accountants make. Treat every client as a potential advisory client, even if they’re currently just a basic salary return. Why? A client’s circumstances can change. Someone who’s a PAYG earner today might start a business next year. They might invest in property.…

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Struggling to get clients to buy tax planning? You’re not alone

12 June 2025
Loudspeaker head

Even the best tax planning offer will fall flat if clients only hear about it once. In today’s world, clients are hit with over 10,000 messages a day, most of it noise. It’s not that they’re not interested. They’re just not listening yet. Microsoft found the sweet spot: clients need to hear a message 6…

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Get more clients asking for tax planning without having to sell

10 June 2025
selling to clients

Most accounting clients don’t understand the value of compliance work. They see the result (a tax return or BAS), but not the thinking behind it. That’s a missed opportunity. With TaxFitness, you can turn compliance delivery into a powerful tax planning conversation, with no extra effort. Here’s how Use quality control checklists. TaxFitness provides three…

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The #1 reason clients don’t say yes to tax planning?

5 June 2025
Graduating fox

Clients don’t understand what tax planning is or how it saves them money. That’s why Step 4 of the TaxFitness 10-step tax planning Framework is simple: educate your clients. Here’s exactly what you need to teach them: What tax planning includes (and what it doesn’t). Their current tax position—taxable income, tax payable/refundable, and net worth…

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Why free tax planning is worthless and what you should be charging

3 June 2025
tax planning free

Let’s be honest. When you offer free tax planning, you’re telling clients, “this isn’t worth anything,” and they know it. Here’s the truth: Tax planning is not compliance work. It’s a specialist, high-value service that requires skill, expertise, and strategic thinking. It should never be bundled in with a compliance fee, or worse, given away…

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Fees and charging clients – the systematic pricing framework for accountants

29 May 2025
Systematic pricing framework

Let’s face it, most accountants undercharge for tax planning and advisory services. They default to an ad-hoc, hourly rate model that limits growth, undervalues expertise, and fails to reflect the true value they deliver. TaxFitness is here to change that. The new era of pricing: We teach accountants how to implement a systematic pricing model…

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Tired of ad-hoc tax planning fees? Let’s change that

27 May 2025
accountant looking into a black hole

If you’re an accountant still “guessing” your tax planning fees, you’re leaving serious revenue on the table. Tax planning isn’t a side hustle, it’s a premium advisory service that should systematically generate $30,000+ in Year 1, growing to 50% of your total practice revenue over time. The TaxFitness system gives you the exact fee model…

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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