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…
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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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The firms seeing real growth in advisory aren’t just better at selling — they believe more deeply in the value they offer. If you want clients to say “yes” to higher-value services, start here: Believe in the value you offer – You’re not just preparing returns. You’re helping clients reduce tax, grow profits, and build…
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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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Here’s the 8-part visibility & conversion system we use at TaxFitness to turn tax planning into a consistent, scalable revenue stream: Monthly email campaigns: “How a $3,600 strategy saved $22,000 in tax” “The 4 biggest tax planning mistakes in 2025” One tip, story or insight per month. Social media drip content (2x per week): Tax-saving tips…
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It was a pleasure to connect with our expert software partners, IntuitiveIT, over a productive lunch in Melbourne on Thursday. Our close collaboration is central to enhancing the TaxFitness platform, ensuring we continue to deliver the most innovative and efficient tax planning solutions for our accounting members. We’re dedicated to empowering accountants with the best…
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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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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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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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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…
Read More »"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"
- Bono: U2