Roydon Snelgar

The IP that separates ordinary accountants from high-value advisors

3 July 2025
tax accountant on computer

Step 6 of the TaxFitness Process: The Tax Strategy Database,  it’s where real advisory value begins. If you’re serious about delivering credible, compliant, and profitable tax planning, you need more than a few tips and templates. You need a proven, structured, and accountant-ready system. Here’s what powers the TaxFitness platform: 200+ tax strategies with step-by-step implementation 18 ATO obligations built…

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New book launch – The Tax Planning Advisory System | Get your free copy!

2 July 2025
The tax planning advisory system

Founder of TaxFitness, Darren Gleeson’s new book ‘The Tax Planning Advisory System’ is out now! A practical 10-step framework for accountants looking to deliver high-value, strategic tax planning advice and scale a profitable advisory service. Used by 500+ accountants $2,000+ advisory engagements delivered in minutes Fully branded client-ready reports To celebrate the launch, anyone who…

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Stop chasing, start converting

1 July 2025
chasing

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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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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Powering the future over lunch with our tech gurus at IntuitiveIT

16 June 2025
Lunch IntuitiveIT

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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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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"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"

- Bono: U2