Used by 500+ accountants with TaxFitness. Tax planning isn’t just technical, it’s strategic. At TaxFitness, we teach accountants how to deliver advice that’s practical, persuasive, and aligned with what clients want: results. Here’s the framework our most successful advisers follow: Know the client inside-out – financials, structure, goals. Start with a commercial purpose – genuine business or…
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At TaxFitness, we help accountants move beyond compliance into structured, high-value tax advisory. Here’s how top advisors use our system to deliver powerful results: Understand the client – income, assets, structures, goals. Identify strategy categories – income, entity, investment, timing, super. Shortlist strategies – fit for client, compliant, and beneficial. Evaluate impact – tax savings,…
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At TaxFitness, every strategy in our tax planning software is rated across five core attributes: Type of taxpayer it applies to Implementation process & cost Size of deduction (average) One-off vs ongoing deductions Capital investment component This framework helps accountants prioritise the most effective tax strategies, based not just on deductions, but efficiency, impact, and ease…
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Most accountants are open to new tools, but let’s be honest, you don’t have time to sit through five demos, chase follow-ups, and decode sales speak. So here’s the shortcut. Clarity speed dating Thursday, 10 July at 11:00 AM AEST 5 Presentations × 6 minutes each No slides. No fluff. Just five sharp sessions with…
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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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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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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.…
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