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…
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TaxFitness is excited to announce a new partnership with Practice Protect, the largest cyber security platform trusted by over 28,000+ accounting professionals. Protect your clients’ data and put your security on autopilot with our all-in-one, managed-for-you platform. Trust us with your cyber security and focus on being your clients’ trusted advisor. Find out more about…
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TaxFitness is excited to announce a new partnership with FBT Solutions. FBT Solutions is dedicated to helping Australian employees maximise salary packaging opportunities and ensuring employers better manage their FBT obligations. They have training options to help employers and their teams, from workshops, webinars and in-house training. Sign up for their FBT return preparation – full…
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TaxFitness is excited to announce a new partnership with Seamless SMSF, an audit business. Accounting and financial planning firms engage with Seamless SMSF for audits. Seamless SMSF makes back office labour support via contractors available to their clients through their purpose-built workflow platform. Learn more about Seamless SMSF here
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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…
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