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…
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,…
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…
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…
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…
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…
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…
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…
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…
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.…
"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"
- Bono: U2