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…
Read More »
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…
Read More »
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…
Read More »
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…
Read More »
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 »
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 »
If you’re an accountant still “guessing” your tax planning fees, you’re leaving serious revenue on the table. Tax planning isn’t a side hustle, it’s a premium advisory service that should systematically generate $30,000+ in Year 1, growing to 50% of your total practice revenue over time. The TaxFitness system gives you the exact fee model…
Read More »
Tax planning in Australia has come a long way. Timeline of tools 1985–2011: Microsoft Excel dominates – flexible but labour-intensive. 2012–2014: QuickBooks, MYOB, Xero Tax + XPM enter the scene – useful for compliance, not planning. 2013–2015: Tax Strategist, Change GPS, Business Fitness – better tools emerge 2017–Now: TaxFitness changes the game. Tax planning is…
Read More »
Most accountants are still reacting to tax. The best firms? They plan it. The ATO says “Tax planning… is the arrangement of financial affairs to keep taxes to a minimum.” But that’s just the starting point. At TaxFitness, we define tax planning as: The proactive and strategic structuring of a client’s financial affairs to legally…
Read More »
Yet real tax savings and business advisory breakthroughs come when you see everything, the full group structure, cash flow, financial history, and the client’s goals. TaxFitness brings it all together so you can deliver high-impact advice quickly, clearly, and confidently. Here’s how it works: One-time setup – Quickly import individuals and entities from XPM, and…
Read More »Similar posts you may like
- Double your fees without more clients
Most accountants undervalue their expertise by focusing only on compliance. but what if you could double your fees, or even more – without chasing Read more
- Change to a 4-day Work Week
A 4-day workweek, where employees work the same number of hours but are condensed into four days instead of five, has gained popularity and Read more
- Protecting Worker Entitlement Bill 2023
The Government is changing the Fair Work Act 2009 to protect workers’ entitlements. The key Protecting Workers Entitlements Bill amendments are: Increasing protections for Read more
- Struggling to get clients to buy tax planning? You’re not alone
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 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