Tax planning without a system? That’s a recipe for chaos

Most accounting practices have nailed the system for tax returns, BASs, and financials. But when it comes to tax planning, too many are still winging it – and it’s costing them.

Without proper systemisation, tax planning becomes:

• Ad hoc and inconsistent
• Offered to only a select few clients
• Priced too low – or worse, not at all
• Time-consuming and unprofitable
• Lacking perceived value, hurting client satisfaction

The fix is simple. Systemise your tax planning like you’ve systemised compliance work. Doing this transforms tax planning into a repeatable, scalable, and high-value service that drives client results and practice profits.

• Build confidence
• Increase fees
• Deliver consistently
• Highlight your expertise
• Delight more clients

As Ray Kroc, founder of McDonald’s, said: “Just follow the system.” Success isn’t about reinventing the wheel. It’s about implementing proven systems that work.