Most clients don’t actually know what their accountant does

They see the tax return. The final numbers. The result. But behind that are hours of analysis, compliance checks, and strategic thinking they never see. So, how do you show your value and open the door to tax planning conversations?

At TaxFitness, we recommend a simple but powerful step:

Integrate three quality control checklists into your compliance process:

• Business Quality Control Checklist
• BAS Quality Control Checklist
• Individual Quality Control Checklist

Provide them to your clients when their compliance is complete – either at the final meeting or when documents are emailed for signing.

Here’s what happens when you do.

• It demonstrates the rigour and care behind every tax return, financial statement, and BAS.
• Most clients underestimate your work, not because they don’t value you, but because they’ve never seen the process.
• It puts smart, targeted tax planning prompts in front of the client, up to 5 times per year for business clients.

These prompts ask:

• Are you thinking about your business structure?
• Do you have a strategy for Super?
• Are you protecting your assets?

Each time, you nudge the client a step closer to engaging in real advisory. It’s not intrusive. It’s just smart repetition—positioning you as the expert who sees beyond compliance.

The result?

• Higher perceived value.
• More advisory opportunities.
• Clients who are proactive, not reactive.