Why tax planning fails and how to fix it in 10 minutes

Most accountants struggle to sell tax planning and business advisory services — not because clients don’t want them, but because the practice doesn’t understand the client.

Here’s the truth:

• If you don’t know your client’s current financial position…
• If you don’t know what they actually want to achieve…
• Then of course you’ll struggle to sell them anything meaningful.
• The solution? Ask better questions.
• Start with the interview checklist — a simple but powerful tool that takes just 10 minutes to complete in the first year (and only 5 minutes after that).
• Uncover their goals
• Understand their financial situation
• Identify value-adding strategies
• Build stronger client relationships
• Convert more advisory opportunities

Use it for:

• All business clients (100%)
• High-income earners
• Property investors
• Asset-rich individuals

Want to offer high-value advisory? Start by understanding what your clients actually need.