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