News

Even in firms that already offer tax planning, I see the same mistake over and over again. They only offer it to a few clients they think are the “ideal” candidates.

The result?

• Clients miss out on strategies that could save them thousands.
• The practice misses out on revenue it should be earning.

It’s like Woolworths deciding to only promote Indian food to Indian customers, or only sell German beer to Germans. Ridiculous, right? Yet, when accountants selectively offer tax planning, they’re making the same mistake.

The fix is simple: offer tax planning to 100% of your clients. When you do that, the number of services sold will inevitably rise  and so will your clients’ results and your revenue. If you’re only offering tax planning to a few clients, you’re leaving money on the table and underserving the very people you’re meant to help.

TaxFitness gives you the systems, tools, and training to make tax planning part of every client conversation — no guesswork, no missed opportunities. How many of your clients are you not offering tax planning to right now?