Business advisory

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Business advisory software for accountants

  • Assists businesses to become more profitable, valuable, and scalable
  • Assists individuals in growing wealth through intelligent investing, optimising personal finances, tax minimisation, and business structures.
  • Benchmarks a business’s performance against similar-sized companies.
  • Import Xero Tax clients and client groups (synched with XMP and Xero Tax).
  • Import the client’s Xero financial data in 60 seconds (including income, expenses, assets and liabilities).
  • Assess the client’s current financial position (i.e. sales, profitability, and net worth).
  • Business advisory database. The 150 + strategies are constantly revised and updated.
  • The software highlights the expenses that exceed the benchmarks and needs to be reduced through cost savings and efficiency redesign.
  • Beautiful business advisory report, including charts and graphs. The information includes current versus benchmarked profitability, action required, an explanation of selected business advisory strategies, an implementation process, and a net worth statement.

How our business advisory services can help you

  • Increase profits – We benchmark your business against your industry's 20% most profitable businesses. We then work with you to implement the strategies/changes required to improve your profits and move you towards the top 20%.
  • Grow sales – We work with you to implement the strategies/changes required to increase your sales.
  • Protect assets from creditors, lawsuits or divorce – We implement a tailored asset protection plan that protects your assets.
  • Increase cash flow – We work with you to implement the strategies/changes required to increase your cash flow.
  • Work less, experience less stress, and improve your lifestyle - We work with you to define your aspirations and implement a tailored plan to achieve these objectives.
  • Increase wealth - We work with you to increase the value of your business and help you grow investments through intelligent investing, optimising personal finances, tax minimisation, and business structures.
  • Estate planning - looking after loved ones—Working with legal experts, we tailor an estate plan to ensure your wishes are implemented.
  • Succession planning or selling the business - Making your business more attractive to buyers and helping you transition it to the next generation of family members.
  • Being able to work in the business as an owner instead of as a technician - Freeing business owners from technician-type roles so they can focus on strategy and business improvement.
  • Finance to purchase a house, investments or refinance at a lower rate – We can manage and facilitate all your financing needs.

"I have been a user of this tax planning software for many years now and I'm extremely happy with this product.
With xero linking with tax fitness, tax planning can be done easily and cost effectively for clients"

- Nishan Senaratne -

"I highly recommend TaxFitness to all tax accountants and business owners. have used TaxFitness for many years now and have found it to be a fantastic software that assists tax agents efficiently".

- Phuong Dang -