Even the best tax planning offer will fall flat if clients only hear about it once. In today’s world, clients are hit with over 10,000 messages a day, most of it noise. It’s not that they’re not interested. They’re just not listening yet. Microsoft found the sweet spot: clients need to hear a message 6…
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Most accounting clients don’t understand the value of compliance work. They see the result (a tax return or BAS), but not the thinking behind it. That’s a missed opportunity. With TaxFitness, you can turn compliance delivery into a powerful tax planning conversation, with no extra effort. Here’s how Use quality control checklists. TaxFitness provides three…
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Clients don’t understand what tax planning is or how it saves them money. That’s why Step 4 of the TaxFitness 10-step tax planning Framework is simple: educate your clients. Here’s exactly what you need to teach them: What tax planning includes (and what it doesn’t). Their current tax position—taxable income, tax payable/refundable, and net worth…
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Let’s be honest. When you offer free tax planning, you’re telling clients, “this isn’t worth anything,” and they know it. Here’s the truth: Tax planning is not compliance work. It’s a specialist, high-value service that requires skill, expertise, and strategic thinking. It should never be bundled in with a compliance fee, or worse, given away…
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Let’s face it, most accountants undercharge for tax planning and advisory services. They default to an ad-hoc, hourly rate model that limits growth, undervalues expertise, and fails to reflect the true value they deliver. TaxFitness is here to change that. The new era of pricing: We teach accountants how to implement a systematic pricing model…
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If you’re an accountant still “guessing” your tax planning fees, you’re leaving serious revenue on the table. Tax planning isn’t a side hustle, it’s a premium advisory service that should systematically generate $30,000+ in Year 1, growing to 50% of your total practice revenue over time. The TaxFitness system gives you the exact fee model…
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Tax planning in Australia has come a long way. Timeline of tools 1985–2011: Microsoft Excel dominates – flexible but labour-intensive. 2012–2014: QuickBooks, MYOB, Xero Tax + XPM enter the scene – useful for compliance, not planning. 2013–2015: Tax Strategist, Change GPS, Business Fitness – better tools emerge 2017–Now: TaxFitness changes the game. Tax planning is…
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Most accountants are still reacting to tax. The best firms? They plan it. The ATO says “Tax planning… is the arrangement of financial affairs to keep taxes to a minimum.” But that’s just the starting point. At TaxFitness, we define tax planning as: The proactive and strategic structuring of a client’s financial affairs to legally…
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Most accountants don’t truly know what their clients want until it’s too late. Tax returns and compliance work tell us what happened. But they don’t tell us what’s important to the client or where they want to go. And if we don’t know what they want, how can we help them get there? That’s where…
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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…
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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