Our partner Amanda Gascoigne
Tax planning course
Profitable tax planning
Boost your accounting practice with profitable tax planning
Unlock SME Client Value & Revenue with Our Proven 2025 Tax Planning Program!
Join 200+ accountants who've transformed their practices. This self-paced course provides everything you need to confidently offer and price valuable tax planning services.
What You'll Gain:
- Start or enhance tax planning: Learn to offer a formal, profitable service.
- Pricing and marketing mastery: Confidently set fees and attract clients.
- Structured process: Move beyond "back-of-envelope" calculations.
- Scalable strategies: Integrate tax planning into your business advisory.
- Practical tools & templates: Including marketing materials, questionnaires, scripts, and more.
- Step-by-step modules: covering pricing, marketing, preparation, presentation, and finalization.
Who It's For:
- Small & solo accounting practice owners.
- Those wanting to formalize tax planning services.
- Accountants seeking efficient, profitable processes.
Key Benefits:
- Implement tax-saving strategies for all clients.
- Identify opportunities for struggling clients.
- Confidently deliver a proven tax planning framework.
Not For:
- Large practices needing complex, automated solutions.
Ready to transform your practice
Enrol in Amanda's 2025 tax planning program today!
Amanda Gascoigne, FCA, GAICD is a CA Fellow and the founder of Amanda Gascoigne Consulting and The Balanced Firm.
As a small business owner for over 25 years, 18 of those as a chartered accounting practice founder and owner, Amanda has been able to combine her love of conversation, people, accounting, small business, and family.
She now helps small and solo accounting practice owners (startups to $1.5m in turnover) across Australia and New Zealand have better practices and better lives and helps them have better relationships with their clients and teams through her coaching, consulting, mentoring, online courses, resources and her online community all exclusively designed for that segment of the industry.
Amanda wrote in a pre-pandemic article that she believed that in 2020, practice owners would be looking for more. More from their practices. More from their lives. And in 2025, Amanda is optimistic that positive and sustainable shifts in practice models will be embraced for practice owners to achieve this.
Amanda also advocates for small and solo accounting practice owners and their clients in her roles with CA ANZ as a member of the Trans-Tasman Public Practice Advisory Committee, the NSW Public Practice Panel and is the Australian-based Practice Mentor for the Practice Peer Mentor Exchange. She also is the Co-Chair on the ATO’s GST Stewardship Group and represents small businesses.