Resources to help you promote advisory services
Subscribers to our Fee Builder service receive monthly resource packs to promote specific services to clients. On each topic, we provide: client updates, scope and implementation advice and updates for partners and staff.
WINTER OFFER - FREE ACCESS TOFee Builder resources for the next FOUR months
We are offering ALL the resources added to our subscriber dashboards - from 1 October 2021 to 31 January 2022 - free of charge if you signup for our Fee Builder Plus service this month (October 2021).
No monthly fees unless you stay on as a subscriber from 1 February 2022. You can cancel your subscription at any time, no long-term lock-ins.
Simply complete our online order form to secure your chance to sample our Fee Builder resources with no financial risk.
October 2021 – MTD update
MTD ITSA has been delayed but there is much to do to have sole traders and landlords prepared for quarterly reporting from April 2024.
Outcome: promoting conversion to digital accounting, the reporting advantages that this offers, and an opportunity to provide affected clients with training, support and ongoing review of their financial results.
November 2021 – Budget Impacts on Tax Planning for 2022-23
Resources for this month will focus on future planning issues and opportunities that have opened up following the Chancellor's budget speech on 27 October.
Outcome: Offer clients and prospects insights into the way that you can help them take advantage of upcoming tax changes and avoid new tax "bear-traps".
December 2021 – Let’s Celebrate Christmas and the New Year
We are all in need of a little Christmas cheer this year. Resources for this month will include a refresher on the tax perks that are available to celebrate the festive period with colleagues.
Outcome: lifting practice goodwill and creating new leads; our client update will include a “feel free to pass this update to your friends and business colleagues” footer.
January 2022 – Tax & Business Development Planner for 2022
A list of the strategies you may want to offer clients in 2022 to reduce their tax hit and help them create and support business plans for 2022.
Outcome: start the process of adding targeted, development advice as part of your existing, compliance activity.
Why you should choose Fee Builder
You pay just just £55 pm for a wealth of information, support and practical ideas to generate additional income for your practice
We’re fast at getting important information to you. Not reams of jargon and fluff, but the important bits that help you do your job and tell your clients that you are watching their backs
We know our onions. Our founder has built and sold two successful practices. The information we publish is based on his experiences in practice and supporting other practitioners.
Fee Builder material is structured so you choose how much time you want to dedicate to practice development
We have been working with Bob and his team for many years now. The introduction of Fee Builder has proven to be a really comprehensive and useful tool for us to easily implement on a monthly basis. As with most accountancy firms, there is not always time to dedicate to content writing and generating additional strategies to attract new clients or cross-selling with current clients. This is what the Fee Builder has enabled us to do.
Clare Weston, Nunn Hayward - June 2020
Ready to proceed?
Simply fill in the order form below and we will be in touch as soon as your secure Fee Builder Dashboard has been created...