Is your firm interested in shifting from pure compliance towards advisory services, but hits a brick wall when you try and sell advisory to clients?
Maybe we can help. The key, we believe, is to transition by offering advisory-led compliance options.
Fee Builder – 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.
Fee Builder resources for the next four months
October 2021 – MTD for ITSA
Advising on the new implementation deadline and supporting affected clients – still recording transactions manually or using basic spreadsheets – to adopt suitable accounting software.
Outcome: expansion of basic compliance to include the design and review of real-time data and the potential to sell benefits of periodic management accounts, forecasting etc .
November 2021 – Budget Impacts on Tax Planning for 2022-23
Providing an easy to read Budget Impact Statement to underline future planning opportunities and other business development options.
Outcome: a lead-in to promote the importance and benefits of periodic tax and business planning.
December 2021 – Let’s Celebrate Christmas and the New Year (will be made available from 15 November 2021)
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.
Winter Offer – October 2021 to January 2022
We are offering ALL the above resources, free of charge, if you signup for our Fee Builder Plus subscription 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.
