This is a great offer

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.


Bob Edwards

Bob has been working with practices across the UK offering novel ways to improve cross-sales and increase new client acquisitions. He is also interested in "step changes" in legislation that offer challenges, and therefore opportunities, for practitioners to provide new recurring and one-off support services to clients.

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