Tax Planning Services - the Gateway to Change and Value Conversations with Clients - podcast episode cover

Tax Planning Services - the Gateway to Change and Value Conversations with Clients

Mar 31, 202115 min
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

IDA Episode 65 - We explore this pivotal question for our fellow Tax Accountants: What if tax planning was the starting point in your engagement process with clients, instead of a rushed add-on service at the end of the year? Tax planning is the key to starting the 'value' conversation with your clients. The perfect place to drive new products and non-compliance services in your business. To act as a training ground for staff to have robust conversations with clients and collaborate with other service providers. The accounting industry has been talking about the need for advisors to become more proactive in how we service clients for a long time now. This concept is a crucial part of solving this elusive puzzle. Here at BlueprintHQ, we are here to help. We are super passionate about the professional services industry and supporting you with what you need. We are offering a short, sharp 15 minute consultation calls to help you with this process. Go to https://www.blueprinthq.com.au/consultation
For the best experience, listen in Metacast app for iOS or Android