Downloads

We’re on a mission to get tax advice through to those who need it most; SMEs, business owners and their families. If you are ready to be challenged and want to learn about some of the insight we’ve gathered, download our content. You can join our mailing list, to receive our latest downloads every quarter.

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Sign up to our mailing list, to receive thought-provoking blog posts, and useful insight into the challenging world of getting more tax advice to clients.

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Nevermind the Tech Stack. Here’s the Client Deck.

So, you’ve been bombarded with the message, ‘build your tech stack’ and you know it’s something you need to do. But knowing what to actually include in your tech stack is really tough.


With Xero advertising over 700 apps in their market place, how are you meant to know where to start?


But it doesn’t have to feel like an impossible challenge.


The secret? Start with your clients, not the tech.


Build a Client Deck instead.

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Wolf Season or Tax Season? The Accountants Practical Guide.

We know growing your firm in tax season is really difficult.


That’s why we have created this practical guide to give you a head start.


There are lots of practical steps and resources to help you achieve your goals.


Maybe you want to win new clients, or just increase the revenue from your existing clients.


Just take the bits you like and get started!

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We’re pretty sociable here, so make sure you connect with us.