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  • Writer's pictureJoe Gibson

Coach Your Team to Make Revenue from Tax Advice, with Us.

This is for our Accountancy Business Owner Customers.

In this blog, we invite Diagnostax Customers to get their employees trained in Tax Diagnostic Delivery. We also have 4 tips to help get your team autonomously onboard…

Correct me if I am wrong, but you’re an accountant and a business owner. You want to offer a more extensive tax service, to be able to compete for better clients. You want a business that can run without you. And when it comes to Tax Advice, clients aren’t getting the level of service the firm perceives to deliver. Don’t worry, that makes you no worse than the big 4, the top 50, or any firm. It’s tax. With over 17,000 pages of tax legislation, we’re all just trying to deal with what we can.

As a business owner, it can be tempting to take on as much responsibility as possible to maintain complete control over the workings of your company. However, this can quickly become a bottleneck in the business, as you struggle with an endless load of tasks and projects, leading to burnout and exhaustion. The key to scaling your business and freeing up your time is to learn how to hand down work to your team, removing yourself as a bottleneck in the process.

At Diagnostax, we have a service that should help you on this journey. We want to coach your team and empower them to do more, through software, new experiences, and gained self-belief.

This is the game of spotting tax advisory opportunities. In this game, the worst-case scenario is that nobody is looking for opportunities. If that’s currently the case for your team, then spotting one specialist opportunity and referring it to an expert is a huge win, in my opinion. With Diagnostax Coaching, that’s the minimum of what we want to do with your employees. Your employees won’t be giving any advice that they shouldn’t be. They will only be spotting the opportunities.


There are 4 steps in the Tax Diagnostic process…

1. Discovery

2. Tax Diagnostic Review

3. Impact Meeting/Action Plan

4. Take forward advice

Not all of these steps need to be done by you!

Over the last 6 months, I have had the pleasure of working with numerous teams of accountants, tax advisors, trainees, and client relationship managers. And some have blown me away with their performance. If I don’t already, I’d love to start working with your team and training them on Tax Diagnostic Delivery.

If now isn’t a good time, I hope these tips will help for the present:


1. Clearly define roles and responsibilities: Make sure everyone on your team understands their roles and responsibilities, and that work is assigned to the appropriate person. Client managers are great at the Discovery step, and managing follow-up, but the accountants/tax team are essential for the Tax Diagnostic and Impact Meeting.

2. Set clear expectations: Clearly communicating your expectations for each task will help your team to understand what is expected of them, and how they can best contribute to the overall success of the project.

3. Empower your team: Give your team the tools (Tax Diagnostic Software access, template emails, Discovery Questions etc.) they need to complete tasks independently. This can include training, resources, and support that allow them to make decisions and take ownership of their work.

4. Give constructive feedback: It's important to provide regular feedback on your team's work, both positive and negative. This will help them to improve their skills and become more confident in their abilities, ultimately leading to better results.

Remember, it's not about delegating all the work; it's about finding the right balance between taking on too much and giving your team the opportunity to contribute to the success of the business. By trusting your team and giving them the resources and support they need, you can free up your time to focus on the things that really matter to your business.

Over time, and through this kind of exposure, your employees will begin to take on more and more ownership of the service.

If anything discussed in this blog is of interest to you, why not book a call to see how we could train up your team?


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