Discovery…better, faster, stronger & tax efficient
Help clients achieve their real-life number, better, faster, stronger, and tax efficiently.
Over the years, we’ve learned a lot about the challenges and difficulties accountants face, when establishing a sustainable and profitable tax consultancy and advice service for clients. From being able to define their tax services to identifying the tax advice they need, through to the delivery of this advice.
It’s shaped and guided our entire service offering.
But our latest ‘discovery’ is a game-changer, when it comes to tax consultancy and advice. With the insight and cooperation of our DTX’ers, we’ve made it even easier for accountants - and your team - to do tax consultancy with your clients.
We found a simple way to overcome the challenges of….
· Knowing which clients to approach with tax consultancy,
· Finding a way to engage customers with tax consultancy,
· Taking tax consultancy to a client when it isn’t your area of expertise,
· Pushing tax consultancy down to non-tax team members.
And it’s all about getting behind the scenes into the real-life of your client; not just learning about the business, but everything that they are working towards in their real life.
You might like to read our blog: ‘What is your real-life number?’
INTRODUCING OUR LATEST TOOLKIT! Discovery…better, faster, stronger & tax efficient!
For our DTX’ers, we’ve produced a game-changing approach to identify which clients are ready for tax consultancy and all the assets you need to reach out and get them over the line.
We’ve produced everything you need to reach out and capture vital detailed discovery information about your clients, so that you can deliver valuable tax consultancy and help them achieve their real-life goals better, faster, stronger, and tax efficiently.
Discover….which clients to approach with tax consultancy and advice.
Discover….how to capture detailed information about your clients to identify real-life tax-saving opportunities.
Discover….which clients are ready to pay for tax consultancy and advice.
Discover….how to help your clients achieve their real-life number through tax-saving opportunities.
Take a sneaky peek inside the toolkit 👀👇
This toolkit is brought to you by the Tax Diagnostics and Tax Toolkit services within the Diagnostax Ecosystem, all accessible under one subscription. For information please visit our website.