Selling Tax Strategies and Advanced Tax Planning
Generating new clients is tough; companies are loyal to their existing accountants and in many cases for good reason. One highly successful (and profitable) approach is to sell tax strategies and advanced tax planning via dedicated sales messages in your online and offline marketing material.
As a firm selling tax planning, you immediately differentiate yourselves from their existing accountant, enabling the client to keep their existing firm in place with you carrying out the more advanced work. In our experience, once a business realises what they have missed out on with their existing accountant, they do eventually move accountancy firms.
Offline
Using a unique system we are able to identify, professionally approach and book qualified appointments with:
- Limited company making yearly profits of £100k or more
- Contractors earning £50k or more per annum
- A high net worth individuals with a portfolio of incomes generating £100k plus every year
Online
The biggest resistance we have is with practice owners and managers doubting that profitable business owners use the internet. Think about it from their perspective for a moment, they are busy highly successful and profitable business owners who are probably using a typical accountancy firm focusing on compliance work. They don’t know how to reduce tax, but are grieved by the amount they have to pay. Looking for a solution the obvious starting point (for almost everything these days) is the internet, and the search results are staggering (400,000+ MONTHLY searches using the phrase “tax advice” in the UK alone). Thousands are searching every month for tax strategies, tax advice, specialist tax advice and other related searches. Using advanced Search Engine Optimisation (SEO) and Pay Per Click (PPC) we can ensure your firm takes advantage of these searches by making it abundantly clear to searchers that your business is selling tax strategies, planning and advice to businesses like theirs.
To discuss this in more detail simply call 0800 803 0826.
North East Accountancy Firm win 160K
Discover in this free short audio 3 things leading firms are doing to promote and sell tax strategies to gain profitable results. You will discover exactly how one recent client has gained over £160,000 in fees from just one appointment. Learn how to harness the power of digital marketing to capture some of the 400,000 + MONTHLY searches using the phrase “tax advice” in the UK alone.
Listen FREE HERE
Click here to listen to our audio on how to generate profitable tax strategy business
To discuss a customised strategy for your firm, please call 0800 803 0825 or contact us here.


