TaxFitness

TaxFitness Value Proposition

For accountants looking to expand their service offerings, increase revenue, and provide greater value to their clients, TaxFitness offers a comprehensive suite of software, marketing, resources and training courses to seamlessly integrate tax planning, business benchmarking, and business advisory services into their practice.

The annual subscription, $1,320 pa, has the following benefits & features:

Software:

• Professional tax planning, business benchmarking, and business advisory reports: Simplify complex analysis, saving time and reducing errors.
• I-powered tax planning: Leverage AI for faster insights and more innovative strategies.
• 200+ tax strategies, 400+ business benchmarks, and 350+ business advisory strategies: Access a vast database of pre-written strategies to identify client opportunities.
• Xero integration (MYOB and QuickBooks coming April 2025): Easily import client and financial data, eliminating manual entry and ensuring accuracy.
• Customisable reports: Brand reports with your logo and tailor them to individual client needs.

Marketing:

• Marketing manual, templates, and resources: Effectively promote your expanded service offerings to clients.
• Step-by-step guides: Learn how to successfully present, price and “sell” the benefits of these services.

 Resources:

• Online library: Access a wealth of resources and training webinars to support your learning and service delivery.

 Training:

• 3 hours of software training through Zoom: Maximise software usability and understand the features.
• Outsourcing option: Delegate tasks to TaxFitness experts and share the service fees.

Overall Benefits:

• Generate more fees: Offer higher-value services and attract new clients. TaxFitness can double your existing fees without adding clients.
• Enhance client relationships: Provide proactive, strategic advice beyond compliance.
• Improve client outcomes: Help clients save on taxes, improve business performance, and achieve financial goals.
• Increase efficiency and productivity: Streamline processes and leverage automation and AI.
• Stay ahead of the curve: Embrace technology and adopt a forward-thinking approach to tax planning, business benchmarking and business advisory.
• Transform your practice to a trusted advisor: With TaxFitness, you can transform your practice from a compliance-focused service provider to a trusted advisor who delivers comprehensive financial solutions.

• About
• Latest Posts

Dale Crosby

Director | Senior Consultant & Facilitator at For Accountants | High Tech Soft Touch

Dale Crosby specialises in change management and has a specific interest in client ommunication and integration of compliance, business advisory and financial advisory services within accounting firms. He has worked closely with accounting firms throughout Australia and New Zealand over the past 15 years.

Latest posts by Dale Crosby (see all)

• The Impact of AI on the Virtual CFO Role: Key Insights and Opportunities - 4 March 2025
• CPD For Accountants Recognized by CYPHER Learning: A Testament to Innovation in Professional Development - 19 February 2025
• From Accountant to Manager: Practical Tips to Overcome Challenges and Succeed - 8 January 2025