Would you like to easily make $25,000 in ONE month with Trust Distribution Resolutions (assuming you have 100 trust clients)?
Would you like to save up to 80% of the time it takes to produce Dividend Statements & Minutes, and them all saved in firm-wide list you can build on year after year?
Finally, you can with "Trust Resolutions" and "Dividend Statements" by ChangeGPS.
"Resolutions" makes producing your annual trust resolutions and dividend packs a breeze, not only saving you time, but easily increase profit margins with admin teams empowered to roll out these services for you.
With ChangeGPS you no longer need to give these services away.
Don't just do this work as part of your year end invoice.
We provide you with all the marketing, client education and engagement tools to make it easier to communicate the need and value of doing these resolutions for them, and introducing your prices for this work.
Key Features of the App's
- quick, easy + simple
- all data on one screen
- save this year + load next year for even faster output
- for trusts: easily distribute by $ and single click to do balance by %
- for dividends: all franking credits instantly calculated for all shareholders, multiple share classes, all forms, statements and resolutions created in 1 minute
- if you use Xero Practice Manager (XPM), you can use your relationship data to auto-fill trustee, beneficiary / shareholder names
The Value to You - $10,000? $25,000? Even more?
We know that even small accounting businesses can easily do 50 or 100 trust distribution resolutions over the next few months – resulting in over $12,000+ additional revenue.
What if you have 100 trusts at $250 each? That's over $25,000+ revenue, and with the Trust Distributions app taking you less than 5 minutes to create, it gives you a massive amount of profit for your advice.
Hear what our client's say about the ROI they have gained from using our Resolutions.
You can start using our "Trust Distributions" and "Dividend Statements" (and much more) right now as part of the GPS CORE Pack for just $14 per day ($440 per month) for a minimum 12 month subscription.
You only need to do a handful of resolutions per month to cover this. It’s that easy.
You get immediate breakeven – and then every additional Resolution you charge clients for is 100% profit to you!
And with all the other resources and tools in ChangeGPS, like us you’ll find your team will use it all year for communicating and delivering your value to clients.