Resources
Succession Planning for You and Your Practice
Having a succession plan in place for your accounting practice is crucial to ensure a smooth transition when the accounting partner is ready to leave – or if if they are unfortunately no longer able to work.
The profitable way to manage your clients’ ATO debts
As COVID subsides, the ATO is returning to the strong engagement tactics we saw before the pandemic. At the same time, your clients could be struggling to get their businesses back on an even keel following the impacts of lockdown, border closures and problems with supply chains. They may well owe money to the ATO. In this case, you can help them manage their tax debts and build your business in the process. These tips show you how take a proactive approach.
Why accountants should be at the centre of the estate planning process
As an accountant, you help your clients to set up companies, trusts and self-managed super funds. You ensure they don’t pay more tax than they legally need to – and you know their business and personal finances inside out. Yet, when it comes to estate planning and asset protection, you probably hand them over to a lawyer who might understand far less about tax, superannuation and other critical considerations.
Eight secrets of Successful Estate Planning
These top tips will help you build a more effective and profitable estate planning business.
Grow What Matters: How ‘Value, Plan, Price’ transforms your practice.
Grow What Matters: How ‘Value, Plan, Price’ transforms your practice.
Get on Board: Make this accounting year matter.
We do legendary frontline accounting software. You do what matters. For practice management and compliance advisory—for accountants of all sizes.
ChangeGPS Successor Director System
[ChangeGPS Blog] The Successor Director gives certainty to your Single Director clients.
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