The TaxAssist network has recently benefitted from tips and strategies to optimise efficiencies, take advantage of new opportunities and drive-up growth.

The TaxAssist Group Directors, Daren Moore, Sarah Robertson, James Mattam and Mike Melling, recently held two virtual meetings for franchisees, to provide updates on key network information, new initiatives and to share best practice.

A range of topics were discussed including:

·       UK performance

·       Areas to assist with staff recruitment, retention and engagement

·       Merits of using TaxAssist approved outsourced providers

·       How to maximise resale/exit value

·       Key Performance Indicators

·       Best Practice Processes

·       Fee Bank Acquisition scheme

·       Tax Planning Opportunities

·       Cross selling

·       Financial Services Opportunities

·       Business Development Initiatives

·       Pricing and fee raising 

Sarah Robertson, Group Director and UK Managing Director said: “It was great to catch up with our franchisees once again and I’d like to thank them for their valuable input and positive feedback following the meetings.

“2022 has been an exciting year for The Group, with the launch of a hugely significant new Financial Services offering, benefitting TaxAssist clients and franchisees alike. It was fantastic to hear positive feedback from within the network of how well the service is working in attracting new clients, as well as generating interest from within the existing client base. We know that TaxAssist shops are perfectly placed to promote our growing portfolio of services, which will be expanded further over the coming months.

“Despite the turbulent economic situation, network sales have grown year on year which proves the resilience of the TaxAssist model and the strength of the network. 

“We are all excited about the future and believe that our plans for the coming years will provide huge opportunities for our network and have a significant impact on their practices’ profitability.”

If you’re keen to build your own practice, a TaxAssist Accountants franchise can provide the systems and support you need to be successful. Regular Discovery Days are being held, where you can find out more about the technical, marketing and business development support on offer.