DELIVERING INTERACTIVE CLIENT ADVICE

tax Planning 

Irrespective of you desire to perform value added service. Helping your client prepare for their tax liability should be on top of your to do list. With the help of CFO and your clients key assumptions you can create an interactive tax planning presentation. Driving enduring client loyalty.

TIMING

YOUR MISSION

The suitable timing is subsequent to the first 6 months of the financial year

Preparing you client with the required tax strategies allowing allowing sufficient time to do what needs to be done 

THE PROCESS

YTD Financials

Set the appointment

Conduct the review

Follow up with key actions

All you need is the previous year and the most recent YTD income statement and balance sheet

All you need is the previous year and the most recent YTD income statement and balance sheet

The review is conducted within the CFO One Page Scorecard. Creating interactive discussion 

Deliver the key conclusions and set the next review date

Staying with you is the best decision they have made

LOOK AFTER YOUR GOOD CLIENTS

DIFFERENTIATE YOURSELF

LEVERAGE THE WORK YOU HAVE ALLREADY DONE

CREATE ADDITIONAL REVENUE

REINFORCE YOUR CLIENT DECISION

REPEATABLE SERVICE

BE SEEN AS A TRUSTED ADVISOR

WITH YOUR EXISTING CLIENTS

CONTACT US

Andre Gien

Phone: 925.323.2802
email : [email protected]
website : scienceofbusinesswealth.com