How to Sell Clients on Adding Tax Services
Are you considering the Professional Bookkeeper™ program to prepare you to
start a successful accounting and bookkeeping service? Maybe you already have
some clients and are looking for a way to increase your income per client.
Adding the tax preparation services to your skill set can be very rewarding.
Everyone needs to pay taxes. The secret is helping them pay the least amount
of taxes possible. Universal Accounting can help you add tax preparation to
your current clients or find new clients easily that need both accounting and
tax services.
Unique Full-Service Attention For Your Clients
The key to getting and keeping clients is to provide service to your customers,
service that really sets you apart. Universal Accounting gives you
the knowledge you need to give quality service with an emphasis on real-world
tasks performed for small businesses. Offering your clients more, such as tax
preparation, can give you an edge over accountants with more limited skills.
You can add up to $100 more each month to the monthly amount you charge for
your accounting services with tax preparation. Once you get the training,
all you need are the strategies to sell your additional services. When your
clients see the benefits of adding tax planning and preparation to your services,
they will see how much that you will save them. When you know the selling points
of your services, they almost sell themselves.
Why You Are the Only Logical Choice To Do Your Clients' Taxes
One of the best selling points you have is that you already know the accounts
of the business. You can also give advice all year long and make sure that
you are collecting all the data you need for year end taxes in a timely manner.
Who wouldn't want advice on how to lower their taxes now, rather than waiting
until the end of the year when it may be too late to take advantage of possible
tax benefits. Some ways to minimize client taxes are to capture all expenses
when they happen, and not let them get forgotten over time. This can include
mileage reimbursements, entertainment and advertising expenses and petty cash
receipts. You can also suggest writing off assets no longer used by the company.
Your Services are a Benefit, Not a Cost
When you approach a client with the idea of adding tax services to their billable
services, point out some of these tax-saving benefits. If you already know
their accounts, you may be able to mention that you have some strategies that
you would like to implement that could save in taxes a large percentage of
the fees they will pay you. For many small businesses, the savings may actually
exceed the fees a client pays you outright.
Tax Filings Don't Just Happen on April 15
There are several taxes that need to be filed throughout the year for
a business. Even though Income tax is done on a yearly basis, many times quarterly
filings are done if the amount will be over $500 at the end of the year. If
the company is a sole proprietorship or partnership, they will have Social
Security and Medicare taxes to pay. For companies that have employees, there
is the FUTA (unemployment) taxes, W2's and W3's that are filed on a yearly
basis. There is also FICA, Federal and State taxes that are filed on a quarterly
basis. All of these accounts are numbers that you already have since you are
doing the books for your client. You are the logical choice to file these reports,
since you are the one generating the numbers they are based on.
Prepare to Get Another $100 Per Client Each Month
Get your training today and add to your skill set so that you can be making
more money each month with little additional efforts. Everyone has to pay taxes;
use this to your advantage to grow your business and make more money today!
The graph below illustrates how much more that you will make by adding tax
services to your menu of services offered by your business.
You Can Do This!
Whether you want to start a successful accounting and bookkeeping service
soon or if you have already gotten your first clients, consider adding tax
services to your skill set to maximize your profit per client. It is an easy
sell to add tax planning and preparation to your billable services once you
are doing a client's books. If at a job we could get a 33% raise just by asking,
who wouldn't ask for it? That's exactly the significant raise that you get
from each of your clients once you begin to do tax planning and preparation
for them.
Get Started Today!
You have it in you to take control of your financial future. You can make
your dreams become your future, and it is just not that difficult. So many
have followed the path laid out by the Professional Bookkeeper™ program that
you can know that it simply works. We look forward to you becoming the Professional
Bookkeeper program's next success story.
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