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Why do we need to plan via a tax planning strategy session?

So we come to my favourite time of the work year. Between now and the end of the financial year, we spend most of our time having strategy meetings with our clients focusing on:

  • Helping you to minimise your tax, legally of course!
  • Give you a calendar of estimated tax payments for the forthcoming year so that you don’t get any of those tax “surprises”
  • Making sure you get the best out of the remainder of this financial year
  • Developing KPI’s in conjunction with you, the client, aimed at ensuring you can monitor your performance for the forthcoming year and refocus with our help if you get off course
  • Discussing opportunities for your business with you and how to bring these to fruition
  • Identifying things that are holding your business back and developing strategies to deal with these

Why is it the most satisfying time of the work year? Because this is where we see we are actually helping you to develop a bigger, stronger and more healthy business and that’s kinda cool for nerdy accountants. Way more satisfying than counting beans and completing tax returns.

 

In this newsletter, Richo shares his thoughts on the KPI’s that are most relevant for your business success. And Melinda weighs in with everyone’s favourite, 14 strategies to save you tax this year. Be sure to have a read of both of these articles as they can no doubt help you.

 

If are an Inspire business client and you haven’t already received a phone call from us to set up your strategy meeting, please get in contact with our team to set up your meeting.

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