TaxAssist Accountants runs four online Discovery Sessions in four countries in the same month

February 18, 2021

TaxAssist Accountants Franchise – Leading tax and accounting franchise opportunity promoted in the UK, Canada, USA and Australia as expansion continues apace.

In a first for the established small business accounting franchise, TaxAssist Accountants held multiple Discovery Sessions in the same month across the globe, as it continues with its ambitious expansion plans.

 
For David Paulson QFP, Senior Vice President, Franchise Development, it is milestone moment, and the realisation of years of planning.

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“Expansion across North America and Australia, as well as the UK and the Republic of Ireland has been a long term aim of The TaxAssist Group, and the interest we are now experiencing is very encouraging,” he said.

“We are promoting single unit franchise opportunities, as well as area representative opportunities in the USA. The sessions provide an overview of the range and depth of technical, marketing and business development support on offer through the franchise, and the scope and potential of the business model.

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“I am involved in all of the online Discovery Sessions, alongside senior colleagues from both the UK and host countries, choosing a convenient time that works well across different continents, resulting in very positive feedback received from delegates.

“I’d encourage anyone who is thinking about running their own accounting practice for small businesses to get in touch. There is a huge demand for the services of a quality accountant right now – and will continue to be – as clients reach out for help to understand what their business is doing, how to access finance, plan for the future and make key business decisions. The visibility of our shop premises means we are ideally situated to attract and support clients, while offering our accountants the ability to build substantial practices.”

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A surge of 20 new TaxAssist Accountants shops open in the second half of 2020

January 8, 2021

Despite the challenges of the COVID-19 pandemic, TaxAssist continued to grow its presence opening 20 new shop-fronts across the UK between July and December.

 
A TaxAssist Accountants shop is a showcase, promoting the friendly, full service offering of accounting and tax services that are available to clients. Ever since the first fully branded shop opened in Norwich in 2002, walk-ins to shops have continually been one of the largest sources of client growth for the network, being conveniently located, offering a visible presence in the local community and effectively reinforcing local, national and online marketing initiatives.

There are now 237 shops open all around the UK and, with growing interest in joining the TaxAssist Accountants network and an increased demand for our services from clients, the indications are that the network is set for further substantial growth.

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In September, Mark Gibbs unveiled his shop in Southend-on-Sea. Mark said: “It’s great to finally have the shop open and we’ve already had lots of people walk in and comment on how good the shop looks. One of the major reasons for joining TaxAssist Accountants was the modern, fresh look of the shops which can effectively showcase the services we offer and provides a convenient meeting place for clients.”

Confident of the shop model and keen to maintain her growth plans, Olivia Palios opened her fourth shop in Sandbach in November 2020. Olivia, the youngest female franchisee to join the TaxAssist Accountants network at 22, back in 2015, now looks after over 1,000 independent business clients across Cheshire and Staffordshire along with her team of seven accounting and tax professionals.

Olivia said: “2020 has been quite a year, but we’ve continued to sign up new clients, both over the phone and face-to-face, albeit socially distanced in the shop.

“I know that to continue to grow, I need to open more shops because they’re such a draw for clients. I’m looking forward to maximising the potential of the four shops and I can see many opportunities ahead.”

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James Mattam, Group Business Development Director, said: “It is fantastic that so many new shops have opened in the UK this year, further promoting the brand creating ever more locations to meet with a TaxAssist Accountant. Our recent client satisfaction survey showed that our clients are keen to meet with us and talk through their financial needs.

“We are witnessing an increase in demand from business owners who have not received the service they deserve this year, when they needed it the most. Our brand values have shone through and we’re proud to say we’ve gone above and beyond to ensure clients were supported and guided through the Government support schemes for grants and funding.

“With the combination of our prominent online brand positioning and high street visibility, we are well placed to service this increase in demand, just as we saw in the previous recession.”

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Here is the list of all 20 TaxAssist Accountants shops that have opened in the past six months:

Ashford – Anthony Royle
Barnes – Abdallah Bello
Beaconsfield – Mike Melling
Bedminster – Keith Adams and Anna Baradad
Clacton-on-Sea – Stuart Burge
Clapham Junction – Martin Thomas & Sarah Kay
Coventry – Jay Gosal
Farringdon – Gary Bugdale
Glasgow Tradeston – Adnan Tahir
Hampton – Sunny Srai & Amarita Dosanjh
Huntingdon – Charlie Walker
Kingswinford – Lloyd Evans
Llangefni – Peter Sewell
Preston – Prakaash Manivannan
Prestatyn – Peter Sewell
Sandbach – Olivia Palios
Southend-on-Sea – Mark Gibbs
Stafford – Jugdev Dhillon
Uxbridge – Khaliq Ur Rahman, Owais & Sadia Saad
Walkden – Lee King & Louise Gravina

TaxAssist directors share future plans at first virtual regional meetings

November 11, 2020

TaxAssist Group directors have hosted nine virtual interactive meetings, delivering key messages to the TaxAssist Accountants network.

 
With COVID-19 preventing face-to-face regional meetings this year, TaxAssist Accountants took the opportunity to move these important annual events online, to great success with all franchisees attending the one specific to their region.

The events offer a chance to provide a network update, detail new initiatives, discuss future plans and opportunities and receive feedback, to ensure that every franchisee feels engaged, informed and supported, so that they can take full advantage of all of the help and services on offer to them through the Support Centre.

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Group Operations Director, Sarah Robertson – who was joined by Group Commercial Director, Daren Moore and Group Business Development Director, James Mattam – explained: “The regional meetings proved more important than ever this year, providing a much-needed forum to come together to reflect on 2020 and discuss future plans.”

With a focus on moving business forward, the following topics were covered during the meetings:

  • Sector update – Changes we’ve seen through the pandemic, how valued TaxAssist’s services have been to clients and going forward, clients will need help with funding and support with business decisions.
  • Growth opportunities – We are seeing more start-ups, more clients looking to switch accountant due to lack of support and service, more businesses now looking to appoint a professional as business is becoming ever more complicated and the chance to purchase blocks of fees from retiring accountants.
  • Digitalisation – The continuing move to full digitalisation and automation further fuelled by ongoing software/technology changes and the next phase of Making Tax Digital and the opportunities these present to the network.
  • COVID19 support – There will be further COVID-19 recovery related announcements and changes, and TaxAssist Accountants are well placed to support its network with increased demand of more services from clients.
  • Service opportunities – How to utilise data to maximum advantage, available tools to support additional services, including future masterclasses, webinars and training.
  • In-House teams – Development of existing insourcing teams – payroll and tax – and the roll out of new services including Inheritance Tax, Capital Gains Tax and personal tax.
  • New websites and brand positioning – New designs and features enabling each franchisee to communicate with prospective clients & existing clients about the extended range of tax services, advisory and digital offerings available.  A brand positioning exercise across all sites has been implemented to broaden our reach to more established businesses who are looking to switch to TaxAssist Accountants.
  • Driving up growth – Local advertising being adapted to those potential clients now working from home, training and support converting clients over video meetings, cross-selling more services which clients had stated they wished to learn more about from our client satisfaction survey and generating more referrals on the back of our enhanced reputation during lockdown and beyond with our full support to clients.

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Sarah added: “The meetings all proved to be tremendously useful, as myself and my fellow directors were not only able to present our key messages to the network, but garner the mood around the UK, how franchisees are performing and what more they want from us. We’ve been encouraged by positive feedback that franchisees feel well supported, are busy, open for business and ready to expand their practices.

“With the combination of our prominent online brand positioning and high street visibility, we know that as the economy recovers from the events of 2020, we are well placed to service the increased demand for local, quality tax, accountancy and advisory services and see many opportunities for growth ahead for our accountants.”

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TaxAssist retains 21st place in industry rankings

October 18, 2020

TaxAssist Accountants’ strong performance has seen the network of small business specialists maintain the 21st place in the highly regarded Accountancy Age industry league table with a 9% increase in fee income, up from £41.5m to £45.3m.

 
Celebrating excellence in accountancy practice, the Accountancy Age Top 50+50 spotlights the top accountancy firms in the UK ranking them according to UK fee income for the last financial year.

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Karl Sandall, Group Chief Executive Director at the TaxAssist Group, said: “We’re pleased to have retained our position at 21, because of a strong growth rate that has outpaced many other firms.

“I suspect we will see some very different results in the sector off the back of this year, but we remain optimistic, having witnessed a gradual recovery since lockdown in terms of new client numbers and sales. This is due to the sustained support given to our accountants and their clients and the excellent efforts of everyone throughout the network to keep trading.

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“We are continuing to recruit many new franchisees to our network who can see the value of our brand name and the evolving and comprehensive support that we provide. Small business clients have needed our assistance like never before to help them to survive and thrive and our network of high street shops with their highly visible presence are ideally placed to service this increase in demand.

“I feel confident that our adoption of a best-in-class technology suite combined with our full-service offering, including a range of complementary services which both attract and support clients, bodes well for future performance.”

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In her analysis, Beth Mason of Accountancy Age stated that the data reveals a “robust performance from UK firms despite (the) challenging environment”. She goes on to predict: “Over the course of 2021 we may see growth in a number of areas, with sustained investment in technology and additional services as firms recognise the importance of innovation to capture a greater share of the market.”

To see the list of the Top 50 firms and an analysis by Accountancy Age click here.

John Mayer celebrates 20 years of business success

October 2, 2020

A lot has changed since John Mayer joined TaxAssist Accountants in 2000, but he has absolutely no regrets.

 
John Mayer, who operates his TaxAssist Accountants franchise from Weston-Super-Mare in Somerset, has recently celebrated 20 years at the helm of his flourishing practice. To congratulate him, the Support Centre staff in Norwich sent a hamper to mark the occasion.

John said: “A big thank you for the gift of the Fortnum & Masons hamper celebrating my 20 years as a TaxAssist Accountants franchisee, it is very gratefully received.

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“Where has the last 20 years gone! I am so thankful I joined TaxAssist and is a decision I will never regret. It has given myself and my family a good, secure living and has allowed me to meet many great people, both clients and within the franchise.

“It has been challenging at times, sometimes hard work, but over John Mayerriding all of this, vastly enjoyable, extremely rewarding, and something I am very proud to be associated with.

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“I have seen the franchise grow from around £4m fee bank to its current £51m and I like to think I have put a little part into its growth.

“I was going to organise a 20-year celebration party this October, and get my band to play as I did with the 15 year-celebration. Sadly, due to Covid-19 that has to be put on hold until next year, but it should be a party to remember when it does happen!”

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Karl Sandall, the TaxAssist Group Chief Executive Director, said: “It has been a pleasure to work with and get to know John over the last 20 years and to help him build the substantial practice which he heads up today. He has always been eager to embrace change and keep up with the times and I congratulate him on his many years of business success. I would also like to thank him for the contribution he has made to the franchise over the years.”

If you are interested in joining TaxAssist Accountants, we are holding monthly Virtual Discovery Days where you can spend a day with the team to find out more about the business opportunity and support on offer.

New TaxAssist Accountants shop opens in Southend-on-Sea

September 13, 2020

Mark Gibbs has opened a new TaxAssist Accountants walk-in tax and accountancy shop serving small businesses and individual tax paying clients in the Westcliff-on-Sea and Southend-on-Sea areas.

 
Mark said: “It’s great to finally have the shop open and we’ve already had lots of people walk in and comment on how good the shop looks. One of the major reasons for joining TaxAssist Accountants was the modern, fresh look of the shops, which can so effectively showcase the services we offer and provide a convenient meeting place for clients. I look forward to welcoming new and existing clients to have a look round.

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“I have lived in the area most of my life and have a good understanding of the local business environment and I feel passionate about supporting my fellow small businesses through the coronavirus pandemic and beyond. I would encourage anyone interested in finding out more about how we can help, to contact us for a free initial consultation – either face-to face, by telephone or online.
“We provide a comprehensive tax, accountancy and advisory service and can talk clients through a range of software solutions, to help them select the right package for their needs.”

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If you are interested in finding out more about joining TaxAssist Accountants, regular Virtual Discovery Days are held, where you can find out more about the technical, marketing and business development support on offer.

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New TaxAssist Accountants shop opens in Huntingdon

August 28, 2020

Charlie Walker has opened a new walk-in small business tax and accountancy shop on 129 High Street in Huntingdon, to operate alongside his existing one in Bedford.

 
Charlie Walker, like all TaxAssist Accountants, has been incredibly busy over the last six months, helping his over 200 clients to navigate their way through the coronavirus pandemic. However, keen to continue with his planned expansion, he has now opened his second shop in Huntingdon.

“It really was the perfect shop in the perfect location and will provide the ideal environment for me to meet with potential and existing clients,” explains Charlie.

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“Both of my shops are open for clients to walk-in and we provide hand sanitiser, wear masks and have installed protective screens for face-to-face client meetings, although we also offer telephone and online meetings for those clients that would prefer this method at this time. Our aim is to be as flexible and helpful as possible. Do get in contact if you’d like a free initial consultation.”

Charlie is looking positively on the future for his and his clients’ businesses. “Clearly the pandemic has caused a huge global shock, but with my services very much in demand, I believe now is the right time to expand, so that more businesses can benefit from our expertise.”

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Knowing that there is a desperate need for guidance and support right now, Charlie recently jumped at the chance when he was offered his own monthly, one-hour radio show on Huntingdon Community Radio after a number of appearances as a business contributor on BBC Three Counties Radio last year. He hopes to have a local business section, as well as a national business update and special guests each month. The show is due to begin in the Autumn.

“I’m passionate about helping the businesses in my area and I’m looking forward to having the opportunity to offer the benefits of my business and accountancy experience, face-to-face, online and now via the air waves!”

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Record breaking July for new business client leads

August 18, 2020

As people turn to accountants for advice and guidance during the COVID-19 pandemic, TaxAssist Accountants registers its highest ever number of July new business client leads.

 
In the most turbulent of times, small business specialists TaxAssist Accountants have proved to be an essential hub for local business communities as a result of unsurpassed levels of support and communication.

With over 230 franchises across the UK looking after more than 76,000 clients, TaxAssist Accountants has seen its services in demand like never before.

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The Norwich-based Support Centre team is working tirelessly to ensure its franchisees have correct and up-to-date information to meet its network’s clients’ requests for help, and the timely advice and online and centralised email campaigns offered by TaxAssist Accountants during the pandemic have been very well received from clients who have praised the proactive help and advice offered.

James Mattam, Group Business Development Director at TaxAssist Accountants said: “July was an unprecedented month for new business client leads generated by the Support Centre, with over 800 qualified by our team of call handlers.

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“All of our accountants have been incredibly busy supporting their clients through the COVID-19 crisis, with grant applications, funding and furloughing claims and cash flow advice. As a result of the quality, responsive service our network has offered, we are receiving a huge number of new business enquiries and referrals from existing clients, happy to recommend TaxAssist’s services. We are also receiving calls from businesses looking to migrate to our network who are feeling unsupported by their current accountant in these challenging times.

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“All of our accountants are open for business and offer flexible ways to meet, either over the phone, via video consultation or safely in one of our shops or offices. We provide a full service offering to clients utilising the very latest online software solutions, taking the guesswork out of managing financial business records. We regularly hear back from clients that they enjoy the ease and clarity of the software, coupled with the personal, local service that our accountants provide.

“I’d encourage anyone wanting to find out more about TaxAssist’s services, or to request a free initial consultation to give the team a call on 0800 05 23 555.”

TaxAssist Accountants announced as finalist for major franchise award

July 31, 2020

TaxAssist Accountants has been shortlisted for the Franchisor of the Year accolade at the bfa HSBC British Franchise Awards, to be held at the Vox, Birmingham, on 30th November.

 
TaxAssist Accountants is the UK’s largest network of small business specialist accountants, with more than 385 shops and offices servicing 76,000 clients. It is also the UK’s leading tax and accountancy franchise, with previous British Franchise Association (bfa) successes including winning Franchisor of the Year in 2010, as well as Bronze in 2015 and Silver in 2008 and 2009.

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It will be competing with five other well-known franchise brands before a judging panel of industry experts and receiving a nomination is an achievement in itself, proving the business works ethically and in the best interests of franchisees and staff.

Karl Sandall, Group Chief Executive said: “At a time of such economic and social turmoil, it is very welcome good news to have once again been shortlisted as a finalist for this prestigious award, and very rewarding for the 60 strong Support Team to have their hard work and achievements recognised in this way.

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“We received fantastic feedback from our franchisees and their clients on the support provided prior to and during the COVID-19 pandemic, and we look forward to putting forward a very strong case as to why we should win to the judging panel.”

Pip Wilkins QFP, CEO of the bfa, said: “TaxAssist Accountants has been a long-serving member of the bfa, adhering to an airtight, ethical operation. In 2019, network sales grew by 9%, as did client numbers and recruitment figures as, despite a struggling high street, the business excelled.”

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Andrew Brattesani, Head of Franchising, HSBC, said: “TaxAssist’s initial training for new franchisees and ongoing support is rigorous, with other courses available and optional for franchisees and staff, such as the Management Development Diploma, which has had a very good take up.”

If you are interested in joining TaxAssist Accountants, it is holding monthly Virtual Discovery Days where you can spend a day with the team to find out more about the business opportunity and support on offer.

TaxAssist Accountants drives up growth with new client campaigns

July 20, 2020

New advertising campaigns highlight the benefits of being a client of a proactive and innovative network of accountants.

 
On the back of successfully delivering services, support and guidance to its 77,000 clients during the COVID-19 pandemic, TaxAssist Accountants is launching new campaigns to attract new business start-ups and those wishing to switch over to a more proactive and supportive accountant.

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James Mattam, Group Business Development Director at TaxAssist Accountants, explains, “We’ve had some fantastic feedback from the network’s clients on the speed and comprehensiveness of communications we’ve been providing. The support delivered by the accountants during the lockdown, has made a huge difference to them personally and professionally, as well as ensuring their business’ ability to survive.

“We are now targeting those looking to start a business and business owners who feel unsupported by their current accountant through this challenging time. We believe they will benefit enormously from the quality and breadth of services that TaxAssist Accountants offers, including the very latest software and apps.

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“We have also been running a series of webinars to raise our profile with business start-ups, the first of which, ‘Starting a Business’, was held on 1st July. We have also created a new dedicated client hub on our website full of useful content to support clients to manage their business’ finances and to work closely with their accountant in the post COVID-19 environment.”

TaxAssist Accountants across the UK have been incredibly busy over the last few months helping clients with grants, funding applications and furloughing claims. All have continued to fully operate, reporting new business enquiries and client referrals throughout lockdown. Clients can make an appointment either via telephone consultation, video consultation or as they gradually begin to re-open, by visiting a shop or office.

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TaxAssist Accountants has ambitious growth plans and also wants to talk to retiring accountants, or those seeking to sell their practices at this time. They can be introduced to a TaxAssist Accountant who is interested in buying a block of fees and will incur no broker fees by selling directly to the franchisee local to them.