TaxAssist Accountants in Poole welcomes new owner

March 21, 2022

Martin and Liz Tapley have sold their franchise to new franchisee David Pearce.

In December 2021, after 14 highly successful years as TaxAssist Accountants, Martin and Liz Tapley realised their investment following a franchise resale to new franchisee David Pearce.

 
Martin looks back with pride when he considers how their practice developed over the years.

“A lot has happened and a lot has changed since we started out as TaxAssist franchisees in 2007,” he explains. “Our boys were seven and five years old and Liz, who had had a career break of nearly eight years, had never encountered a mouse – at least not the type of mouse required when working on a laptop – so the training proved to be beneficial from day one!

Related: Bookkeeping, Financial and Accounting Franchise UK – Wonderful Opportunities for Skilled Entrepreneurs and Franchisees

“Within six months we proudly opened our first shopfront, (the franchise’s 50th at the time) and set about building our client base.

“Nearly 15 years later, and 1.9 miles from our original location, we are now happy to hand over the reins to David and his wife Adele who will be working with a fabulous team, who have helped us build a 400+ client base – and a brand that has become trusted, well-established and well known around the Poole area.

“We will remain life-long fans of the partnership we discovered, the team we worked with and the model we invested in – TaxAssist Accountants, so a big thank you to everyone involved in our journey. For us this was, without doubt, the most rewarding time in our careers.”

Related: Accountancy & Financial Franchises – Search Franchise Reviews Directory

Experienced accountant David is quick to praise Martin, Liz and their team for the business they have built up: “When I was carrying out my research and due diligence, this opportunity really stood out. The shop looks great and is brilliantly located, the practice has happy and engaged staff and was run very efficiently, with a solid client base and great reputation. This has ultimately meant that the transfer of ownership has been smooth, with minimal disruption to staff or clients.

Related: TaxAssist Accountants Franchise

 “My wife and I are very excited to have joined the franchise and are looking forward to what the future holds for us as TaxAssist Accountants franchisees.”

 If you are interested in purchasing an established TaxAssist Accountants practice, we have a variety of franchises currently for sale all around the UK.

The TaxAssist Direct Group makes changes to its Board

February 9, 2022

Daren Moore FCCA becomes Group Managing Director, Sarah Robertson becomes Group Director and the UK Managing Director, while TaxAssist Franchisee Mike Melling is appointed as new Group Development Director.

 
After 22 years at the helm of The TaxAssist Direct Group – which includes the TaxAssist franchise in the UK, Ireland, Australia and North America – Karl Sandall has stepped down as Group Chief Executive Director along with Phil Sullivan, Group Finance Director, who has been with the business for 14 years.

They are now embarking on new roles as non-executive directors and will be advising and supporting the Executive Director Team. This comes after Karl and Phil sold a large percentage of their shares, resulting in franchisees taking ownership of almost 60% of The TaxAssist Direct Group Ltd.

Related: Bookkeeping, Financial and Accounting Franchise UK – Wonderful Opportunities for Skilled Entrepreneurs and Franchisees

Daren Moore FCCA becomes Group Managing Director, and will oversee the entire Group operation, expansion and development of the franchise and various client services. Sarah Robertson becomes Group Director and UK Managing Director and will be focused on looking after all aspects of support provided to the UK network. James Mattam continues in his role as Group Business Development Director, focusing on driving client acquisition across all Group companies.

TaxAssist Accountants franchisee Mike Melling has been appointed as Group Development Director, a role he will undertake while continuing to operate his highly successful multi-site franchise in Buckinghamshire and Hertfordshire. Mike is also a director and investor in TaxAssist Direct USA Inc and in the soon to be launched TaxAssist Financial Services.

Related: Accountancy & Financial Franchises – Search Franchise Reviews Directory

Daren said: “I would like to thank Karl and Phil for the tremendous energy, enthusiasm, dedication and professionalism they have both brought to The TaxAssist Group over the last two decades, helping to make it the global success story it is today.

“I would also like to thank our fantastic franchise network in all of the countries we operate, who have provided the ultimate vote of confidence in us as a board and the TaxAssist business model, by choosing to invest in the TaxAssist Direct Group, which we believe to be the first of its kind in franchising.

“With a focused strategic plan with growth and innovation at its core, the evolution of the TaxAssist brand, and the addition of relevant products and services, as a team of directors, we have never felt more positively about the medium-term future and the opportunities it will present for our Group operations.

“We look forward to working with the TaxAssist Support Teams and franchisees across the world to exceed our plans and share in the fruits of that success.”

Related: TaxAssist Accountants Franchise

New TaxAssist Accountants in Exeter

December 30, 2021

TaxAssist Accountants – Lindsay MacKenzie is the latest franchisee to open a new premises, operating from 1 Pinhoe Road in Exeter.

In fact, Lindsay MacKenzie is not new to TaxAssist Accountants, having previously run a successful franchise in Reading.

 
Passionate about her work, Lindsay is looking forward to becoming an integral part of the small business community in her area.

“I love Exeter and am looking forward to building a life here,” said Lindsay. “My long-standing objective is to grow both personally and financially, while helping others to do the same. It’s very important to me that my work makes a meaningful difference to the lives of others.

Related: Bookkeeping, Financial and Accounting Franchise UK – Wonderful Opportunities for Skilled Entrepreneurs and Franchisees

“Being part of the TaxAssist family is an absolute privilege. With the help and guidance that is available to me, I know my practice will get off to the best possible start and that I will be supported every step of the way. I am very proud to be part of the leading network of small business specialist accountants.

“My clients will have access to a full range of accountancy services, as well as financial, business planning, cash flow and tax advice, all delivered with my personal touch, backed up by the might of the TaxAssist network.

Related: Accountancy & Financial Franchises – Search Franchise Reviews Directory

“And with access to the latest accounting and bookkeeping software and apps, I can offer my clients time savings and efficiencies, so they can concentrate on growing their businesses while I look after their books.

“I’d encourage anyone interested in finding out more about TaxAssist’s services to contact me for a free initial consultation – either face-to-face, by telephone or by video call.”

Related: TaxAssist Accountants Franchise

As well as: self-assessment tax returns, year-end accounts, payroll, bookkeeping, VAT and digital returns, TaxAssist services include: R&D tax credits, employment law, business-starts ups and debt recovery.

If you share a passion to help your local businesses, a TaxAssist franchise can provide the systems and support you need to be successful. Regular Virtual Discovery Days are being held, where you can find out more about the technical, marketing and business development support on offer.

TaxAssist Accountants ends 2021 with launch of two new practices

December 15, 2021

TaxAssist practices will soon be launching in Enfield and Hendon Central.

Two new franchisees have just completed the final TaxAssist Accountants initial training course of 2021, rounding off a successful year of expansion for the small business tax, accounting and advisory franchise.

 
Shayo Badejo will be operating from Enfield and is a highly skilled finance professional with more than 15 years of experience within different sectors of small and large organisations. Shayo was introduced to TaxAssist by a friend who also runs her own successful TaxAssist franchise. Having always been keen to establish her own business, the positive feedback Shayo received was the catalyst she needed to join the franchise.

Related: Bookkeeping, Financial and Accounting Franchise UK – Wonderful Opportunities for Skilled Entrepreneurs and Franchisees

“I have always loved the accounting profession, but I realised that my passion is helping people and providing solutions to their accounting needs,” explained Shayo. “In addition, I am passionate about seeing clients’ businesses succeed. I believe that the TaxAssist model will allow me to offer each client a flexible, friendly and professional service tailored to their unique needs.

“The TaxAssist virtual training course was excellent, and I consider it the pathway to running a highly successful practice.”

Faheem Rathor started his career in practice more than 20 years ago and held senior roles in industry for much of this time. He decided the time was right to use the knowledge and experience he has built up to help businesses in his local community of Hendon to become more profitable and successful.

Related: Accountancy & Financial Franchises – Search Franchise Reviews Directory

“I have a range of skills and business experience which I am now keen to pass on,” Faheem said. “I decided quite early on that a franchise model would be the best option to take because of the established processes, support and systems, as well as assistance along the way to build a client base.

“TaxAssist stood out as an organisation that would help me to achieve my business goals and I was keen to become part of an expanding and successful franchise with the underpinnings of one big happy family. Although I am just getting started, I’m very excited about the journey and opportunities that lie ahead.”

If you share a passion to help your local businesses, a TaxAssist franchise can provide the systems and support you need to be successful. Regular Virtual Discovery Days are being held, where you can find out more about the technical, marketing and business development support on offer.

Related: TaxAssist Accountants Franchise

Record new client leads for TaxAssist Accountants

November 24, 2021

Online investment, advertising campaigns, new initiatives and content and promotional materials help to support franchisees’ growth and profitability through the pandemic.

 
TaxAssist Accountants can reveal that its many business development activities have led to record breaking new client lead numbers in 2021, despite the social and economic disruption caused by COVID-19.

The sixteen strong Business Development team at the TaxAssist Accountants Support Centre, assisted by specialist marketing agencies, have continued to research, trial and review new marketing initiatives, which have run alongside many established and proven campaigns with outstanding results.

Related: Bookkeeping, Financial and Accounting Franchise UK – Wonderful Opportunities for Skilled Entrepreneurs and Franchisees

James Mattam, Business Development Director, said: “Our network have all worked so hard through the pandemic, providing high service levels to clients and it’s fantastic that our website, newsletters, guides, webinars and marketing campaigns are delivering such high numbers and we’re looking to improve on this before the end of the year.

“The reputation of the brand is strong on the back of our advertising efforts and the service provision from the franchise network. This makes lead generation much more possible at a time where we’re keen to continue growing.

“We are also able to automate much of the marketing of a franchisee’s practice through an email marketing management service and social media activity, meaning franchisees can free up their time to focus on running and growing their practice.

“Indeed our Support Centre team won a ‘Best Franchisee Marketing Support award’ last year for the substantial financial investment the franchisor made to the brand awareness budget and the increased marketing support measures which were put in place during the pandemic – proving that being a part of a franchise network really offers a layer of protection during tough times.

Related: Accountancy & Financial Franchises – Search Franchise Reviews Directory

“We are always seeking to deliver more leads and brand awareness in order to drive more clients into our accounting firms to support growth and profitability, and we will be working hard to maintain and better these results as we head towards, what I am sure, will be a very busy tax season. Additionally, with more service lines being rolled out shortly, there is much scope for cross selling and further income generation for the network.”

Franchisees joining the TaxAssist Accountants network benefit from a suite of marketing initiatives including a national lead generation service, with a guarantee of a minimum of 25 free initial leads delivered in their first year of operation.

Full marketing training, guidance and support is provided, and a business toolkit and marketing resources are available, alongside email newsletter production and delivery and social media management to assist with communicating to clients, potential clients and referral contact with value added content.

New franchisees also benefit from a dedicated TV advertising campaign and a direct mail campaign to raise extra awareness for launching their practice. This supports client acquisition and referral opportunities and helps to grow a local brand presence for each franchisee in their territory.

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

Related: TaxAssist Accountants Franchise

New TaxAssist Accountants in Barnstaple

October 21, 2021

The growing TaxAssist Accountants Network now covers 248 areas all around the UK from 409 shops and offices.

Following an online onboarding journey, and completion of his virtual Initial Training Course, Robert Miles will shortly be launching his own TaxAssist Accountants practice in Barnstaple.

 
Robert is a CIMA-qualified accountant with a BA in Accounting and Finance. He has a background in distribution, manufacturing, warehousing, margin and cost review, where he worked his way up to Head of Finance.

Having lived in Devon all his life, he is passionate about building a practice in and supporting his local community.

Related: Bookkeeping, Financial and Accounting Franchise UK – Wonderful Opportunities for Skilled Entrepreneurs and Franchisees

“I have worked with small, family and growing businesses most of my working career, and have extensive experience of introducing robust procedures, managing, developing and mentoring teams and driving growth and efficiencies,” explained Robert. “I have a strong work ethic and am really looking forward to meeting with and assisting businesses in and around Barnstaple, and ensuring they receive the very best tax, accounting and advisory service.”

Seth Brown, UK Recruitment Manager, said: “From all of us at TaxAssist Accountants, I would like to extend a warm welcome to Robert, who I know is looking forward to getting started.

Related: Accountancy & Financial Franchises – Search Franchise Reviews Directory

“As our network continues to develop around the UK, I’m really keen to speak to accountants or finance professionals, from industry or practice, about the potential that a franchise with TaxAssist Accountants offers. Our accountants continue to be very busy, and client demand is increasing, as business owners look for local, accessible accountants that can provide them with the advice and support they need to help decision making, implement change and plan for the future.

“While the initial training course is running virtually, TaxAssist Accountants is pleased to offer a cash back deal to new franchisees of £4,000 on the franchise fee.”

If you share a passion to help your local businesses, a TaxAssist franchise can provide the systems and support you need to be successful. Regular Virtual Discovery Days are being held, where you can find out more about the technical, marketing and business development support on offer. Call 0800 0188297 or submit an enquiry here to register your interest.

Nine franchisees celebrate 15 years with TaxAssist Accountants

September 28, 2021

2021 has seen several TaxAssist franchisees across the UK celebrate landmark anniversaries

TaxAssist Accountants has recognised the brand loyalty of nine of its franchisees with gifts to celebrate their 15th year in practice with the franchise.

 
Keith Adams (Bath, Bedminster, Bristol South and Clifton), Steve Andrew (Oldham), Nick and Pat Brook (Barnsley, Huddersfield and Sheffield North), Drazen Coric (East Finchley), Dave Forrester (Bingley, Ilkley and Keighley), Gary and Cheryl Jacks (Chester, Ellesmere Port, Wallasey and Queensferry), Indira Mandalia (Pinner), Alex Smith (Peverell and Plymouth) and Ian Smith (Horfield) all now operate substantial practices, having started with no clients back in 2006. Some also operate from multiple premises and have more than one franchise territory.

Related: Bookkeeping, Financial and Accounting Franchise UK – Wonderful Opportunities for Skilled Entrepreneurs and Franchisees

Alex Smith praised the franchise, which he joined when he was 30 years old, after deciding to relocate from Surrey to Devon to start a family and a new life.

“Thank you so much, the time really has flown, it is a significant milestone. When I joined, I’d had three previous roles, none exceeding four years and I hadn’t really found my true vocation if I’m honest,” said Alex.

“TaxAssist has given me this and so much more. I often consider myself so lucky to have foundTaxAssist Accountants  a career and ‘extended family’ of colleagues where I do genuinely enjoy working. So, thank you to all the Support Centre team. A truly unique company.”

Related: Accountancy & Financial Franchises – Search Franchise Reviews Directory

Drazen Coric was also keen to praise the franchise, adding: “I have enjoyed my time with the network and will hopefully continue for many more years to come.

“It is great to be able to work within our local community and help small businesses and individuals with a range of services. This has seen my wife and I make many new friends and acquaintances over the last 15 years.

“Thank you to the Norwich team for all support and encouragement you have given us in this time.”

Ian Smith added: “15 years has passed by so quickly and I have grown as a person from a standing start to running my own profitable business – I could never go back to working for someone else. Thanks for all the support and the opportunity to build my own business – it’s been an experience that fulfilled one of my earliest ambitions to be my own boss.”

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

Related: TaxAssist Accountants Franchise

New staff recruited to TaxAssist Group support teams

August 5, 2021

New recruits have recently joined the in-house Payroll and Tax Consultancy and Technical teams, Business Development, Global and HR teams to meet growing demand from the TaxAssist global network.

As the TaxAssist Accountants franchise network grows, now standing at 268 franchises globally, recruitment of new staff has continued apace across a number of teams, bolstering support and services to franchisees and their clients.

 
While the Norwich-based Support Centre is still officially closed due to the Covid-19 pandemic, this has not hindered recruitment, with vacancies quickly filled with top quality candidates.

The two in-house teams, which offer bespoke services for franchisees, continue to go from strength to strength. The Payroll Team has doubled in size having taken on a new Team Leader Zoe Scarff, who is joined by Payroll Administrator Katherine Aves.

Related: Bookkeeping, Financial and Accounting Franchise UK – Wonderful Opportunities for Skilled Entrepreneurs and Franchisees

Diane Deller, who heads up the Tax Consultancy Team, has recently been joined by two further Tax Managers. Both further enhance the range of services that the team provides. Victoria Seeley CTA will be working with both the Technical Team and with Tax Consultancy Team to provide additional resource, working in the area of personal tax after some excellent experience gained with local and national firms. Josh Smith, ACCA CTA, previously worked for a large regional firm of accountants, focusing on corporate tax advice, which complements the existing services TaxAssist provides to its franchisees. Administration Officer Millie Hendrey has also joined the team to provide extra support.

Victoria Morgan has joined the Business Development Team as Group Marketing Manager (Maternity Cover). Victoria is a qualified marketing professional, with senior management experience in developing and delivering marketing strategies to drive sales and growth, in both B2B and B2C environments. Reporting to the Group Business Development Director, Victoria oversees the Marketing, Communication and Inbound teams, implementing the national and local marketing campaigns for the acquisition of network leads.

Related: Accountancy & Financial Franchises – Search Franchise Reviews Directory

As marketing initiatives push up telephone enquiries from clients, Amber Nash has joined the Business Development Team, working alongside an experienced team of four Inbound Executives, qualifying telephone enquiries from clients on behalf of franchisees.

With TaxAssist Accountants now having expanded to the Republic of Ireland, Australia, the USA and Canada, Harry Brown has joined the Global Team as Recruitment Officer. He is providing support in all countries to the Managing Directors, Master Franchisees, Area Representatives and the Global Team at the Support Centre.

Jill Mackman joins the Support Centre Team as Group HR Manager on a permanent basis having been in this role on a temporary basis since February 2020. Jill also works as the PA to the Group Chief Executive.

Related: TaxAssist Accountants Franchise

New TaxAssist Accountants shop in Inverurie

July 19, 2021

Steven Mearns and Cameron Allan have opened their third shop at 25 West High Street in Inverurie, which will operate alongside their shops in Aberdeen and Banchory.

 
Inverurie has recently seen an influx of new businesses – a new TaxAssist Accountants shop included – meaning, according to Grampian Online, that “there are more firms trading than there were prior to start of the pandemic last year”.

Steven Mearns is excited by the potential that his newest shop offers, saying: “We’ve all been very busy over the last year supporting our clients and have still managed to grow the practice, as we’ve seen a growing number of new business start-ups, hence the decision to open our third shop.

Related: Bookkeeping, Financial and Accounting Franchise UK – Wonderful Opportunities for Skilled Entrepreneurs and Franchisees

“Inverurie is a vibrant town and attracts a lot of new businesses, particularly independent operators. With foot fall increasing, and people eager to get out and about and spend money, things are certainly looking more positive for our high streets. We are all keen to support each other and promote the buy local message and I’m looking forward to getting to know my fellow small business owners in the area.

“We offer businesses and individual tax-payers advice and support with all of their tax and accounting needs, as well as a range of advisory services, including business planning, Cash Flow Management, R&D tax credits and estate and life planning.

Related: Accountancy & Financial Franchises – Search Franchise Reviews Directory

“If anyone is interested in in finding out more about our range of services, please do contact us for a free initial consultation – this can be by telephone, online or face-to-face whatever is preferred.”

If you share a passion to help your local small businesses, a TaxAssist franchise can provide the systems and support you need to be successful.

Regular Virtual Discovery Days are being held, where you can find out more about the technical, marketing and business development support on offer. Call 0800 0188297 to register your interest.

Related: TaxAssist Accountants Franchise

 

New TaxAssist Accountants shop opens in Market Harborough

May 21, 2021

Paul Simpson has recently opened his first shop at Myriad House, 114 St Mary’s Road in Market Harborough.

 
Paul Simpson launched his TaxAssist Accountants business in March and has already made a real impact on his local community, with his enthusiasm, energy and mission to ‘Help small business owners realise their dream’.

His welcoming shop, in the heart of Market Harborough, offers businesses and individual tax-payers advice and support with all of their tax and accounting needs, as well as a range of advisory services, including business planning, Cash Flow Management, R&D tax credits and estate and life planning.

Related: Bookkeeping, Financial and Accounting Franchise UK – Wonderful Opportunities for Skilled Entrepreneurs and Franchisees

Paul said: “I am delighted that the shop has opened on schedule on 17th May 2021. This was always the intention to fit in with the Government roadmap and the easing of restrictions. The shop is a lovely relaxing environment to work in, and everyone that walks past is having a good look! I would encourage anyone interested in finding out more about our services to contact us for a free initial consultation – either face-to-face, by telephone or online.

Related: Accountancy & Financial Franchises – Search Franchise Reviews Directory

“I have been working hard networking and promoting the business, and I’m pleased to say I have already signed up 26 clients, and I am actively speaking to another 22 potential new clients. I have ambitious growth plans, and plan to open further shops in the local area over the next few years.”

If you share a passion to help your local small businesses, a TaxAssist franchise can provide the systems and support you need to be successful.

Related: TaxAssist Accountants Franchise

Regular Virtual Discovery Days are being held, where you can find out more about the technical, marketing and business development support on offer. Call 0800 0188297 to register your interest.