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.

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“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.

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“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.

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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.”

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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.

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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.

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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.

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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.

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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.

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“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.

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“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.

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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.

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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.

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“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.

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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.

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.