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.

New TaxAssist Accountants shop opens in Clacton-on-Sea

July 7, 2020

Stuart Burge has opened a shop at 62-64 Carnarvon Road, Clacton-on-Sea.

 
Stuart Burge, who has been temporarily operating his practice from home during lockdown, has now opened his new small business tax and accountancy shop, for businesses in the Clacton-on-Sea, Frinton-on-Sea, Harwich and Manningtree areas.

Stuart explains: “It’s been quite an undertaking to get the shop refurbished and ready for clients during these unprecedented times, but I’m really pleased with the final result and excited for the future.

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“The shop looks great and is really inviting with a central position in town with plenty of parking nearby. It showcases our services brilliantly and will be a great draw for those seeking the services of a modern accountant and business adviser utilising the very latest in software and technology with the many time and financial efficiencies this can bring.

“As a small business owner myself, I know and understand what my clients are going through right now, and I’m here to help them navigate their way through the months and years ahead. I’d encourage anyone interested in finding out more about us to pop in for a free initial consultation, but we can also offer telephone and online meetings for those clients that would prefer this method at this time.”

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TaxAssist Accountants prides itself on the level of care and service it provides to clients. Each accountant in the network has been incredibly busy in these exceptional times, providing a huge amount of additional support to clients who have been seeking clarity and guidance around grants, accessing funding and furloughing staff during the pandemic.

A COVID-19 hub has been created on the TaxAssist website with all of the latest news and guidance, and clients are kept up-to-date via text messages, emails and webinars, explaining the latest government announcements and how it affects them.

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TaxAssist Accountants offers £4,000 cash back on franchise fee

June 30, 2020

With its initial training course now running virtually, TaxAssist Accountants is pleased to offer a cash back deal to new franchisees.

 
Due to social distancing measures caused by the COVID-19 pandemic, TaxAssist Accountants is running a modified initial training course online, making use of technology to provide an engaging and interactive course that will still fully prepare franchisees for opening their practices.

Karl Sandall, Group Chief Executive Director said: “Our first virtual training course started on June 15th with two new franchisees, who having done their research and obtained their funding, are keen to get started on their journey with TaxAssist Accountants.

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“Obviously these are unprecedented times, so we are pleased to be able to offer the £4,000 cash back on our franchise fee, in recognition of the change in setting for the training course. This offering will be available for as long as we choose to run the course virtually. We do, however, look forward to welcoming any new joiners back to the Support Centre for a face-to-face follow up as soon as it is safe to do so.”

Samantha Skyring, Senior Training and Communications Manager at the TaxAssist Accountants Support Centre, explained what new franchisees can expect from the course.

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“We have had to completely overhaul the training course,” said Samantha. “which has been quite an undertaking, but vital, as we want to make sure we are able to stay engaged with each new franchisee and establish a good rapport as we would normally on our face-to-face course.

“This is important so our new franchisees get to know us all well and feel comfortable to ask us questions throughout the course. We will be using video calls, telephone, emails, instant chat features, live and recorded videos, as well as software such as Sway, Teams and Zoom to alternate our communication channels, as we introduce different members of the team and new topics. We obviously also want to make the course as enjoyable as possible, so we have designed it so that our delegates will not be sitting in front of their computer for hours on end.”

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

TaxAssist Accountants launches in the USA

May 14, 2020

Following successful expansion to the Republic of Ireland and Australia, the UK’s largest network of small business specialist accountants is now launching in the USA.

 
Having proven that the TaxAssist Accountants concept can be successfully replicated in the UK, the Republic of Ireland and Australia, TaxAssist is now offering Area Representative and single-unit franchise rights to selected states in the USA.

Karl Sandall, Group Chief Executive Director, says: “After years of careful research and planning, I am pleased to advise that we have completed the formation of TaxAssist Direct USA Inc. This has been a long-held wish of mine personally and always the company’s long-term aim, with our successful franchise model offering massive potential.”

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The shareholders are The TaxAssist Direct Group Ltd (85%), Hal and Jamie Gross (7.5%), and Mike and Penny Melling (7.5%).

Hal Gross, based in New Jersey, holds the role of President, with Mike Melling as Director. Karl Sandall, Phil Sullivan and John Chambers, (who are all Directors of The TaxAssist Direct Group in the UK) will also act as Directors for TaxAssist Direct USA Inc.

Hal is a Certified Public Accountant (CPA) with extensive experience in risk, audit and regulatory leadership roles at major global financial institutions including most recently at UBS’ Investment Bank and Citi, where he held senior positions in the Corporate and Investment Banking operational risk teams. Earlier in his career Hal also held management roles in American Express audit after starting his career in public accounting at Main Hurdman (KPMG).

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“Hal recognised the huge opportunity that TaxAssist Accountants would offer to develop and grow accounting and advisory services for small businesses in the USA,” explains Karl, “and with a strong corporate and financial background, in Hal, we saw the ideal candidate to partner with, to launch, build and mature the TaxAssist Accountants brand across the US through the Area Representative model.”

Mike Melling has had a 35-year career as a senior financial services executive in the UK, USA and Asia for American Express, GE Capital and Marsh & McLennan including board-level roles for subsidiary companies. He also served as UK President for operational consultancy Alexander Proudfoot Company serving large and mid-capitalisation businesses.TaxAssist Accountants

As well as having extensive international business experience, Mike is also a successful TaxAssist Accountants franchisee in the UK, having purchased a large single location practice resale for £1m in 2012, followed by a further resale purchase in 2015.

Karl explains: “Mike brings with him a huge amount of energy, experience and expertise. He will be able to share best practice, having successfully invested in staff, technology and client acquisition to build his practice up to a 20-person team serving nearly 2,000 small businesses, Directors and individual clients from seven TaxAssist shops and offices.”

TaxAssist is expecting a surge of interest in franchising in the USA during and post the coronavirus pandemic, as people re-think their lives.

“These are unprecedented times for everyone, but we have a very sound business model, and our services have never been in more demand, as people look to their accountant for advice and guidance during the COVID-19 pandemic, hence our confidence in continuing with our plans to launch the franchise in the USA.

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“Our business model is going to appeal to CPA-qualified accountants working in industry, individuals with a strong financial services or banking background, as well as those that already own an accounting practice they wish to develop as part of a global brand. We are looking for people who are capable of setting themselves up in business, but see the value in the brand, training, support and systems that investing in a franchise with TaxAssist Accountants brings.”

David Paulson, Senior Vice President, Franchise Development, will be seconded to New Jersey later this year, where the USA Support Centre will be based. David is working behind the scenes with the TaxAssist International Team and investors to do as much preparation as possible in readiness for the official launch which will take place at the 2020 International Franchise Online Expo on May 28-30.

The global TaxAssist network supports more than 265 franchised areas with 425 shops and offices, servicing more than 86,000 small businesses and self-employed individuals. Global annual billings are in excess of £56m.

TaxAssist Accountants offers expert guidance during the COVID-19 pandemic

May 4, 2020

The UK’s largest network of small business specialist accountants ensures its franchisees continue to lead the way.

The TaxAssist Accountants network, which looks after over 76,000 independent businesses across the UK, is proud to be delivering expert advice, tools and guidance to help support this vital sector through these difficult times.

 
Realising accountants would play an intrinsic part in helping to explain the many support measures rolled out by the Government, the TaxAssist Support Centre has ensured every franchisee has the resources they need to effectively communicate with and assist their clients.

Daren Moore, Group Commercial Director at TaxAssist Accountants, explains: “Very early on, we recognised we needed to set up a dedicated TaxAssist COVID-19 Action Group. “It produces a daily news update to each franchisee, highlighting the latest announcements and examining the finer detail of the Government’s help measures.

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“Feedback received from the network has been fantastic so far, with many praising our pro-active approach and our depth and quality of resources, which has allowed them to offer an enhanced service to their clients, who are desperately looking to them for clarity and guidance. We have also written a letter on behalf of our network, urging the Chancellor of the Exchequer to reconsider some of the measures he has put in place to support certain sectors, and attended a virtual meeting with the Small Business Commissioner at the Department of Business and Industry, where we represented the views of our network.”

TaxAssist Accountants has developed a Coronavirus Hub on its website, containing all of the latest information about what support has been made available. This has been designed to be a comprehensive guide, covering summarised advice by client type, such as businesses, employers, Directors, self-employed and landlords. Analysis reveals visitors to the website more than doubled compared to this time last year, as clients eagerly check on the latest developments.

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“Our franchisees have reported that they have been inundated with queries and have been incredibly busy helping and reassuring their clients. In turn, the Support Centre Technical Helpdesk Staff (all now working from home), have recorded a record number of calls from franchisees accessing our team of specialists,” said Daren.

“All of our accountants have access to the very latest in accounting and office software, which has paid dividends in being able to remain open for business, offering telephone or video consultations for all existing or new clients, and the ability to provide live data and reporting for clients in need of urgent cashflow projections.

“We have helped franchisees produce videos to enable them to engage with their clients and we have produced videos about the support and grants available, as well as running a series of webinars for both franchisees and clients, covering the latest position and practical guidance.”

A major strength of the TaxAssist model is the ability to support its franchisees with a centralised mailing system and social media campaigns. This means every client can be contacted quickly and professionally with the very latest developments relevant to them, a big boon for a busy network of accountants, with more than 400,000 emails sent on their behalf to date and regular posts and client guides shared on social media.

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Lloyd Evans, who owns TaxAssist Accountants practices in Kingswinford, Wolverhampton and Halesowen, said: “The constant messages we receive from clients is one of thanks for the regular updates they receive, which they greatly value. These communications bring us ever closer to our clients and supports the huge volume of telephone calls we are all making at this time.”

If you would like to contact TaxAssist Accountants to request an online chat with one of our Accountants, please call 0800 05 23 555 to discuss your needs.

If you are interested in joining the network of TaxAssist Accountants, we are holding a Virtual Discovery Day on the 21st April – please call 0800 0188297 for more information.

TaxAssist Support Centre awarded 5-Star Employer status for second year running

April 24, 2020

Following an employee satisfaction survey carried out by independent research agency WorkBuzz, TaxAssist has once again been named as a ‘5 Star Employer’.

 
Above benchmark results compared to businesses of a similar size and industry, has led to TaxAssist Accountants being awarded the ‘5 Star Employer’ accolade for the second year running.

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One of the biggest challenges faced by many organisations is recruiting and keeping the best talent available in their respective sectors.

And within the UK’s ever-changing job market, employees’ expectations are constantly evolving – they want to feel secure in their roles particularly at times such as the present, have faster career progression expectations and demand instant change in their workplace based on their feedback.

What has made gaining WorkBuzz 5 Star Employer status unique, is that it is based on confidential feedback from employees, who are invited to complete Engagement Surveys on a regular basis.

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Karl Sandall, Group Chief Executive Director, said: “We are incredibly proud that TaxAssist Accountants has once again received this award and to have received such positive feedback from the 60 members of staff at the Support Centre.

“With the world experiencing unprecedented levels of uncertainty and change right now, I hope this accolade gives our franchise network a much needed boost, knowing that they are fully supported by a happy and engaged workforce who are committed and dedicated to helping and guiding them through the months and years ahead.”

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Steven Frost, CEO of WorkBuzz, said: “For several years, we’ve been helping leading organisations gather feedback from their employees, to improve employee engagement and reduce staff turnover. Through the WorkBuzz 5 Star Employer awards, we will now be able to recognise employers who are truly leading employee engagement to improve the working lives of their people.”

For more information on the award click here.