Accountancy & tax helpdesk
For many TaxAssist Accountants franchisees, one of the key reasons for joining the franchise is the extensive training, support and back up provided by the highly qualified and experienced Technical Team.
Andy Gibbs ATT, CTA, Head of Group Technical, manages the team, which includes Technical Team Leader, Claire Trudgill, FCCA, Senior Technical Manager, Gary Clark ATT CTA and Technical Managers, Philip Youngs ACCA MAAT and Rod Love-Jones.
The team provides a helpline for franchisees and their staff to use, covering queries related to bookkeeping, accounts, tax, VAT, payroll, National Insurance, tax investigation and software and a mentoring service for franchisees in the early stages of launching their practice.
The team also works closely with the TaxAssist Training Academy to offer a complete continuing professional development program using innovative online learning aids and face-to-face courses, as well as assisting with technical update days, regional meetings, training days and visits.
Tim Duffield works alongside the Technical Team in his role as Head of Group Compliance.
We have developed our own in-house Tax Consulting service based at our Support Centre in Norwich, which runs alongside our current partners.
While most tax planning needs can be supported by our franchisees, we are continuing to develop ways to broaden the range of services we can deliver to clients. The Tax Consulting team was founded in 2018, and works alongside our network to deliver more complex tax services, to help franchisees earn more fees, retain clients and win new business.
The highly qualified and experienced team is headed up by Diane Deller FCA CTA, who works alongside Claire Ellis ATT CTA, Victoria Seeley ATT CTA, Josh Smith ACCA CTA, Millie Hendrey and Josh Bothe.
We see huge potential in developing services and products that fit the needs of our existing clients, as well as providing an opportunity to attract new clients who are interested in tax planning services.
The team was founded in 2018 and works alongside our network of accountants to deliver end to end payroll services for their clients.
Using the latest technology, the payroll service is run through a leading cloud-based portal, providing enhanced functionality for the franchisee, the client and their employee.
By introducing an in-house payroll solution, this frees up time for franchisees and because it is priced at a level significantly below the typical market rate, it's also helping franchisees to achieve better profit margins and win new business.
The highly qualified and experienced team is headed up by Manager Coral Bonner-Wright, supported by Team Leader Zoe Scarff. Jo Dye, Katherine Aves, Melanie Summers and Bobbie Williams complete the team.
Fee Bank Acquisition Service
Considering the unprecedented period of change in our industry, we are seeing more and more fee banks on the market – mostly small practitioners scared by the pace of change of technology they see in the sector, the level of regulations they are having to deal with and the difficulties they have dealing with all of this, whilst trying to run their practice.
To assist you with building your business from the very beginning, we provide you with the 'Fee Bank Acquisition Tier 1 service' as part of the Franchise Package. We will pull together a suitable target list of fee banks from data lists and then approach these firms on your behalf. We will review opportunities that come out of this and then discuss funding needs with you.
It is possible to upgrade to a next tier of support, which includes help with due diligence, business planning, thoughts on structure, an overview of issues to consider in any purchase agreement, limited post-deal integration support etc. (This service does not include any legal work or tax advice, these services would need to be sourced from third parties.)
There are benefits to buying a fee bank as not only does it assist you in building your business, it can provide experienced staff members and good contact lists. Firms with a good understanding of technology can often generate returns quickly from purchased fee banks. Clients will see a smooth transition to the TaxAssist Accountants family and benefit from the enhanced range of services we offer.
Online learning facility
Regulations mean that qualified accountants and students are expected to maintain continuing professional development (CPD) throughout their working life. It is also strongly encouraged for non-qualified accountants and may well become mandatory in the future. We can offer a complete solution to this, using innovative online learning aids and face-to-face courses.
Our Support Site hosts a range of materials that are relevant to your needs as a small business adviser. In addition, completing relevant learning activities on our site will contribute towards the CPD requirements of your professional body (ACCA, ICAEW, etc). We will add materials to this catalogue to reflect current and emerging training needs and to reflect your feedback and maintain a record of the learning that you have undertaken for a period of 3 years. We will continue to support your CPD requirements by offering a range of training and reference material, through a variety of industry leading partners and from our own in-house expertise.
To ensure our network are able to give a full business-to-business service we have found strategic partners with other businesses to provide TaxAssist Accountants with additional services. Examples of 'Additional Service Providers' include auditors, general and commercial insurance, asset and invoice financing, telecoms solutions, debt recovery services, business recovery and insolvency, employment advice and many others.
Visits & technical update days
It is vital that our network receives technical updates and that we maintain high standards of accounting practice for our clients. Regional Meetings, Training Days, meetings with the Directors and visits from the Support Centre Team, plus Technical Visits all ensure this happens effectively. By utilising the latest technical solutions, our visits and training can be seamlessly delivered virtually where required.
On an ongoing basis we provide modestly priced courses at our support centre in Norwich and regionally, to keep you and your staff up to date with technical developments.
Limited Company Training is also held frequently throughout the year and provides franchisees and staff with the knowledge to deal with small limited companies. New franchisees have to attend within 6 months of starting and the existing network has the opportunity to attend again as a refresher.
TaxAssist Grantham, Melton Mowbray & Oakham
From day one the support has always been excellent. The technical support provided for myself initially, and now my staff team, has allowed us to deliver a service on a par with larger firms while keeping the personal approach of a smaller firm, that our clients seem to really appreciate.
A wealth of useful information is contained on our easy to use internal support website. The Support Site forms the blueprint for managing and developing a successful TaxAssist Accountants practice. It offers advice, technical guidance, practice management tools and allows you to book onto training sessions to name but a few features. This website has won three business awards for the way we support our franchisees 24/7.
TaxAssist Accountants guaranteed service standards
Not many independent accountancy practices in the UK will give guaranteed service standards to their smaller clients. Again, this is where our franchisees are different and stay one step ahead of the competition. We give high standards of service to our clients, so we are quite prepared to stand by these standards and set them out in a formal document to set us apart from the rest. Much more information is available on this aspect of the business, which you can see when you visit us for a discovery day.BACK TO TOP