Description
(Upsell & Retention Bundle)
Purpose & Importance
This is the key upsell bundle that converts compliance clients into advisory clients. It supports tax planning, restructuring, cash flow improvement, business performance and strategic decisions.
This bundle increases average client fees, loyalty and lifetime value.
Includes:
- Tax Planning Strategy Letter
- Advice on Capital Gains Tax (CGT) Obligations
- Guidance on Small Business Concessions
- Business Plan Review
- Budget Planning Guidance
- Cash Flow Management Report Cover Letter
- Guidance on Effective Cost Management
- Assistance with Financial Benchmarking
- KPI Analysis Report Cover
- Explanation of Working Capital Requirements
- Advice on Business Restructuring Tax Implications
- Letter Explaining Tax Implications of Business Sale
- Guidance on Setting Up a New Company Structure
- Succession Planning Report Cover
- Risk Management Advice
- Letter Explaining Business Benchmark Comparisons
- Confirmation of Out-of-Scope Work Letter
