Excel and Access Solutions for Accountants and Business Managers |
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Excel and Access Solutions for Accountants and Business Managers |
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Earn More Over the last few years I have developed a successful Overseas Property Portfolio, based on hours of research, visits abroad and developing a network of trustworthy, reliable professional contacts. A number of people have asked me for help to achieve the same. For example Richard a 42 year old businessman with £500k equity in his UK home and £170k equity in a Spanish rental property and no pension provision, wanted to sell his Spanish property and re-invest abroad with a view to increasing his pension potential. He was reluctant to proceed because he did not want to suffer 30% CGT and did not have the time or contacts to make the best decisions about re-investment. We have provided him with a geared portfolio of overseas properties in prime locations, acquired at genuine discount to local market values. At just 5% pa compound growth his equity, in 10 years time will have quadrupled from £770k to over £3m, with increasing rental revenues. Plus he has saved the £51k CGT bill completely legally and above board. I have set up the Tailormade for Accountants Ltd to help accountants and other professional intermediaries to provide a similar service to clients, either on a referral basis or full hands on. We will be running a series of FREE training seminars throughout the UK to help you have a better understanding of what Tailormade and its Partners can offer. Principally we have access to guaranteed 'safe' and often genuinely discounted properties (our partners buy in bulk). We are completely independent and have built and continue to build a network of trusted Developers and Agents. Your fees can be either rebated or supplemented by a share of commission (at fair and normal, NOT inflated, rates) and your clients will receive a professional service from you supported by an ongoing completely 'personal' service right through the selection, visiting, buying, renting and maintaining process. If you have clients like Richard, who need your help, you are very welcome to join one of our FREE seminars. Our website is http://www.tm4ac.com and our Seminar Program is detailed there. If you have any clients asking about overseas investment, you owe it to them to be better informed - we can help you. Remember this is a win/win/win opportunity. Your client receives a tailor-made, professional service throughout, you and Tailormade are ultimately paid by the developer and he has a regular demand from properly advised buyers for his products. Richard stands to make over £2m in 10 years at 5% pa compound growth. Most of the properties that we are sourcing in popular resorts like, Spain, France, USA, Cyprus, Dubai, Bahamas are currently growing at 20% pa or more. Somewhere in the world there is always a hot spot, our partners are out there finding them for you and your clients. We have done it for ourselves, we have helped many others and we know how to help you and your clients. Some more thoughts Decide how much you want and how much time you want to spend - believe me it works - not deciding generates a random result - you get what you focus on. Structure your operation for success by deciding on the ideal client profile and by using IT and other tools to create easily replicable processes for every aspect of your business. Maximise time with clients 1. to be more aware of their needs 2. to achieve a higher charge rate. Training staff to deal with compliance and other less skilled work will allow you to optimise your time and still keep an efficient office running without you needing to be there. Seek out clients with growing businesses and help their growth. Try to structure your business so that you serve fewer clients with higher fees. Lots of clients with low average fees can seriously affect your health unless you have some smart replicable process for a speciality service. Ask for a share in their business, this helps to keep you focussed and adds to your pension. Ask for referrals to build your client base. A good satisfied client will happily recommend you to other like minded businesses. I know a successful young practitioner who does all of this, working four days per week and earning over £10k per month. He uses the fifth day to build his property portfolio. I can help you achieve the same. I helped build a top 100 practice and went on to help build an IT business that served 3,500 practices. A vertical opportunity with our Broker Support package I have been closely involved in the development of a very powerful suite of software, which is designed to help Insurance Brokers handle their administration more efficiently and to achieve FSA Compliance more easily. Key benefits that can be experienced by your clients are: -
Risk Manager has been developed over the last three years for the specific needs of brokers ranging from small to large and is already used by over 30 staff in 5 offices daily. Any of them are pleased to help potential new users assess the benefits of using Risk Manager. You may know a Broker who could benefit from a system update or we may be able to introduce you to a Broker using Risk Manager who is looking for a more hands on service. Call me (Peter Hool) now on 01903 746896 for more information or to arrange a visit to an existing user. Most of the support for Risk Manager revolves around accounting issues. Tap into a monthly recurring revenue stream by helping your clients keep their books straight, your staff can even access your clients' data online without interrupting their work flow. Save More Excel solutions Import - Learn to use Excel as a common data platform for all your client accounting data from most standard accounting packages. Review, Amend, Create - Learn to use a few Excel utilities, Pivot Tables and formulae to review data for errors and omissions, to create supporting working papers, draft accounts and management accounts for any period and by department and by comparison with budget. Export - Learn to use Excel to Export Data to your Accounts Prep and Tax packages. In our experience you can often more than double your productivity by learning these critical automation processes and teaching them to your staff. Free PI We are putting together an interesting slant on arranging PI cover with a major insurer - use the Contact Us page if you want to be kept informed of developments
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