Start an Accounting & Tax Practice (NON-TAX or TAX AGENTS) metro & country sites

6 days ago

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Summary

$0 - $15k (LOAN OPTION AVAILABLE). Non-tax & tax agents. Tax experience isn't essential if you're learning focussed and driven to grow a non-seasonal practice with our support or fast-track options.

Location Details

Adelaide (SA), Australia, Metro-Country, National
Australia-wide franchises, and ability to gain clients from any location. Take advantage of a wide promotional area, and work opportunities. Tell us where in Australia you want to base your business and we'll tell you if the location is available.

Marketing support

We provide an extensive digital marketing campaign for the Success Tax Professionals brand to promote recognition and improve the response rate of a Franchisee's own advertising campaign. Marketing support includes:

• Official web-site with Office Locator and optimised profile page for each practice.
• SEO on select online digital mediums for each practice.
• Access to in-house advertising templates, artwork and products.
• One to one guidance and development of campaigns.
• Demographic assessment and advice for commercial set-up.

Training provided

High levels of training and support are available on a permanent basis.

Download our Information Pack to read about our dedicated structured support and training.

• Induction training
• In-house formal training programmes
• 1 to 1 training
• Technical feedback
• Online members' resources centre
• Self-paced learning modules
• CPA mentoring
• Supervision
• Fast technical support response times
• Guidance to fast-track and buy clients

Our training and supervisory programmes have passed assessment by the Tax Practitioners Board.

Skills

You need to be self-motivated and willing to learn. Our industry is subject to constant policy and product changes. Participation in our professional development programmes is essential for non-tax agents as part of their supervision and learning curve.

Non-tax agents require at least an accounting qualification and 6-12 months accounting experience - Australian or overseas can be considered. Tax experience is not essential.

Franchisees should aim to finish any extra studies set by the Tax Practitioners Board within 3 years of joining.

Length of Agreement

Our Franchises are designed for applicants who see themselves running a full-time practice within two years, working towards tax agent status (if not a tax agent), and having a non-seasonal workload.

Success Tax Professionals Franchises are for a period of 20 years and renewable at no cost.

Franchisees' circumstances can change due to retirement, health or other reasons. We have a well structured exit process that allows for Franchisees who need to opt-out at any point in time, to realise the value of their business equity and move on.

About the Opportunity

OUR TIMELINE:

We commenced offering Franchises in WA in 2003, expanded into VIC in 2010, and other states in 2011. Our Franchisor office is in O'Connor (Perth, WA). Expansion occurred when we were satisfied our franchising system had been thoroughly tested and:

• Was able to be replicated.
• Demonstrated proven results, e.g. viable businesses and path for tax agent achievement.
• Complied with CPA standards.
• Passed Tax Practitioner Board reviews.

UNIQUE SUPPORT AND TRAINING LEVELS:

Our Franchise unlike many others is operated by a Franchising Division that exclusively develops and expands the franchising system, including:

• Devising support tools for the work place.
• Providing business programmes for growth.
• The delivery of in person and internet based training.
• Advertising.
• Analysing results and performance.
• Providing tailored learning plans.
• Administering assistance to target tax agent status.
• Reviewing best practices and implementing change.
• Provision of technical support.

RAISING THE BAR:

Success Tax Professionals Franchises are pitched at accountants who, with training, want to establish a 'true' public practice. This means providing extensive services to Individuals, Sole Traders, Partnerships, Companies, Trusts and Self Managed Super Fund clients. Services include:

• Taxation Returns and compliance,
• Proactive Tax Planning,
• Asset Protection,
• Business Advisory Services,
• BAS and Instalment Activity Statements,
• Accounting (including financial statements),
• Business structure set-up and review,
• Private ATO rulings,
• Rental properties, negative gearing, and
• Salary Sacrifice

The goal is with support and training to run a highly profitable practice that is non-seasonal and evolves to comprise a strong business client base.

Practices should not target the 5% of the market comprising price sensitive customers or overly simple tax. This unstable segment is increasingly moving across to use of free myTax. We use a flexible minimum fees document for charging clients and we focus on developing loyal and stable client bases that generate new business through referrals and that seek value added services.

OUR ACCREDITATIONS AND REGISTRATIONS INCLUDE:

• Registered Tax Agents,
• CPAs,
• Self Managed Superannuation Fund Auditors,
• Members of the Franchise Council of Australia,
• Members of the Institute of Company Directors, and
• Members of the National Tax and Accountants Association.

Make an inquiry today to learn more about the benefits of our Franchises.

Year Business Established

2003

Year Franchising Commenced

2003

Site locations

76

History

The Success Tax Professionals Franchise arose from recognition that there are accountants with a strong aptitude for public practice, but who may have never had exposure to practice life. Another reason was to provide best practices and centralised support for accountants who may already be in practice, but open to improving their results and work patterns for higher profitability.

Franchisees can operate part-time, home-based or mobile for up to two years from joining. Full-time approved commercial offices are required within two years.

Awards

Franchisees in the Success Tax Professionals group participate in our Award and Recognition programme, and can work towards becoming members of our annually assessed Top 10 Advertising Committee. Members are rewarded with a generous advertising allowance.

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