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Directors host series of regional meetings for TaxAssist franchisees

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Three TaxAssist Group Directors, Daren Moore, Sarah Robertson and Mike Melling, recently travelled across the UK to deliver nine regional meetings for franchisees, to provide updates on key network information, new initiatives and to share best practice.

A range of topics were discussed including:

  • UK network performance
  • Courses on offer through the TaxAssist Training Academy
  • TaxAssist Practice Engine – New Best Practice guidance
  • User Voice
  • New recommended software
  • New pricing tool
  • Customer research project
  • Evolution of the brand
  • Anti-money laundering guidance
  • Updates on complementary business services – TaxAssist Payroll, Tax Consulting, TaxAssist Financial Services
  • Plans for future complementary businesses
  • Fee bank acquisition service
  • Outsourcing options

Sarah Robertson, Group Director and UK Managing Director said: “We’ve had a fantastic four weeks catching up with franchisees face to face, to update on network performance and initiatives and to share our exciting plans for the future.
“There are so many benefits to being part of our large and successful network with the power of TaxAssist driving ever greater efficiencies, growth, profit and income opportunities. We’ve had hugely positive feedback from franchisees, and I’d like to thank everyone who attended and made the events such a success.”

Alex Mathew, TaxAssist Accountants Haywards Heath, said: “It was great to attend my first TaxAssist regional meeting. An insightful and engaging day with TaxAssist Directors updating us on the positive network performance, technological advancements and further exciting plans for the group.

“As always, I found it invaluable meeting fellow franchisees, a wide array of knowledge across the board making it a powerful network to be part of.

“Thanks to all the TaxAssist team that assisted with making this a successful and productive event to attend. I am looking forward to the next one.”

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