‘Non-salesy’ Upselling of Advisory Services
The T.A.C.S App (The Advisory Conversation Starter) addresses an increasingly common challenge among accountants starting to offer more advisory services: initiating advisory conversations.
Through its “Clarity Through Numbers” assessment, leveraging AI, it identifies the client’s needs, and provides instant feedback and value, allowing advisory discussions to feel intuitive rather than sales-driven.
How It Works
Distribute the "Clarity Through Numbers" Assessment
Proactively engage your clients by sharing the “Clarity Through Numbers” assessment, designed to illuminate the financial health and potential of their business.
Deliver Immediate Insights and Advisory Matches
Your clients receive immediate insights into their business’s key areas, paired with advisory services that align with their needs.
This approach is personalized, conversational, and seamlessly integrated, fostering a natural connection to potential advisory solutions.
Elevate Firm Revenue through Insightful Conversations
Facilitate meaningful discussions with your clients about advisory services that they have identified as valuable, enhancing your firm’s revenue potential without the traditional sales pressure.
Features
Deliver Immediate Value, Not Sales Pitches
Through the “Clarity Through Numbers” assessment you can deliver tangible value to your clients, regardless of their readiness for advisory services. This strategy focuses on enriching client relationships and building trust, setting the stage for future advisory engagement.
Instant, Comprehensive Insights 24/7
Clients receive immediate, AI-assisted feedback directly on their screen, complemented by a detailed PDF report personalised to their specific business context. This 24/7 accessibility ensures they can get valuable insights at their convenience, enhancing engagement and satisfaction.
Highlight Achievements with “Top Strengths”
Celebrate your clients’ successes by identifying and applauding their top strength. This positive reinforcement not only boosts their confidence but also encourages a deeper exploration of how advisory services can further enhance their performance.
Identify Improvement Opportunities
Empower your clients by highlighting key areas where their business has the most potential for improvement. This insight helps clients understand the actionable steps they can take to enhance their business operations and outcomes.
Facilitate Self-Selection of Advisory Services
Clients are introduced to a tailored summary of advisory services, enabling them to self-identify which offerings may best align with their goals. Leveraging AI, we personalise the recommendations, providing context on why a particular service is a suitable match for their specific objectives.
Tailor Exclusively to Your Firm
Ensure your firm’s brand is consistently represented throughout the assessment experience with complete customisation of questions and outputs. This personalisation extends to all branding elements, making the entire process seamlessly integrated with your firm’s identity and value proposition.
Pricing
SMALL FIRMS
£ 79/per month + VAT
Plus one time setup fee of £995 + VAT
For firms up to 250 clients
Identify clients who want advisory
Advanced AI personalisation
Bespoke branding done-for-you
Customised based on your services
CRM integration done-for-you
MEDIUM FIRMS
£ 139/per month + VAT
Plus one time setup fee of £1450 + VAT
For firms up to 1000 clients
Identify clients who want advisory
Advanced AI personalisation
Bespoke branding done-for-you
Customised based on your services
CRM integration done-for-you
Up to 5 firm/team members*
LARGE FIRMS
£ 199/per month + VAT
Plus one time setup fee of £1995 + VAT
For firms over 1000+ clients
Identify clients who want advisory
Advanced AI personalisation
Bespoke branding done-for-you
Customised based on your services
CRM integration done-for-you
Up to 10 firm/team members*
How to Get Started
1
Book Your Demo Call
Book a free demo call so we can learn more about your accounting firm, your offering and services to see how TACS App can best help you.
2
Sign up and Get Started
Fill out a simple form asking about your services you offer and the price range for each.
3
Over to Us
Sit back as we build and design your assessment in your branding, tailoring questions and feedback to align with your unique services and firm’s USP.
Turnaround time is fast; approximately 1 week.
4
Start Sharing Your Assessment
Use our quick start guide, along with a range of resources and templates, to seamlessly implement the assessment and unlock opportunities with new and existing clients.
Frequently Asked Questions
Who is the TACS App Designed For?
Tailored for forward-thinking accounting firms equipped with a dedicated team of skilled accountants, the TACS App solution is ideal for those aiming to excel in offering advisory services and enhancing client engagements.
How Can I Identify Which Clients Are Interested in Advisory Services?
The “Clarity Through Numbers” assessment within the TACS App is specifically designed to help you determine which of your clients are interested in advisory services.
By sending this assessment to your clients, you enable them to self-select into these services based on their responses.
The assessment provides insights that indicate their readiness and interest, allowing you to tailor your follow-up discussions effectively and focus your efforts on clients who have shown a clear inclination towards these services.
Is Training or Support Provided for Using the Assessment?
Yes, comprehensive training materials, including guides, resources, and templates, are readily available to support your seamless adoption of the assessment. Our dedicated support team is also on hand to assist with any queries or needs you may encounter, ensuring you have the necessary tools and knowledge to effectively utilise the TACS App solution.