Accountants - Solutions

Gain Insight, Save Time, Earn More & Deliver Profound Solutions to Clients

A system designed for you to gather information from clients, enabling you to gain a deeper insight into their businesses and their knowledge, allowing you to adapt your services accordingly.

Our easy to use business diagnostic tools can help you to Win more business and develop stronger relationships with your clients - 10 reasons to buy                             

It’s an interactive web based system that can:- 

  • Provide you with pre-designed business diagnostics to use with your clients
  • Help you design questionnaires and surveys in minutes using our templates.
  • Instantly deploy online to your clients as soon as you’re ready to go. 
  • Automatically generate professional reports branded to your business.

Pre-designed questionnaires for you to run in your brand.  Reports pre-written with recommendations, hints and tips – a valuable time saving solution to gathering information about your clients and prospective clients.

To organise your free online demo click here or try before you buy with one of our mini business diagnostics

Accountants use Taylored Business Systems to:-

  • Provide their clients with valuable information to help them manage through a down turn.
  • Gain a comprehensive insight into the internal workings of their client’s business and match their services.
  • Win a wider range of business from both clients and prospective clients.
  • Help clients implement change, improve efficiency and meet their strategic goals.
  • Develop longer and stronger client relationships
  • Gather data to support strategic decision making processes such as investment decisions. 
  • Provide a value added service to clients, at minimal cost

Designed by Professionals for Professionals

We’ve done the hard work for you and designed diagnostics that you can use out of the box, in your branding or as part of our system.   Read more about each of them below.

New Business Business Overview     Marketing Financial Awareness Managing in an
Economic
Downturn

Entrepreneurial Assessment

Motivators
Aptitude
Attitude

Business
Health Check

Planning
Clients
Offering
Operations
Financials
Marketing
People

Marketing


Planning
Clients
Offering
Stimulation
Communication
Activities
Brand

Financial Awareness

Planning
Reporting
Systems
Stakeholders
Risk

Recession Proofing

Cash Management
Profits
Sales &
     Marketing
Customer Care
IT
Human 
   Resources

New Business

Planning
Clients
Offering
Operations
Financials
Activities
Brand

  

Customer Care

Meeting Expectations
Expertise Knowledge
Offering Services / 
    Products
Effective 
   Communication