Profit Protector
Profit Protector
Retain more of the wealth created by your MSP for Shareholders with our Tax Efficiency Review.
Step 1. Initial Fact Find
Allow a minimum of 45-minutes for a video call and come prepared with access to your personal and business finances including recent annual returns and your accounting platform.
We will guide you through the fact find, adapting our questions efficiently to your circumstances.
Step 2. Offline Review
Expect a 14-day turnaround between initial fact find and presentation stage, during which we will assess your opportunities and compile a draft Tax Efficiency Roadmap.
Step 3. Presentation
A final 45-minute time investment from you to walk through the tax efficiency opportunities, risks and practical guidance to implement.
Step 4. Actions
Implementing the Roadmap is down to you and your preferences; however, we can support you as your accountant or on a consultancy basis.
£299.00 + VAT with a money back guarantee if we don’t identify tactics worth more than the price or if you appoint MSP Finance Team for Compliance & Tax services within 6-months.
Book Review
