CCH Business Fitness Updates - November 2018
Latest Content Updates #231
Accelerate December | Published November 2018
This issue focuses on what clients need to know before the Christmas closedown. Security and cashflow are priorities:
- How cyber secure are you?
- Watch out for spam!
- Are you in charge of keeping the office or work-site safe?
- Checklist: Can your business survive the holiday period?
- How to enjoy all the bells and whistles without the tax headache
- Holiday cashflow blues
- Business Health Check
- Key tax dates
When clients read Accelerate and call you for more information about better ways to manage cashflow across the closedown and a potentially lean January, you also have some additional resources available.
- smartAR (Accelerate article page 4) offers all Business Fitness clients a 20-page complimentary cash flow improvement guide “It’s Your Money, So Don’t Play Bank”. Discover the 6 proven strategies formulated to help professional service firms get paid faster, for a healthy positive cash flow within their firm. Click here to access!
- See the article below for more information about the TMNZ guide on explaining tax pooling to clients.
New Clients Onboarding | Published November 2018
We’ve developed some new tools and updated existing content to help with new client onboarding:
- New Client Business Structure New!
- New Clients Progress Chart New!
- ID and Proof of Address guide New!
- New Clients letter before initial meeting New!
- Engagement letters for new and existing clients
- New Client Welcome Letter
- Client Screening procedure and form
- New clients procedures
New Guide for Accountants
Explaining tax pooling to clients can be tricky. TMNZ have put together a downloadable resource so that those conversations become a breeze. Download it here.
Here’s what the guide covers:
- Introduction to tax pooling
- Solutions and benefits
- Client scenarios
- How to get started with TMNZ
- Useful content
We love hearing from you! Have any questions or feedback? Then drop us a line.
Need more information?
Contact the CCH Business Fitness team:
Phone 0800 10 58 60
Mail: P.O Box 10391, Bayfair, Tauranga 3152 Street: 68 Paterson Street, Bayfair, Tauranga 3116