Over the next period of time Accountants have a unique opportunity to assist as many Business Owners as possible… particularly those who are clients.

Right now everyone in business needs help of some sort.  What’s different in the current marketplace is many more business owners are open to support than ever before.  Any partnership to provide more support will always have opportunities and risks.  Each of these perspectives needs to be evaluated to see if the “sum is greater than the parts”.  Please check out the following information to see if this perspective is something we have in common.

V I D E O  1  ( 3  M i n u t e  P r e s e n t a t i o n )

Protecting Your Client Base in Tough Times

How is business responding to the current economic climate and what is the opportunity right now to support them…

V I D E O  2  ( 3  M i n u t e  P r e s e n t a t i o n )

Working on the Nine Projects for Recovery

What are the key projects that businesses should be working on to position themselves for the next 18 months…

V I D E O  3  ( 4  M i n u t e  P r e s e n t a t i o n )

Determining if There's a Fit Between Us

Before you can decide to engage with us we need to know how we are similar and how we are different…

V I D E O  4  ( 4  M i n u t e  P r e s e n t a t i o n )

Who Actually Buys Business Improvement

Thinking about your clients who would be open to investing in business improvement is a key question to consider…

The top three opportunities we see from working together are:

Revenue opportunities for Accounting Firms to add Business Development programs that reach the vast majority of clients rather than the fortunate few

Addressing at-risk or underperforming businesses as well as those who are growing with plans for making more reliable profits and greater business value

Building stronger relationships between your firm and your clients so your dialogue and professional support moves beyond compliance and tax

Our Channel Specialists

In our network we have partners who specialise in building relationships with other business-to-business professions.

Natalie comes from a business advisory/tax background, having worked in senior roles with progressive firms over the last 20 years.  She joined TAN to enhance her skill-set to be able to offer business owners a more holistic approach to business improvement.

Amanda has launched, grown and sold multiple successful businesses over the last 15 years.  Her experience in forming long-term strategic partnerships was a key part of her interest in working with business owners.

They have successfully launched their coaching businesses utilising the systems and tools provided by TAN.

Natalie Sammons CA

Amanda Pulford

About Trusted Advisor Network

Founded by Will Fulton and Wayne Armstrong, Trusted Advisor Network (TAN) is a professional network of over 50 Business Advisors across NZ and Australia. TAN Members use world-class Consulting and Coaching Programs for 1:1 Clients and short-term group Clients in the SME Sector.  Resources include all the software, educational models, program formats, presentations, templates, workbooks and resources that our members need to be Trusted Advisors in their Local Communities and beyond.