TTPP112: Winning Tax Work: From 0 Clients to Hundreds in 4 Years with James Edwards

Hear how James Edwards has won so much tax work that he’s become too busy, so that you can win more work yourself.

Show notes: thetaxprofessionalspodcast.com/TTPP112

Subscribe: thetaxprofessionalspodcast.com/subscribe

Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse

You’ll Learn

• Into from James
• (3:45) James’s beliefs around winning tax work
• (6:30) Winning work in the beginning and did James tax on too many bad fit clients initially?
• (13:45) How James has got to the point of winning so much tax work and where it comes from
• (21:00) How James Splits his time between his 3 work-winning areas/avenues and taking risks
• (33:00) An example of how James wins tax work from referrers
• (51:00) Helping clients see the value in the work you do

Resources

Masterclasses for tax professionals:
Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidance
Tax Advice Masterclass – how to provide high-quality tax advice that clients value

Register for a free 1-month trial for Croner-I’s tax guidance/resources

Chapters

• 0:00 James Edwards episode
• 3:54 James's beliefs around winning work
• 6:34 Winning work in the beggining (starting your own firm/new team)
• 8:05 Did James take on too many 'bad fit' clients initially?
• 10:02 Complete transparency with clients and prospects
• 13:46 How has James's got to the point of winning so much tax work & where it comes from
• 16:56 Referers or intermediaries for winning work & related challenges
• 21:04 How James splits his time between his 3 work-winning areas/avenues
• 25:27 Being realistic with BD results - not seeing immediate results & taking risks
• 33:20 How to get external referrals
• 41:30 How James picks the right fee for the work
• 51:37 Helping client's see the value in your work
• 52:56 Giving away free advice