TTPP77: How Limiting Your Tax Services Can Increase the Value You Add to Clients with Ben Westerby

Show notes: thetaxprofessionalspodcast.com/TTPP77Subscribe: thetaxprofessionalspodcast.com/subscribeTake control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourseYou’ll LearnOverview of Ben’s career and what a portfolio finance director is(17:15) Why Ben has limited his services, not providing the full range of accountancy services, and why it’s good to restrict your tax services(20:00) How to get prospects or contacts to know how you can help them so they know to come to you or when to introduce you to a contact, and how to get people to see value in your advice(36:30) How to manage the situation where a client or prospect asks you to do something outside of your specialism or the services you are willing to provide and not damage your relationship with them(44:00) A discussion around referring and how Ben operates in this space – to introduce and be introduced – with it reflecting well on him in both casesResourcesMasterclasses, including:Tax Advice MasterclassTax Research MasterclassTTPP23: The Benefits of Having Your Own Tax Specialism/Niche (& Tips to Choose Yours!) with Sofia Thomas

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This podcast helps tax professionals, typically by helping you become a better tax professional, helping you pass the ATT and CTA exams, or helping you decide what you want to do with your tax career.Episodes are released bi-weekly, released on Mondays, and include a mix of solo and guest episodes.Jack Bonehill, CTA, hosts the podcast. He's an employment tax specialist, working in the area since 2015, and won Tolley's Taxation's Rising Star award in 2023. Website: https://www.thetaxprofessionalspodcast.com/  Subscribe: https://www.thetaxprofessionalspodcast.com/subscribe/  Tax Skills Masterclasses: https://www.thetaxprofessionalspodcast.com/masterclasses/ Sub Series: Tax Career Success Secrets, sharing the secrets behind tax-career success, and Tax Role Insights, giving you an insider's view into the different available tax roles.