Pre Year-end Tax Planning Meetings

Part of the M.A.D. Practice Guides Series

MAD stands for Management, Advisory and Development.

The writers at 2020 have over 50 years combined consulting experience to accountants and tax advisors and are authors of books, articles, manuals and publications world- wide. They work with some of the most exciting and innovative firms in our Industry.

2020 have produced a series of simple and easy to follow practical guides to help you improve and grow your business. These guides contain example scripts, (e) letters, planners and other useful material to help you make changes and help you succeed.

If you are looking to grow and develop a profitable accounting practice then you will find these guides an essential resource and reference.


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Pre Year-end Tax Planning Meetings





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Product Description

How to make sure you talk to ALL clients about pre year-end tax planning

All businesses, whatever their size, benefit from a call or meeting pre year-end to discuss their situation and look at any planning opportunities available to them. Even if they do not want to do anything, it’s an important exercise in client care and lets them know you are thinking about them.

Still many firms don’t do this and we believe they are missing many opportunities to discuss clients’ future plans, aims and hopes and to add value to the relationship.


  • Installing a pre year-end system
  • Sending the letter or email
  • Personal Objective
  • Key Challenges
  • and many more!


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