Work / Chartered accountant
The SME Tax Kit
An affordable first product for small-business owners. It pays for itself and feeds the accountant’s advisory practice.
01
The starting point
Most small-business owners can’t afford an accountant’s full retainer yet. They still have to keep records, file on time and avoid penalties. The accountant was turning these people away. We built a product that serves them now and leads them into the practice once they grow.
02
The product
Plain-language spreadsheet templates for records, expenses, payroll and filing deadlines, each with a short video walkthrough. A 90-minute course explains the reasoning, so owners understand what they are filling in.
The kit is a low-commitment first purchase. Inside it, the accountant offers a quarterly review, a fixed-fee check-in that turns customers into clients.
03
Brand and site
A precise, calm brand that makes tax feel manageable. The sales page shows the templates in a scrolling preview, because seeing the work is what persuades.
04
Funnel and checkout
- Free tax calendar for the year, gated by email
- Sales page with a template preview
- Checkout, with the course offered as an add-on
- Instant download and a welcome video
- Day-30 email inviting a quarterly review
05
Ads and launch
Meta ads timed to the filing calendar, when the problem is most urgent for buyers. Partnerships with SME associations bring the kit to their members at a member price.
06
What we measure
We agreed targets for each of these before launch and report on them every month.
- Tax calendar downloadsLead magnet
- Sales page conversionSite
- Add-on take-upCheckout
- Kit to quarterly reviewEmail + calendar
- Cost per sale by seasonMeta ads
Start a project
Your expertise already earns. Let’s make it earn twice.
Tell us what you do and who you do it for. If there’s a product in it, we’ll say so on the first call. If there isn’t, we’ll say that too.