Oct 16, 2020
BOSS gives financial planners a chance to work directly with an SMSF outsourcing team and ditch accounting firms at the same time.
Lindfield, Australia - October 16, 2020 /PressCable/ —
Nobody knows more than a financial planner the chance they take every time they give their client’s details to an accounting firm to work on a new SMSF account. They run a risk of losing that client over to another financial planner working with that accountant. And who wants to lose a client they’ve just spent good money in bringing on board? Now BOSS’ SMSF outsourcing service offers up something new for financial planners to dig their teeth into.
From record keeping to SMSF account setup, preparation work and lodging on SMSF tax returns, letter drafting, preparing work papers, accounting reports for an auditor and everything else in between, working with an SMSF team gives financial planners the freedom to know they can relax and know their clients are theirs to stay. BOSS virtual accountant team provides a fully discrete service where all work is done under a white label agreement (logos can be added to the work) giving them even more peace of mind.
While BOSS takes care of all the outsourcing accounting work, the financial planners’ only tasks are passing on their client’s details and making sure they look after their own client relationship (BOSS doesn’t have contact with them). It truly doesn’t get much easier or more appealing than that.
“If every financial planner that wanted to make more money per client were to give an SMSF outsourcing service like this a try, they would really see just how much money they’d add to their yearly profit,” said Lee Court, Sales and Marketing Manager for Back Office Shared Services (BOSS). “We’ve had great feedback from our financial planning clients saying they appreciate the discreet service as well as the wholesale prices they get on all the work. I think the trust they have with an outsourcing firm really puts them at ease and of course they love the discounted service which allows them to either add their own margins on top of the work or give their clients a bit of a discount. It’s a big win for them.”
With BOSS’ sites set on performing SMSF work direct to financial planners as they ring in their fifteenth year in business, both BOSS and financial planners are set to make waves as they broaden their reach throughout the financial planning arena.
To hire a virtual SMSF outsourcing specialist, visit www.boz.com.au
About Back Office Shared Services Pty Ltd (BOSS):
BOSS is an Australia-based outsource accounting provider that offers fixed fee services carried out by fully qualified accountants and bookkeepers to supplement accounting staff. Streamlining operations for accounting firms and business owners, every BOSS accountant is fully-trained in Australian accounting standards, Self-Managed Super Funds, tax procedures and law. All accounting outsource specialists work in BOSS’ overseas offices and never at offsite locations.
Name: Lee Court
Email: Send Email
Organization: BOSS (Back Office Shared Services) Pty Ltd
Address: Suite 2, 345 Pacific Highway, Lindfield, New South Wales 2070, Australia
Release ID: 88981149
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