Crunching the numbers
Friday, March 6th 2020, 9:47AM
The Adviser Platform (TAP) has launcheda new adviser accounting package to help improve efficiencies and add value to adviser businesses.
It is designed specifically to meet the accounting needs of advisers, TAP’s streamlined accounting package includes a range of services, from GST and taxation to forecasting and strategic business advice & structuring.
The introduction of an adviser accounting package adds to TAP’s growing portfolio of value-based products and services for their members. This includes a dedicated admin support team, a purpose-built CRM, and expert compliance advice and support.
TAP’s adviser accounting package is structured in light of the new financial advice regulations and requirements.
“Given the current regulatory environment, it’s important for advisers to demonstrate that they have good financial management in the operation of their business and that their business is a legitimate and functional enterprise,” says TAP managing director, Ryan Edwards.
“Our accounting package will take care of the numbers side of things to prove their business is running smoothly, as well as giving advisers back their valuable time and peace of mind. We’re also confident that the service represents exceptional value for money.”
TAP currently helps over 150 advisers with back-end admin support to enable them to spend their time working with clients to meet their needs rather than on time-consuming admin and everyday operational tasks.
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