This milestone marks a significant expansion of her expertise, adding to her accounting and Tax Agent services allowing her to offer a wider range of finance and lending services to small businesses and individuals.
Suman’s Journey
Suman, who has already been assisting clients with Bookkeeping, Payroll, Accounting, BAS, Company Tax Returns and Individual Tax Returns as part of her tax agent services, recently completed her Certificate IV in Finance and Mortgage Broking and Diploma of Finance and Mortgage Broking Management. These prestigious qualifications enable her to provide clients with expert guidance on home loans, refinancing, asset finance, loan restructuring, and commercial lending solutions.
With a strong background in accounting and finance, Suman’s additional skills in lending and mortgage broking will help clients navigate the complexities of securing loans and managing debt. Her ability to offer these services through TaxAssist’s growing number of partnerships ensures a comprehensive tax and advisory service for individuals and business owners alike.
From the CEO
Mandy Sigaloff, CEO of TaxAssist Accountants, praised Suman’s latest achievement:
“Suman’s commitment to expanding her expertise is a testament to the high level of service she provides local businesses and individuals in Ballarat. With her new qualifications, she can offer tailored finance and lending solutions beyond tax and accounting, making her an invaluable resource for clients seeking lending and refinancing options.”
Expanding TaxAssist’s Offering
With these new credentials, Suman is now positioned to further diversify her income streams as well as providing clients with a comprehensive suite of monetary services, including:
Mortgage broking – Helping clients find and secure the best home loan options for owner occupied or investment properties held personally, in a Trust or in a SMSF
Refinancing – Assisting homeowners in restructuring existing loans for better rates
Asset finance – Supporting businesses in acquiring equipment and vehicles
Commercial lending – Helping business owners secure funding for expansion
Loan restructuring – Guiding clients through debt consolidation and loan adjustments
By integrating these value-added services into her TaxAssist practice, Suman is enhancing her practice’s client retention on top providing end-to-end tax and business advisory solutions, ensuring that clients receive expert advice tailored to their needs.
If you are an accountant or tax professional looking to expand your services and grow your business, now is the perfect time to explore the four ways to join TaxAssist Accountants. With the addition of mortgage broking, insurance, and finance lending services, franchisees now have even more opportunities to increase revenue and provide greater value to clients.
Join our Free Webinar to learn more
Mandy Sigaloff, the CEO of TaxAssist Accountants is hosting a free webinar on the 2nd of April to explain more about the flexible ways to join the small business tax, accounting and advisory franchise and is encouraging interested parties to register. Click here to register.
Ready to take the next step?
You can also book a Discovery Session with Mandy Sigaloff, CEO here or call us at 1300 513 334.
