Ideas Allied Partners
You are an accountant and love what you do!
Your choice is to build your own practice and maintain your freedom. But that doesn’t mean you stand alone. Our Ideas Allied Partners solutions division, Associated Accounting Practices, supports your freedom through tailored services, power in community and strength in talents.
If you are not yet a tax agent, please click here and find out our Ideas Engine program.
It's the time to
Our values and core beliefs
- Our people are enthusiastic, positive and take ownership of what they do.
- Our clients appreciate the value of knowledge and respect quality advice.
- Our firms enables our people and clients to achieve their goals with ideas and commitments.
- Our philosophy is to achieve an outstanding result with the collaboration of multiple ‘Ideas Partners and Firms’.
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Why Join Us?
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Panbo Ye founded Tax Ideas Accountants & Advisers in 2016 with 0 client and 0 fee income. It's not an easy journey to start a business. He's been working 16 hours a day for 7 days just to survive in the first year. There are lots of noises and barriers, and focus is always an issue. Esther Gu joined Tax Ideas as a partner in 2018 and took over most tax related tasks, so Panbo could focus on perfecting the Ideas systems and offerings. He becomes a financial adviser in 2017 and started Planning Ideas. Today, The Ideas has 4 locations, 12 professoinals and almost 2,000 clients.
Before you can do your job, it takes a marketer to push the brand messages; depends on the message, the right clients will be attracted to the firm; with days or even years of consideration and negotiation, the practice manager will start onboarding process and create a workflow; the job is assigned and lodged, but it is not the end. Customer service team will ensure the clients are engaged and taken care all the time using a CRM (they can be expensive). So the accountants are happy, so do the clients. Yeah, lots of efforts!
Have an own client base
Just like our blood types, you can't match to all clients. We connect you with the right clients.
No one can be an expert in all areas, and even an expert will need an enlightenment. Join the Ideas Family, so you can use our ideas and expertise, and we can use yours. Guess who the winner is? Yes, all of us, the accountants; the advisers; and the clients.
Let's share ideas and brainstorm
Now you know why we are The Ideas! Tax Ideas | Planning Ideas | Insurance Ideas | Finance Ideas | What's next idea?
Office place, admin support, telephone lines, graduate to senior accountants, HR, IT support, etc. Pursue only your dream, we have solutions to all barriers.
A built network available now
An office? A desk? A conference room? Or mortgage brokers? Financial Advisers? Bank relationships? Yes, we have them all here.
The entry level of the accounting softwares can be expensives. For example, receipt bank itself cost $695 / month and Class system starts from $550 / month, and also Microsoft cloud; CCH iKnow etc. A efficient cloud accounting firm is paying more than $8,000 a month for its systems and it's only the entry levels.
Cloud is the future
We take away the entry barriers.
Why Are We Different?
It is a partnership, so we all Equal.
We share Your Risks, You share Our Success!
We Gurantee the Results, or You get the Refund!
Frequently Asked Questions
No, Tax Ideas is not a franchise system. You are a cash cow to most of accounting franchise systems, which the franchisor is the true winner. At Tax Ideas, you are an equal partner. We share your risks, and you share our success.
We offer three Allied Partner Memberships.
- Start-up Partner – you will obtain a client list with a value equal to the price you paid.
- Growth Partner – a client list with a value equal to the price you paid + a work station at North Sydney or Chatswood
- Senior Partner – a client list with a value equal to the price you paid + an Office at North Sydney + Telephone land line
- All Allied Partners have complimentary access to meeting rooms at Tax Ideas.
- All Allied Partners have complimentary access to monthly education.
- To become a Senior Partner, you are a CA / CPA and must have 8 years + firm experience in tax and own tax agent.
- To become a Growth Partner, you are a CA / CPA with 5 years + accounting experience and must commit 38 hours a week at Tax Ideas.
We use external training providers to deliver face to face trainings. Our Tax Partner Esther Gu is also available to answer your questions.
Tax Ideas has customer service team to support all partners. The services include client engagements, meeting reminders, followups, and more…
Tax Ideas is doing all marketing and you can also share the efforts with our support. You can grow as big as you desire.
There is NO ongoing fees pay to Tax Ideas. You are only paying the necessary softwares to the providers directly.
You have options to own a small book and enjoy work/life balance. Or, develop a big client book and go to ASX with us together.
Why Do We Do It?
We have layed the foundation, now it’s the time to build a kingdom together.
Ideas Clients are the winner of the Allied Partner arrangement. Different from employees, as the partners (you), are working for yourselves, you would give 100% to your clients. It creates a better client-focused culture at Tax Ideas.
Allied Partners (you) are the winner as you are now working for yourself and build a client list of yours. As an accountant, the clients’ list is on your balance sheet. You are no longer a figure on payroll, but an accounting firm partner, a business owner.