YIDAO

Choosing a provider, fees and partnership

How can bookkeeping firms and tax advisers move into higher-value work?

One way is to become the front end of a professional delivery network: you find and qualify clients and keep the relationship, while diagnosis, solution design, delivery and sign-off are carried by experts in the back office, and fees are shared by depth of involvement.

  • Yidao's Industrial Partner Programme has three roles, referral, delivery and regional partner, with no joining fee and no deposit.
  • Opening tools: a short tax risk report and ten questions for judging whether a plant is worth pursuing.
  • Client ownership is bound when the case is opened and locked at signing; the client's contact is always the partner.

Have a specific problem and want a professional view on it?

Tell us the facts and we will tell you what kind of problem it is, how it is normally handled, and how far it can realistically be pushed on the evidence you have.

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