
Optimise Accountants Limited
Location: Nationwide (UK) / Work from home
Target Markets: Finance & Insurance
Benefits: Working with a well-established company | Successful track record with agents or sales people | Innovative product / service | Excellent commission terms | Recurring commission | Professional training and support | Sales and marketing support | Freedom & flexibility
Terms: £100 per client + 10% recurring for 24 months
Deal Size: £100 - £1000
Sales Type: Telesales
Optimise Accountants is a UK-based specialist tax advisory firm focusing on UK property taxation and US–UK cross-border tax compliance.
We advise landlords, property investors, internationally mobile professionals and expats returning to the UK.
Our services include retained tax compliance, advisory planning, structuring support, and ad hoc technical consultations.
We are expanding our network of commission-only sales agents to introduce qualified clients seeking specialist tax expertise.
We are seeking agents to introduce:
• UK property investors requiring retained tax compliance
• Landlords affected by Section 24 mortgage interest restrictions
• Clients requiring CGT planning and exit strategy
• US citizens living in the UK requiring cross-border tax compliance
• UK expats returning from the US needing tax planning
Services include:
• Retained monthly tax services (£100/month typical entry point)
• Specialist advisory consultations (£499+ per engagement)
• Company formations and structuring advice
This is a consultative, relationship-led sales opportunity.
Established sionce 2003: Optimise Accountants is a specialist UK tax advisory firm with a strong focus on property taxation and US–UK cross-border compliance. We have an established client base, a recurring revenue model and a structured onboarding process. Our services are compliance-driven and highly relevant in the current tax environment, giving agents a clear and valuable proposition when speaking to prospects.
We previously worked with Business Development Managers who generated an average of 8–10 retained clients per month through property networking events, business networking groups and targeted online outreach. Typical agent earnings ranged between £700–£1,200 per month recurring from retained clients alone, paid monthly. We have now enhanced the commission structure by introducing a 10% recurring commission for the first 24 months, significantly increasing long-term earning potential.
Our services solve real, urgent problems for landlords and internationally mobile professionals. Key selling points include: • Specialist expertise in Section 24 and property tax structuring • US–UK cross-border tax advisory (high-value niche market) • Retained recurring compliance model • Transparent pricing • Strong reputation and technical authority This is not a generic accountancy offering — it is a specialist advisory service with clear demand.
Commission structure: • £100 upfront commission for each retained client introduced • £100 per ad-hoc consultation or company setup • 10% recurring commission on retained monthly fees for 24 months Example: A retained client paying £100 per month generates: £100 upfront + £240 recurring over 24 months = £340 per client With 8–10 clients per month, agents can build substantial recurring income.
Agents benefit from a recurring commission model rather than one-off sales only. Each retained client generates ongoing monthly commission of 10% for up to 24 months, allowing agents to build predictable and growing income over time.
We provide structured support to ensure agents can confidently represent our services: • Clear product positioning and messaging • Defined ideal client profile • Structured onboarding process • Practical sales call framework • Ongoing access to technical support Agents are responsible for generating and qualifying prospects. Once a client confirms they wish to proceed, we handle the formal engagement, contract issue and onboarding process. Additional support includes: • A comprehensive sales handbook outlining what to say in different environments (networking events, social media outreach, referrals, etc.) • A one-hour introductory sales training call at the start of the relationship • A weekly BDM networking call (Fridays at 10am) to share best practices, discuss objections and improve conversion rates Attendance at the weekly call is voluntary; agents who participate consistently tend to achieve stronger results.
We provide practical tools to help agents generate and convert opportunities effectively: • Professionally designed PDF materials explaining our services • Ready-to-use social media posts and branded images • Structured sales call guidance • A comprehensive FAQ document to help handle common objections Our aim is to give agents clear, credible resources so they can focus on building relationships and qualifying clients with confidence.
This is a commission-only opportunity offering complete flexibility. Agents can operate remotely, manage their own diary and develop their own lead sources. There are no geographic restrictions within the UK.
Target market:
• UK property investors and portfolio landlords
• Buy-to-let investors
• Internationally mobile professionals
• US citizens living in the UK
• Expats returning to the UK
• SME business owners with property portfolios
Ideal clients are financially literate, compliance-focused and seeking specialist advice rather than low-cost accountancy services.
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We are looking for experienced commission-only B2B sales professionals with one or more of the following backgrounds:
• Financial services
• Accountancy or tax services
• Property investment networks
• Mortgage or IFA referral relationships
• B2B professional services
The opportunity is attractive because:
• Recurring revenue model
• £100 upfront commission per retained client
• £100 per ad-hoc consultation
• 10% recurring commission on retained clients for 24 months
• High-value niche service
• No geographic restrictions (UK focus)
• Full product training and marketing support provided