Optimise Accountants Limited

Location: Work from home

Target Markets: Finance & Insurance

Terms: £100 + 10% recurring (24m) + 15% on £599–£999 calls

Deal Size: £100 - £1000

Sales Type: Telesales / Video meetings / online presentations

Optimise Accountants Limited is a UK-based specialist tax advisory firm established in 2010, focused on property investors and international clients. We are not a general bookkeeping practice. Our work is premium, compliance-driven and planning-focused, helping landlords, property companies and US/UK cross-border clients navigate complex HMRC and IRS issues through paid strategy calls and retained advisory services.

We are expanding and actively seeking commission-only sales agents to introduce qualified prospects to our firm.

This Opportunity has expired! Check other related opportunities.

Specialist Tax Strategy Services That Clients Pay For

We provide high-value advisory services designed to solve urgent, expensive tax problems, not low-fee admin work. Our core offer is a paid, specialist tax strategy model that consistently converts into longer-term retained advisory.

Key services include:

60-minute paid strategy calls (£799–£999)
UK property tax planning (CGT, SDLT, Section 24, incorporation, ATED, MTD)
Corporate landlord advisory packages
US & UK cross-border tax planning for expats
Ongoing retained advisory packages (£99–£499+ per month)

Commercial value:

Average first transaction value: £800–£2,500
Ongoing lifetime value often exceeds: £5,000+

Your focus: generate and qualify prospects, then book paid advisory calls. We handle technical delivery and close long-term advisory services.

Benefits

Specialist Niche With Limited Competition
Property tax and UK/US cross-border advisory is a focused market where specialist expertise stands out clearly against general practices.
Clear Pain Points That Drive Action
HMRC and IRS exposure, Section 24, CGT and SDLT planning, and cross-border obligations create urgency and reduce “nice-to-have” conversations.
High-Ticket Fees With Real Upside
Premium advisory with an average first transaction of £800–£2,500 and lifetime value that can exceed £5,000+.
Recurring Commission From Retained Clients
Build repeatable monthly earnings through 10% recurring commission for the first 24 months on retained clients.
Training and Marketing Assets Included
Structured sales training, on-demand videos, optional weekly BDM Zoom sessions, plus ready-made outreach and marketing materials to speed up results.
You Generate Introductions, We Deliver and Close
Your role is prospecting, qualifying and booking paid strategy calls. Our team handles technical delivery and closes retained work.

Target market

Primary market: UK property investors and landlords who

Own multiple properties
Operate via limited companies
Need planning around corporation tax, CGT or SDLT
Are affected by Section 24 or Making Tax Digital

Secondary market: UK/US cross-border clients who

Are US citizens in the UK or UK citizens with US tax exposure
Must file US and UK tax returns
Want to avoid double taxation and penalties
Need specialist planning due to complex rules

These prospects are financially established and actively searching for specialist advice.

This opportunity has expired

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Ideal Profile

This opportunity suits experienced commission-based sales professionals who:

Have a background in financial services, property, or B2B selling
Speak confidently with business owners, investors and high-value prospects
Can uncover financial pain points and qualify quickly
Prefer selling a premium service with genuine urgency and clear ROI
Have access to channels such as LinkedIn outreach, outbound calling, property networks, or expat networks

Why this opportunity is attractive:

High-ticket service with strong margins
Clear urgency due to HMRC rule changes
Repeat and recurring revenue potential
Specialist niche with limited competition
You introduce and qualify, we close and deliver

This is not low-value admin sales. This is high-value advisory.

This Opportunity has expired! Check other related opportunities.

High-Ticket Tax Advisory Introductions for Landlords and Expats (£800–£5,000+ Per Client)

Specialist Tax Strategy Services That Clients Pay For

Benefits

Specialist Niche With Limited Competition

Clear Pain Points That Drive Action

High-Ticket Fees With Real Upside

Recurring Commission From Retained Clients

Training and Marketing Assets Included

You Generate Introductions, We Deliver and Close

Target market

This opportunity has expired

Ideal Profile

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