Promotional banner of WhisperClaims Ebook: "How to package, price and promote your R&D services"

How to package, price and promote your R&D services

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We’re on a mission to help accountants grow and expand by easily adding an R&D tax claims service to your portfolio. This should be a substantial new income stream for your practice, but the time and complexity involved may be off-putting.

Scaling up and moving R&D consultancy in-house without the right tools is easier said than done and we’re proud to be able to provide the best tools and support to help you deliver the service itself. But once you’ve implemented the system, what about the challenge of scaling up and winning new business? How will you go about finding new clients and developing a new and profitable revenue stream, whilst continuing to deliver all of your other services?

We partnered with two accountancy sector heavy weights, Mike Crook and Phil Sayers to bring you a step-by-step guide on how to build a client pipeline for R&D Tax services.

In “How to package, price and promote your R&D services” we help you to understand how to commercialise your service, how to promote it and ultimately how to convert leads into prospects.

If you’re interested in joining the 150+ firms using our software, and want to access some of the help and support that has seen them identify over £200m of eligible R&D spend for their clients using our tech, then please get in touch!

How to write an R&D tax relief technical narrative

With HMRC’s new mandatory requirement for project descriptions on all submissions, we wanted to share our experiences to help others to write their best possible technical narratives.

Available to download here.

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