We provide you with a fixed quote for your work upfront so you know exactly how much you will pay, no nasty surprises.
You have the right to these whenever you feel the need FREE of charge.
We agree upfront on what we will deliver, by when, and the desired outcome. If we say we will do something, we do it. Simple as that.
To identify all the tax planning opportunities you are not presently taking advantage of.
Use our services to help you pay less tax and increase wealth, completely at our risk. Our services are so outstanding there's a 100% Risk-Free Guarantee
You can receive a very broad range of services and we are familiar with business clients from startups to larger companies covering many sectors including:
We appreciate that only in time can we gain your trust so that you know when we say we can and will do something, we do it. Simple as that!
If you’d like to find out how we could help your business, get in touch now to arrange a free Proactive Accounting Meeting!
It’s important to spend time working on your business, not just in it. Taking time out to discuss what’s happening in your business will provide clarity of your future direction. A Proactive Accounting Meeting gives you the opportunity to meet with us on a no-charge, no-obligation basis to discuss the following:
It’s also a great opportunity for us to share how we can assist you in the future. For example, would you like to know more about our strategies to help you grow your wealth, profitability, and cash flow? Would you like to help to improve your efficiency and effectiveness?
If you’re keen to improve your business performance and financial results and feel like you are not currently being supported to achieve this, then contact us. We firmly believe that we can help you and, more importantly, we want to!
A Complimentary Meeting
You tell us about yourself/business.
We show you how we work with our clients.
What are your goals and values?
How can we tailor our support?
You sign up.
We complete the boring/necessary admin stuff.
We request and receive what we need from your previous accountant.
We set our expectations for delivery of compliance work.
We get to know you, your team and your business.
We iron out any historical creases.
We get your books up to date.
We answer your questions.
Your Business Plan
Clarify your vision.
Set a 12-month plan and quarterly goals and actions.
Start with the end in mind.
Establish training & support needs.
Best practice from the get go.
*Available services if identifies as being of value to your success.
How are the numbers stacking up?
How's our service been?
Your Revised Business Plan
Celebrate your wins.
Reset key initiatives.
Adjust goals and redefine what success looks like.
Leverage your time effectively.
We provide a sounding board.
Revise training & support needs.