One thing all four of us Directors agreed on when we merged was that we all love working with our clients to help them with their businesses. We like nothing better than when our clients achieve the lifestyle they want to from their business. So we’ve been working on defining and streamlining our business advisory services to make sure our services are in the best interests of our clients’, managed consistently and using up to date business practices. It’s all things we are very experienced at doing, just defined and managed in a better way.
Over the coming months we will feature the services in these blogs to introduce and explain them.
The best place for us to start working with you is with a Complimentary Client Review for existing clients or a Proactive Accounting Meeting for new people. This is where we find out from you what your aspirations for your business are and what’s going on in it at the moment.
Read on to find out more about a CCR, and call us if you have any questions or would like to arrange a time for us to come and meet with you.
Complimentary Client Reviews – Outline and Benefits
Why we developed this service.
It’s extremely important to work on your business, not just in it. Taking time out to discuss what’s happening in your business is essential to give you clarity about your future and vision to enable us to support you in the most appropriate ways.
A Complimentary Client Review is an ideal opportunity to meet us on a complimentary, obligation free basis to discuss any of the following:
- Your goals for your business and how you plan to achieve them.
- How your business goals tie in with your personal and lifestyle goals.
- Issues and challenges you are facing in your business, e.g. growth, profitability, cashflow, asset protection, or your planned exit from, or sale of, your business.
- How you can work with us to address these issues and plans.
Who should have a review?
If you want to improve your business performance and financial results, and minimise any risk in your investments, schedule a Complimentary Client Review. We’re not just advisors on your rear-facing tax matters – we want to help you achieve your future business goals.
We’ll review and discuss your current situation at no cost. It’s an opportunity for us to check in with you that we are giving you all of the assistance that you need. For example, we might be able to help you with some strategies to help you grow and protect your assets or improve your efficiency and effectiveness.
What is involved?
You’ll meet with a Director for a 60 minute session, reviewing your current situation, and discussing how we can support you to resolve your burning issues. We will send you a copy of the meeting minutes documenting your business and lifestyle goals and all agreed actions.
If required we will also prepare a proposal for you including upfront prices of our services for any additional support work that we identify during the meeting.
When should I get a review?
We want to stay in touch regularly to ensure your business and personal goals are being met. We have set aside time for this meeting to happen after your financial statements have been completed. Of course you don’t have to wait until then; you can contact us any time to set up a catch up.
Call us now on 910 3340 to book your Complimentary Client Review.