We know that every client is different - in terms of their financial knowledge and the services that they need.  So, our first step is to meet with you to undertake a Complimentary Client Review which is an obligation free opportunity to discuss your business and how we can help. 

Complimentary Client Review Covers:

  • 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 that you're facing in your business, eg growth, profitability, cashflow, succession etc
  • How we can work together to address these issues

From this review, we'll then put together a Tailored Business Plan that will meet your needs.

Tailored Business Plan - Minimum Inclusions:  

  • One-off fee to get your prior year financial statements and income tax returns up to date
  • Software subscriptions as agreed
  • Annual accounts and income tax returns
  • GST returns
  • Our tax monitoring and administration service
  • Annual Meeting

We can also add any of our Compliance Plus or Business Development Services to your Tailored Business Plan.

Your routine tax compliance jobs get sorted quickly so we can focus on more important things - the things that will move you towards your goals.  With a tailored package, you'll pay a simple monthly fee that covers everything that you need, including your end-of-year accounts.  That way there are no bill shocks come tax-return time.