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
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.