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 Specialist Advisory 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.
Ready to get started with Thrive? Click below to book a complimentary 30 minute discovery call to discuss your business and how we can help you.