Proactive Accounting Meeting

The way to bring about change is to be proactive and active.

Octavia Spencer

We enjoy helping our clients (and potential clients) to develop, improve and grow their businesses.

This one is FREE….

We offer a complimentary Proactive Accounting Meeting to non-clients to explore how we can best help you. This meeting gives you an opportunity to meet with us on a no charge, no obligation basis to discuss any of the following:

1. Your goals for your business and how you plan to achieve them.
2. How your business goals tie in with your personal and lifestyle goals.
3. Issues or challenges you’re facing in your business e.g. cash flow, growth, asset protection, profitability, or how you plan to exit or sell your business.
4. How we can work with you to address these issues and plans.

Benefits of a Proactive Accounting Meeting

• An opportunity for you to review your goals and strategies for achievement
• Helps you better understand your business
• Discuss and gain understanding of the key drivers of your business
• Identifies your burning issues and opportunities
• We will assess your current business structure
• Potentially identify greater tax efficiencies
• Stimulates strategic discussion affecting the current and future direction of your entities
• Identifies areas where we can assist you to achieve your goals through the growth and protection of your assets
• We will give you an understanding of our services and how they can benefit you
• We will give you certainty about your fees, as you will receive upfront pricing on any work proposed by us
• Gives you access to our collective wisdom and informed advice specific to your unique situation

Prior to your Proactive Accounting Meeting, you’ll complete a quick questionnaire and provide your latest annual reports. This will ensure the meeting is productive and relevant to your individual circumstances.

Then you’ll meet with a senior team member who’ll review your unique situation, define some key goals and strategies to achieve them and discuss how you might like us to support you going forward.

Following the meeting (if appropriate) we’ll prepare a proposal with upfront pricing for any services that you may be interested in.
 
If you’re keen to improve your financial results but don’t feel you’re currently receiving the support you need, contact us today