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Why we developed this service.
It’s important to spend time working on your business, not just in it. It’s important to take time out to discuss what’s happening in your business, so you have clarity of your future direction. A Proactive Accounting Meeting gives you the opportunity to meet with us on a no charge, no obligation basis to discuss the following:
It’s also a great opportunity for us to share how we can assist you in the future. For example, would you like to know more about our strategies to help you grow your wealth, profitability and cashflow? Would you like help improving your efficiency and effectiveness?
Key benefits of a Proactive Accounting Meeting:
What is involved?
You’ll have a complimentary consultation with a senior team member to review your unique situation and discuss how we can support you in the most appropriate way. To make the meeting as productive as possible and tailored to your requirements we’ll ask you to complete a short questionnaire and provide your last annual financial reports prior to the meeting.
Following the meeting, if required, we will prepare a proposal for services with all costs priced upfront.