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“The backbone of success is… hard work, determination, good planning, and perseverance.”                                                             – Mia Hamm


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:

  • 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 you are facing in your business e.g. growth, cashflow, succession, etc.
  • How you can work with us to address these issues and plans


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:

  • Review your goals and strategies for achievement
  • Discuss and gain understanding of the key drivers of your business
  • Identify your burning issues and opportunities
  • We’ll assess your current structure
  • Potentially identify greater tax efficiencies
  • Stimulate strategic discussion around your current and future direction
  • Identify where we can assist you to better protect and grow your assets
  • Understand our range of services and how they might benefit you
  • Gain access to our collective wisdom and informed advice



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.



Find out more about Proactive Accounting Meetings



Call us today to learn about strategies that we’ve developed to help you to grow your wealth, profitability and cashflow.



Book your Proactive Accounting Meeting now







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