We are not merely accountants...
We are here to make a real difference to our clients. Delivering a high-quality, efficient compliance service is just part of that. Helping our clients to develop, improve and grow their business is the next natural step. Our business development offerings are practical and tangible services that create long term value for clients.
The Complimentary Client Review Meeting
As a valued client, you will receive at least one Complimentary Client Review (CCR). In fact, this is an annual event for a number of our clients. The CCR is an opportunity for you to set and review your goals and gives you clarity around the actions you need to take to achieve those goals. It also stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you respond effectively. And of course, it is an opportunity for our team to identify greater tax efficiencies and asset protection.
A great business planning process gets to the heart and soul of your business. On completion of ‘pre-work’ we will have a greater understanding of your vision and core values in order to facilitate a four hour planning session to help you create a clear business plan. The outcome of this service is to identify and prioritise goals in the short term and long term. Findings also allow you to create strategies to achieve your goals, enable you to review actual performance against targets and establish a 90 day action plan to address immediate and critical issues. Importantly, this process eliminates a factor that is all too common in business – procrastination. See the menu on the left for a range of specific coaching services we offer. Contact us today for your annual CCR. Not currently a client? We’d also be happy to discuss your business at a complimentary meeting.