Complimentary Client Review – Outline
As a valued client, you’ll 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’s an opportunity for our team to identify greater tax efficiencies and asset protection.
Why we developed this service:
It’s extremely important to work on your business, not just in it. Taking time out to discuss what’s happening in your business is essential to give you clarity about your future and vision to enable us to support you in the most appropriate ways.
A Complimentary Client Review is an ideal opportunity to meet us on a complimentary, obligation free basis to discuss any of 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’re facing in your business e.g. growth, profitability, cashflow, succession, etc.
- How you can work with us to address these
Who should have a review?
If you want to improve your business performance and financial results, and minimise any risk in your investments, schedule a Complimentary Client Review. We’re not just advisors on your rear-facing tax matters – we want to help you achieve your future business goals.
We’ll review and discuss your current situation at no cost. It’s an opportunity for us to check in with you that we are giving you all the assistance that you need. For example, we might be able to help you with some strategies to help you grow and protect your assets or improve your efficiency and effectiveness.
What is involved?
You’ll meet with a senior team member for a 60 minute session, reviewing your current situation and discussing how we can support you to resolve your burning issues. We will send you a copy of the Meeting Minutes documenting your business and lifestyle goals and all agreed actions.
If required, we will also prepare a proposal for you including upfront prices of our services for any additional support work that we identify during the meeting.
When should I get a review?
We want to stay in touch regularly to ensure your business and personal goals are being met. We have set aside time for this meeting to happen after your financial statements have been completed. Of course, you don’t have to wait until then; you can contact us any time to set up a catch up.