Proactive Accounting Meeting

Proactive Accounting Meeting – Outline

If you’re keen to improve your business performance and financial results but don’t feel you are being supported enough by your current accountant – give us a call. We’ll arrange a complimentary Proactive Accounting Meeting to review your unique situation and discuss how we may be able to support you.

During the meeting we’ll identify your burning issues, opportunities and potential tax efficiencies, and establish goals and strategies to achieve them. We’ll also have a strategic discussion around the current and future direction of your entities.

Following the meeting, if required, we’ll prepare a proposal for services, with all costs priced upfront, whether this be strictly for Business Development work and / or compliance.

Why we developed this service:

It’s important to spend time working on your business, not just in it. Taking time out to discuss what’s happening in your business will provide 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
  • 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?

    Who should have a meeting?

    If you’re keen to improve your business performance and financial results and feel like you are not currently being supported to achieve this, then contact us. We firmly believe that we can help you and, more importantly, we want to!

    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. Following the meeting, if required, we will prepare a proposal for services with all costs priced upfront.

    When should I have this meeting?

    We recommend that you arrange your Proactive Accounting Meeting with us as soon as possible in order to identify immediate strategies to improve your financial position.

    Why put off until tomorrow what you can achieve today!