SERVICES
After being business owners and accountants for 30+ year, we’ve worked out how to get the best results. We treat every business differently and create personalised strategies for them, and help them manage their bookkeeping and tax under one roof.
These personalised strategies are designed to minimise your tax, protect your assets and help you achieve your goals.
After we look at your numbers, we have a one on one strategy session, and from there we create a custom package that includes everything you need. After doing this for over 30 years, we have a pretty good idea of it. We have also designed it this way with transparency in mind, so you know exactly what you’re getting from the start.
Your tax gets reviewed annually, and bookkeeping quarterly so we can make any adjustments to ensure that your package and services reflects you and your business as it changes, as you achieve your goals, and as your strive for new ones.
CUSTOM PACKAGE
To give you a bit of an idea, your package could start off looking a little something like this, before we personalise it with everything you need, and takeaway anything you don’t.