The Complimentary Client Review
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. CCR is an opportunity for you to set and review your goals and to give you clarity about the actions you need to take to achieve these goals. It also stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you can respond effectively. And of course, it is an opportunity for us to find out, how we can help you more.
Proactive Accounting Meeting
If you feel need to improve your business performance and financial results but don’t feel that 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 can be of assistance to you.
During the meeting we’ll identify your burning issues, opportunities and potential tax efficiencies, and establish goals and strategies to achieve them.
As a follow-up, if necessary, we’ll prepare a proposal for services, with all costs priced upfront, whether this be strictly for Financial Management work and/or compliance accounting.
Cashflow planning is best practice in any business and critical to survival and growth. Our Cashflow Management service is designed to help you improve your Cash Conversion Cycle and maximise your cashflow. This enables you to predict large cash outflows and respond to changes in your business.
Managing cashflow is all about your business processes. After preparing a Cashflow Forecast, we’ll conduct a thorough review of your processes and identify any potential causes for poor cashflow so that we can treat the underlying issues.
We’ll meet with you on a quarterly basis to monitor, analyse and adjust your key cashflow drivers. Acting as your accountability coach, we’ll help you to set annual goals and devise a 90 Day Action Plan to ensure you implement improvement strategies for maximum results.