As part of our on-going work with you – we’ll continually review market conditions and legislative changes – presenting our findings, conclusions and recommendations to you for consideration and decision making.
We will also undertake a full review of your personal and business finances, relating to tax and law – prepare a proposal outlining the recommendations and impact, with enough time to implement the suggestions.
The Process
Step 1
We’ll send you a reminder to ensure all accounting records are up to date
Step 2
We’ll monitor the market and perform a review of your personal and business finances
Step 3
We’ll provide you with recommendations and work with you to understand their impact