An Accountant is a personal professional, often seeing far more information than any other industry. Changing or engaging with a new Accountant can be intimidating, but we aim to make the onboarding process as smooth as possible. If you are a business client, below are a few steps in the process, to take the uncertainty out of it.
Below is our onboarding process. If at any time you feel we aren't the right fit, we are happy to shake hands and part ways.
It all starts here. No matter how you get in touch, we schedule a 15 minute fact finding call to learn about your personal circumstances, your business, your current arrangements, and most importantly, what you want out of the experience. We aim to clearly identify client expectations and services that each client may find value in, as all situations are different.
Review and Quote
After the initial call, we take some time to formulate a plan and service offering that is most suited to your situation. Our service offerings are dynamic, scalable and cost effective for micro-business, all the way to medium-large business. We also happily service individuals and Self Managed Superannuation Funds.
Where we add value to your situation ultimately determines your satisfaction, so careful thought is given at this stage.
At this point we schedule a follow up call to take a deeper dive into your situation. We may pre-send a questionnaire (depending on your situation and structure) and discuss this in depth during the call. Otherwise, we will go through next steps and present our quotation.
This call is a great time to ask any questions you have had, transparency is the key to success in the service business.
Depending on the outcome of the follow up call, we will present one or multiple engagement offerings through our online system. The engagement letter will outline clearly what our service offering will be, the costs for those services, and other important information about the engagement.
Once reading through, you will be able to sign digitally, enter direct payment details (optional) and we will get to work.
Review of Prior Work
Quality of our work is at the heart of what we do, and the first step in this process is a review of work done prior to our engagement. The review is entirely complimentary, and we find it invaluable in providing benefit to our newer clients. Unfortunately, this review often uncovers errors in prior professional work, and correcting these errors often provides financial benefit to the client.
Simple items like an incomplete franking credit account, misunderstanding of temporary full expensing (<$150k currently), financial accounts being prepared on a tax basis and the non-compliant use of 'Director Fees' are some of the many issues which may be holding your business back.