How We Work

New Clients:

1. Please view our Home Page, Our Firm, Our Team, Testimonials, Case Studies and How We Work pages so that you know a fair bit about us.
2. If you’re interested in making contact and becoming a client, then please complete our New Client Inquiry Form so that we can work out if we’re a good fit for one another.
3. We’ll then assess if we’re a good fit for you and will let you know the outcome based on your answers in the Form.
4. We may need to either ask you a few more questions or sight supporting documents before providing you with a general fee estimate and engagement letter.

Engagements & Fees:

Before we start your work or provide you with any advice, we’ll raise an engagement letter which will include details of the service, terms of the engagement and fee estimate.

Most engagements, additional work orders, work requests, confirmations or opinions are charged upfront and at the time of you accepting the engagement.

We may agree to charge on a progress billing basis for larger engagements.

Once engagements are signed and payment details captured we’ll then schedule in your work and advise you of an estimated start date.

Additional engagement letters or work orders will be raised for any out of scope work but we’ll always advise you before hand.

Answering your Short Queries – Peace of Mind:

There’s nothing like peace of mind to know that you’re on the right track. That’s the value in having a professional by your side to steer you in the right direction.

We’ll email you our Short Consult engagement letter which allows us to provide you with a general opinion at a relatively low cost to you. 

But beware: In Australian tax law “the devil is always in the detail” and we’ll likely need to dive deeper into your particular circumstances to properly advise you.

Following our Short Consult, we can then provide a Long Consult engagement letter or expanded engagement if required so that we can consider your particular circumstances and therefore properly advise you.

Service Packages:

A Service Package is simply a bundle of services that includes bookkeeping (transactions coding), accounting, tax compliance and lodgement services.

For even greater financial insights we offer CFO-Style budgeting, forecasting and “Power Dashboard” services.

The importance of Service Packages in managing your business or investment portfolio:

1. Our Service Packages are designed to provide you with timely and accurate financial information whenever you need it. They are also designed to save you time!
2. They’re essential if you’d like financial insights about your business or investment portfolio all year round!
3. They’re also essential if you value tax compliance – as we’ve seen the disasters that occur with clients who attempt to do the bookkeeping themselves or pay for a “cheap” service!

For your business or investment portfolio we use Xero cloud accounting software exclusively. For SMSF processing and compliance we use BGL360 cloud-based software.

Cloud software means that you will always have access to your live data wherever you are in the world – and more importantly you’ll be able to access live insights all day every-day! 

If you are using any other accounting software to manage your business we can talk with you to converting your file to Xero. We are certified conversion experts! We love Xero – and we know you will too!

Determining Fees for Service Packages:

Every business or investment portfolio contains it’s own unique set of goals and challenges. This means that before we can provide you with a fee estimate, we’ll need:

1. You to complete our New Client Inquiry Form so that we can asses if we’re a good fit for you;
2. To consider a combination of factors including your transaction volumes, ledger complexities, and also your business or investment goals and challenges;
3. An invite into your current ledger and will also need to review your previous year’s financial statements and tax return.

We’ll then provide you with a fee estimate and should you wish to proceed we’ll send you an engagement letter so that you know exactly what you’re paying for.

Fees are generally charged monthly in advance and at the beginning of each month. There’s no lock-in monthly contracts giving you peace of mind and flexibility.

As businesses and investments are dynamic, we’ll review your file periodically and may need to re-set your monthly fee to take into account any changed complexities in your business or portfolio.

We’re committed and passionate about what we do and will always communicate with you in a timely manner.

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