We enjoy helping our clients (and potential clients) to develop, improve and grow their businesses.
Taking time out to discuss what is happening in your business allows you to gain clarity about your future direction. That’s where we come in.
We offer a complimentary meeting to non-clients to explore how we can best help you. This meeting gives you an opportunity to meet with us on a no charge, no obligation basis to discuss any of the following:
This complimentary meeting is a great opportunity for us to share with you how we can give you the assistance you need to achieve your family, business and personal goals.
Benefits of a Proactive Accounting Meeting
Prior to your Proactive Accounting Meeting, you’ll complete a quick questionnaire and provide your latest annual reports. This will ensure the meeting is productive and relevant to your individual circumstances.
Then you’ll meet with a senior team member who’ll review your unique situation, define some key goals and strategies to achieve them and discuss how you might like us to support you going forward.
Following the meeting (if appropriate) we’ll prepare a proposal with upfront pricing for any services that you may be interested in.