Get a Quote at your first appointment, at no cost?

We’re Qualified accountants from Albury, we know business and we know how to get you setup. One solution is not for everyone, we look at you and your needs and select the best fit an most beneficial outcomes for you to achieve your Goals.

Come in for a free consultation and we can give you a free estimate and look to see if we will be the right fit for you and us. Once you’ve been in, we’ll have a chat and agreed on what you need. We’ll look at your current structure, requirements and look at what you could be missing out on, what opportunities you could be achieving and things your either not getting or looking to get. We can even agree on a price or a monthly fixed price agreement that can benefit you and your cash-flow.

We do all the work:

• We’ll contact your current accountant.
• We’ll ask them to forward your current information to us.
• We will arrange the necessary changes with the ATO and other Government bodies as required.
• We can even access current and prior year information from the ATO and your Previous accountant is needed.
• We take the stress out of doing your return.

It’s that easy.

So if you’re looking for a change in Accountants or just not sure, we offer free Business Quotes and Business Reviews. Come in, check us out, we’ll have a look at your books and see if we can help get you on track to a financially secure future. Come in or call for a Free Quote, 02 6041 1687.

It’s extremely important to work on your business, not just in it. Taking time out to discuss what’s happening in your business is essential to give you clarity about your future and vision to enable us to support you in the most appropriate ways.

A Business Review is an ideal opportunity to meet us on a complimentary, obligation free basis to discuss any of the following:

• Your goals for your business and how you plan to achieve them
• How your business goals tie in with your personal and lifestyle goals
• Issues and challenges you're facing in your business, e.g. growth, profitability, cashflow, succession, etc.
• How you can work with us to address these

Who should have a review?

If you want to improve your business performance and financial results, and minimise any risk in your investments, schedule an Initial Review. We’re not just advisors on your rear-facing tax matters - we want to help you achieve your future business goals.

We’ll review and discuss your current situation at no cost. It’s an opportunity for us to check in with you to ensure that we are giving you all the assistance that you need. For example, we might be able to help you with some strategies to help you grow and protect your assets or improve your efficiency and effectiveness.

What is involved?

You’ll meet with a senior team member for a 30 minute session, reviewing your current situation and discussing how we can support you to resolve your burning issues. We will send you a copy of the Meeting Minutes documenting your business and lifestyle goals and all agreed actions.

If required, we will also prepare a proposal for you including upfront prices of our services for any additional support work that we identify during the meeting.

When should I get a review?

We want to stay in touch regularly to ensure your business and personal goals are being met. We have set aside time for this meeting to happen after your financial statements have been completed. Of course, you don’t have to wait until then; you can contact us any time to arrange a catch-up.

Call us now on  02 6041 1687 or book Online to book your Review to get started.