To get started, it’s as easy as saying hey!

We’ll get in touch and ask you a few questions to better understand you, and to see whether we’re a good fit. We’re interested in working with those who want to build a long term partnership and not just a tax outcome.

From there, we’ll need access to some data or reports for us to put together our proposal.

Our Proposal meeting is more than ‘here it is, have a think about it and get back to us’. We provide you with a review of the story in your numbers, highlighting anything that needs to be addressed, so whether you work with us or not, you know the true story that your business is telling you.

Our Proposals are all sent for electronic signature, and once accepted you move to our onboarding meeting, where you get to meet the key players in the team who are there to support you.

Once that is done, we get stuck into the work. Operating behind the scenes, but only ever a phone, SMS, Facebook / WhatsApp / Instagram, or email away.

The best part is, depending on how ready you are, we can usually do this process within 2 weeks.

Permission to be blunt — how frequently you hear from us is dictated by how much you’re willing to pay. We’re not trying to be rude about it, but it’s plain and simple. We value our time and our knowledge, and if you want smart advice, you’ve got to have skin in the game.

But, we’re always available via phone, SMS, Facebook / WhatsApp / Instagram, or email, and we’re regularly sending out communications and invitations to events.

We’re certain we are, otherwise why would you be on our page reading this right now?

In truth, you don’t until you give us a go. Every new beginning starts with a single step.

But if you need more convincing, we can send you through testimonials and client references.

A few things, really:

• We’ve scaled our own business, so we know what works.
• We’ve been in the game for more than 20 years and have some of the sharpest accounting and tax brains you can find.
• We’ve created our own framework for freedom.
• We believe in only win/win situations — it’s in our best interest that you succeed.
• Likewise, we know that you may be looking for an ‘accountant’ but what you really mean is a financial manager.

We’ve got packages from $200/month through to $2000+/month.

It’s hard to say until we start looking into your business, but what we can say is this:

• You’ll never get a bill from us that you didn’t know about.
• We don’t charge for phone calls and meetings, so you can ask us questions.
• We put the power back to you, meaning until you agree to a fee, we won’t start the work.

Of course! Let us know, and we’ll give you a couple clients to speak with.

We’ve worked across multiple industries, and in reality, a business sells time or ‘stuff’ (products).

We understand the differences in both business models because we’ve worked across both business models.

In fact, we’re regularly cross implementing advice, meaning we implement product methodology into service businesses and vice versa, because sometimes the answers require you to think laterally.

We’re a tech-driven firm. Majority of your interaction with us will be via phone, email, zoom/MS Teams.

We’re a Xero Partner, and work predominantly in Xero, but have experience working across Quickbooks and MYOB.

All our lodgements are sent electronically for you to sign, and all the programs we use to run our business are cloud-based, meaning the team can work remotely across the globe (which they do).

For us, work is where the Wi-Fi is.

We work with clients across the country, and when we can, we try to get out there to our clients in different states. But if you’re in Sydney, there’s a good chance we’ll get to catch up for a coffee (or beer).