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Our Why

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Our Vision

“To be our clients trusted advisor by connecting with our clients and communicating in a way that inspires and empowers them to take action to improve their results.”

For a very long time, we accountants have been the gatekeepers of the most vital knowledge in business – financial literacy. Cloaked in jargon, rules that take years to master, and systems that make financial performance bewildering, we have inadvertently created an industry shrouded in fear and mystery.

Our job is to support, teach and nurture our clients to make better business decisions.

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Education enables understanding and growth, and growth is vital to the health of each small business, and in turn our economy. As our clients’ understanding and competency grows, so do the complexity of the problems they are confronted with. This growth is where we step in to support them with more strategic advice.

 

Our entire industry and the way we educate and train new recruits is focused on technical skills, legislative changes, and GAAP processes. From day one, we are taught to speak to our clients in terms of financial statements, key performance indicators, reconciliations, and forecasts.

 

That is our language and our domain of expertise, not that of our clients. No matter how colourful or beautiful our reports are, they are still incomprehensible to most of our clients who have never studied accounting and don’t wish to do so. We’re not going to ‘explain accounting’ to our clients.

We will focus on the specific steps and strategies that they need to implement to grow profitably.

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We are adaptable, diligent, committed, and have a great attention to detail. Working in high-stress situations and meeting tight and demanding deadlines requires us to be resilient and to have good organisational skills. We deal with a broad range of people, so that requires people skills too.

 

As accountants we are in a privileged position to help people by discussing everything from business to sensitive family matters with clients. Accountancy affects every facet of human life, and we see this clearly in our day-to-day interactions. We like helping others. We help our clients all day long.

Helping people solve their problems and achieve their goals is a rewarding way to spend our time.

Next Step

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If you’d like to find out more, then we have two ways to help you out.

 

  • You can download our free 28-point checklist that shows you everything you should be doing to stay compliant, minimise tax, protect your assets and manage your finances – click here

 

  • You can Book your 15-minute discovery session call to find out IF and HOW we can help you and then, if relevant, we’ll book your complimentary tax review – click here.
Bookeeping Checklist Form

Download your free 28-point checklist on staying compliant, minimising tax, protecting your assets and managing your finances.

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Book your 15-minute discovery session call to find out IF and HOW we can help you and then, if relevant, we’ll book your complimentary tax review.

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