The Process of Becoming a Client
The first step is to work out if we are a good fit for you, and likewise that you are a good fit for us. – This can be done through booking a 10 min chat with Ben Walker.
Once we’ve established this, then we need to really understand your business and how you are structured.
Then we can provide our advice on structuring, processes, and systems that need implementation at the outset – or any loose ends that need tying up.
Once this is smoothed out, we can then focus on helping you understand the numbers in your business to grow.
Here’s more information on how to change accountants.
Businesses We Work With
We work with clients who want to better understand the numbers that grow their business. The majority of our clients are in service industries, or what we call ‘knowledge industries’ – people who sell what they know / their expertise.
For example, we help clients in the following industries:
- Contractors and Consultants
- Health and Fitness Businesses
- Creatives and Marketing Agencies
- Medical and Para-Medical
- Professional Services
- Property Investment and Property Development
They can be at varying stages of business, but we’ve found that through our skill set we provide the best value to those who have been in business for 3 years, and in that time have built their personal income to $100,000 or more.
Our clients are located in Brisbane, the Fraser Coast, Sydney, Melbourne.
We also help Private Investors and Self Funded Retirees
We also work with private investors and self-funded retirees. This is as a result of our experience with businesses, and what we find is that as our business clients’ wealth builds, so do their requirements around private investment and superannuation.
We have experience in complex structuring around property, unique investments and managing asset protection and tax planning around maintaining a lifestyle provided for by passive investment.
We can help you with:
- Private Investment Trusts
- Property Development
- Self Managed Super Funds (or SMSF’s)