Skip to content

How We Work

Our 5-step process to providing the business advice you’re looking for…

We’re here for you.

That means we’ll never try to push financial or accounting packages your way. Instead, we go through a careful process to uncover your needs before recommending tailored solutions.

Your requirements are always slightly different to the next business; the solution needs to be different too.

Here’s what you can expect:

Our 5-step process to providing the business advice you’re looking for…

STEP 1:

Click here to call us, email us, or book an appointment online.

STEP 2:

An initial phone meeting with our adviser will assess your general requirements & goals.

STEP 3:

Face-to-face meeting (usually at our offices) to uncover in more detail what you’re trying to achieve & how we may be able to assist.

STEP 4:

A letter of engagement is mailed/emailed to you.

STEP 5:

Our accountants & business advisers deliver services as agreed & regular reviews will be conducted, as required.

Make a time to talk with us!

We’ve been providing professional advisory and accounting services to businesses in and around the Frankston and Mornington areas since 2002. Get the help you need with compliance, tax and accounting, and the guidance you seek for building your business and personal wealth.