How we work with you

Our clients

Our clients are individuals and business owners throughout the Highlands who see the value in partnering with an accounting firm that understands them and wants to work with them to achieve their financial goals.

Initial meeting

When we first meet with you, we’ll ask you lots of questions to help us better understand where you’ve been, where you are now and where you want to go. We’ll ask you questions that you may not have asked before. We’ll challenge you to consider alternatives. This all intended to ensure that our services to you are aligned with your needs both now and into the future.

Client engagement

In commencing the business relationship, we will work within your budget. outline the scope of work, the fee for service and our commitment to you. We’ll also outline the support and feedback we require from you, in order to achieve the objectives you require. We’ll provide you with service options so that you can be directly involved in deciding what support you need from us.

Ongoing advice

We are keen to work closely with all our clients to help them achieve their financial goals. To do this, we will certainly respond to your issues and needs in a timely manner. However, we’ll do a lot more than this. We will call you when you don’t expect it, simply to ask ‘how are things going?’ We’ll make suggestions and challenge you to see alternative options that you may not have considered.

 

How we work with you

Our clients

Our clients are individuals and business owners throughout the Highlands who see the value in partnering with an accounting firm that understands them and wants to work with them to achieve their financial goals.

Initial meeting

When we first meet with you, we’ll ask you lots of questions to help us better understand where you’ve been, where you are now and where you want to go. We’ll ask you questions that you may not have asked before. We’ll challenge you to consider alternatives. This all intended to ensure that our services to you are aligned with your needs both now and into the future.

Client engagement

In commencing the business relationship, we will work within your budget. outline the scope of work, the fee for service and our commitment to you. We’ll also outline the support and feedback we require from you, in order to achieve the objectives you require. We’ll provide you with service options so that you can be directly involved in deciding what support you need from us.

Ongoing advice

We are keen to work closely with all our clients to help them achieve their financial goals. To do this, we will certainly respond to your issues and needs in a timely manner. However, we’ll do a lot more than this. We will call you when you don’t expect it, simply to ask ‘how are things going?’ We’ll make suggestions and challenge you to see alternative options that you may not have considered.

 

  • MYOB-Logo_RGB_146x90px
  • xero_90px
  • CPA-Public-Practice-RGB-logo
  • Tax_Practioners_90px