We specialise in helping businesses reach their full potential. We also recommend strategies to reduce your workload and stress.
- Initial meeting – This meeting may take place in person, by phone or video call. It is about getting to know each other. We’ll talk with you to get to know what your needs are and discover how we can help you out.
- Engagement – we will review your information and set out our recommendations for what work you require. We can provide a fixed quote for once off or ongoing services in our terms of engagement document.
- ID Verification – The Tax Practitioners Board requires that all registered tax practitioners must verify and validate the identity of their clients prior to providing tax agent services. We need to sight your identification documents as part of this process.
- Implementation – once we have all the information we need and have received the signed terms of engagement, we will commence work on your job. Depending on what needs to be done we can give you an estimated timeframe for completion.
- Review and approval – prior to lodgment of documents we will ask you to review and approve them. For this we use a secure (bank-level encrypted) software platform called myprosperity for document signing and storage.
In most circumstances we will provide you with an upfront fixed price quote (terms of engagement). You will need to sign this document before we commence your work.
Our invoices are issued on 7-day terms. In some situations we require a deposit or upfront payment before we can commence work.
We also offer the option of a monthly direct debit arrangement for payment of fees. We recommend this option for those who are using subscription based services (e.g. Xero, Class), have complex affairs or require ongoing bookkeeping services.
Direct debit payments improve cashflow as they spread the cost over the year, rather than the payment being a lump sum. Paying by direct debit does not increase the overall cost of your work.
Depending on the nature of your work we may enter into an ongoing service arrangement with you.
Where we provide ongoing services (such as bookkeeping or business coaching) we will review our engagement at least annually. This will ensure that the agreement continues to meet the needs of both parties.
We also offer the option of a monthly direct debit arrangement for payment of fees.
Direct debit payments improve cashflow as they spread the cost over the year, rather than the payment being a lump sum. Paying by direct debit does not increase the overall cost of your work.
For data security and privacy reasons, we do not send personal or sensitive information by email.
Instead we use a secure (bank encrypted) software platform called myprosperity for document signing and storage.
We will set up a free account for you using your unique email address. Once your account is set up you need to activate your account.
We recommend and use the following software to help streamline processes.
myprosperity – myprosperity is an online software we use to safely transfer, sign and store documents. Your secure myprosperity account offers bank level encryption to protect your information and allows you to upload documents for our review as well.
Xero – Xero’s online accounting software is easy to use and allows real time processing of your accounts.
Class Super – Class Super makes managing your SMSF easy. Class is able to get secure data feeds from most bank accounts and investment platforms, reducing your administrative burden.
Hubdoc – Hubdoc can be used to capture key information from bills and receipts, reducing the amount of time you need to spend on data entry.