Our Process

Knowledge

1. Understand Your Businesses

What you do – services/products
Business model
Objectives & goals
Business and Industry opportunities and challenges

2. Understand you

Your financial and taxation position
Personal goals
Financial requirements

3. Understand Businesses Numbers

Actual financial and taxation
position
Financial model today
How your business functions
according to the numbers

Evaluate

4. Feedback/Insights

Match the numbers to your business objectives and personal goals
Highlight opportunities
Analyze obstacles

5. Open Dialogue

An open forum to discuss ideas for the future numbers

Execution

6. Practical implementation

Internal management
Internal controls
Clear lines of communication
Execute compliance work
Planned support
Reactive support
Review progress to stay on track

Ongoing Support

7. Planned ongoing support

Direct and regular access to one main point of contact
Practical day-to-day advice
Regular reviews against your
business objectives
Forward planning with a focus
on risk mitigation