Complimentary Client Review

Complimentary Client Review meeting

We’re here to make a real difference to our clients…

Delivering a high-quality, efficient compliance service is just a part of that. Helping you to develop, improve and grow your business is the next step. As a valued client, you can have one Complimentary Client Review (CCR) per year.

A CCR stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you can respond effectively. It’s also an opportunity for our team to identify greater tax efficiencies and asset protection.

A CCR meeting is an ideal opportunity for you to meet with us on a no charge, no obligation basis to discuss any of the following:

  1. Your goals for your business and how you plan to achieve them.
  2. How your business goals tie in with your personal and lifestyle goals.
  3. Issues and challenges you are facing in your business e.g. growth, profitability, cashflow, a planned exit from or sale of your business.
  4. How you can work with us to address these issues and plans.

At your CCR meeting we’ll review your current situation at no cost. It is an opportunity for us to check in with you to be sure that we’re giving you all of the assistance that you need.

The benefits:

  • Set SMART goals and gain clarity about actions you’ll take to achieve them
  • Stimulate strategic discussion affecting your future direction
  • Gain access to our collective wisdom
  • Potentially identify greater tax efficiencies
  • Identify burning issues, opportunities and challenges to respond effectively
  • Understand and manage your business better
  • Identify areas where we can assist you to unlock further potential

Who should have a review?

If you want to improve your business performance and financial results, schedule a Complimentary Client Review. We’re not just advisors on your rear-facing tax matters – we want to help you achieve your future business goals.

We’ll review and discuss your current situation at no cost. It’s an opportunity for us to check in with you to ensure that we are giving you all the assistance that you need. For example, we might be able to help you with some strategies to help you grow and protect your assets or improve your efficiency and effectiveness.

What is involved?

You’ll meet with a senior team member for a 60-minute session, reviewing your current situation and discussing how we can support you to resolve your burning issues. We will send you a copy of the Meeting Minutes documenting your business and lifestyle goals and all agreed actions.

If required, we will also prepare a proposal for you including upfront prices of our services for any additional support work that we identify during the meeting.


When should I get a review?

We want to stay in touch regularly to ensure your business and personal goals are being met. We have set aside time for this meeting to happen after your financial statements have been completed. Of course, you don’t have to wait until then; you can contact us any time to arrange a catch up.

Benefits of a Complimentary Client Review

  • Clearly discuss and document your business and lifestyle goals
  • Gain clarity of the actions you need to take to achieve your goals
  • Stimulate strategic discussion around the current and future direction of your business and investments
  • Identify your burning issues, opportunities and challenges so you can respond effectively
  • Gain a better understanding of your business
  • Access the collective wisdom of our firm
  • Assess the current structure of your business
  • Potentially identify greater tax efficiencies
  • Gain a better understanding of the ways we can support you

Keen to improve your business performance, financial results and minimise any risk in your investments?

Call us today to book in a Complimentary Client Review meeting.

Not currently a client? We’d also be happy to discuss your business at a complimentary meeting.

Get In Touch

Find out what we can do for you

Get in Touch

Find out what we can do for you