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:
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:
1. You’ll have a free 60 minute consultation with a senior team member.
2. We’ll send you a copy of the meeting minutes and document all agreed actions.
3. If required we will also prepare a proposal for you with upfront prices of our services for any additional support work.