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Our Process


DISCOVERY
Our Process 1

1. During initial discussion, we learn about your situation and your goals to understand your service requirements.

PROPOSAL
Our Process 2

2. We propose a customised solution based on your needs and send you an Engagement Letter to start working together.

ONBOARDING
Our Process 3

3. We guide you through the onboarding steps and manage the handover from your previous accountant for a smooth transition.

DELIVERY
Our Process 4

4. We establish relationships with you to deliver services to address your accounting, tax and advisory needs.

ONGOING REVIEW
Our Process 5

5. Through continuously engaging with you, we review and reevaluate your involving needs to ensure you receive the highest level of service.


GET STARTED

Book your Discovery Call with us below: