DISCOVERY
1. During initial discussion, we learn about your situation and your goals to understand your service requirements.
PROPOSAL
2. We propose a customised solution based on your needs and send you an Engagement Letter to start working together.
ONBOARDING
3. We guide you through the onboarding steps and manage handover from your previous accountant for a smooth transition.
DELIVERY
4. We establish relationships with you to deliver services to address your accounting, tax and advisory needs.
ONGOING REVIEW
5. Through continuously engaging with you, we review and reevaluate your evolving needs to ensure you receive appropriate level of service.