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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 complimentary no obligation Initial Phone Consultation with us below: