FAQs

Simply, we do everything a full-service accountancy does, but we look at your business as a much bigger picture. Instead of handing your annual documents and sending you on your way, we are focussed on seeing you grow – that means strategic decisions made for the long-term, structures that build value, and people who care about your success in business and in life.

Only invest money you do not require for the next 2+ years. That way, the market conditions should not force you to make a decision that you do not want to take. Think about long term investing, inside your business and outside of your business. When it comes to shares investing and properties, you want long term investing in mind.

We meet with most clients monthly and at the very least quarterly. We work together with businesses to ensure that we achieve the outcomes that are set. Sometimes that involves working extremely closely with clients and other times not as much.

You should engage in the services of a financial/business advisor when you have the cashflow to implement the strategy. But also, you may need to restructure your business and change a few things if you are struggling, so that should be considered as well.

Retirement planning is something we help our clients with daily. We will work with you to assess your situation, discuss your retirement goals and formulate a sound strategy to determine the right retirement plan.

No. We connect you with our trusted network of providers who are specialists in portfolio management. We evaluate and advise on your investments as a whole.

We access clients needs for both compliance work and advisory work, then we set out a schedule of work over between now and the end of the financial year. Then we lock in fixed fees for the financial year to avoid any bill shock. Then unless discussed prior, there are no additional fees. Regardless of emails/phone calls etc.

Only invest money you do not require for the next 2+ years. That way, the market conditions should not force you to make a decision that you do not want to take. Think about long term investing, inside your business and outside of your business. When it comes to shares investing and properties, you want long term investing in mind.

We meet with most clients monthly and at the very least quarterly. We work together with businesses to ensure that we achieve the outcomes that are set. Sometimes that involves working extremely closely with clients and other times not as much.

You should engage in the services of a financial/business advisor when you have the cashflow to implement the strategy. But also, you may need to restructure your business and change a few things if you are struggling, so that should be considered as well.

A payroll policy should describe the payroll process as it relates to the administration of salaries, timekeeping, payroll schedules and payment methods. It should include:

• Standard Workweek
• Timekeeping
• Breaks and Meal Periods
• Overtime Guidelines
• Pay Periods, Dates and Direct Deposit
• Payroll Deductions
• Final Paychecks

Bookkeeping for your business is a necessity, whether you do it yourself or hire outside services. Keeping track of your finances is not only important to track business growth, but also for your tax and legal obligations.

Bookkeeping entails the recording and tracking of financial transactions. Core duties involve data entry, payroll, accounts payable, reconciliations and monthly reports.