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Our Complimentary Client Review service

It’s essential to work on your business, not just in it. Taking time out to discuss what’s happening in your business gives you clarity about your future.

A 60-minute Complimentary Client Review is your opportunity to discuss:
  • Your goals and how you plan to achieve them
  • How your business goals tie in with your personal and lifestyle goals
  • Issues and challenges you're facing in your business
  • How we can work together to address these

We’re not just advisors on your rear-facing bookkeeping - we want to help you achieve your future business goals.

Meet with Leah for a 60 minute review to assess your current situation and discuss how we can support you to maximise opportunities and resolve burning issues. If required, we'll prepare a proposal for any additional support work that we agreed on during the meeting. 

By attending a Complimentary Client Review, you'll:
  • Document your business and lifestyle goals
  • Clarify the actions you need to take to achieve your goals
  • Stimulate strategic discussion around the direction of your business
  • Identify burning issues, opportunities and challenges and respond effectively
  • Gain a better understanding of your business
  • Potentially identify greater business efficiencies

We look forward to helping you beyond your bookkeeping. Call Leah today to book a time.