Proactive Accounting Meeting

We take pleasure in assisting our clients (and future clients) in developing, improving, and expanding their businesses.

When operating a business, it’s all too easy to get caught up in the day-to-day and forget to take a step back and consider where we are, where we’re heading, and where we are on our path as outlined in our plan. Assuming, of course, that we have a plan in the first place.

It’s critical to spend time working on your company rather than merely in it. Taking the time to talk about what’s going on in your company can help you figure out where you want to go in the future.

A Proactive Accounting Meeting allows you to meet with us at no cost and no commitment to address the following topics:

• Your company objectives and how you intend to accomplish them
• What can you do to help us solve these concerns and plans?
• How your corporate objectives relate to your personal and lifestyle objectives
• Issues and obstacles you’re dealing with in your business, such as growth, cash flow, or your planned exit or sale

This complimentary appointment is an excellent time for us to discuss how we can help you reach your family, company, and personal objectives. Call us now to discover more about the tactics we’ve devised to assist you in increasing your wealth, profitability, and cash flow.

Who should be invited to a meeting?
Contact us if you want to enhance your business’s performance and financial outcomes but don’t feel like you’re getting the help you need. We are certain that we can help and, more importantly, we want to assist you.
What exactly is involved?
You’ll get a free consultation with our director to go over your specific issue and figure out how we can best help you. Prior to the meeting, we will ask you to complete a brief questionnaire and send your most recent yearly financial records in order to make the discussion as fruitful as possible and personalised to your needs.

If necessary, we will produce a proposal for services following the meeting, with all fees priced upfront.

The Advantages of a Proactive Accounting Meeting include the following:

• Examine your objectives and tactics for achieving them.
• Discuss and obtain a better understanding of your company’s core drivers.
• Determine your most pressing concerns and opportunities.
• We’ll evaluate your present setup.
• Identifying further tax efficiencies is a possibility.
• Encourage strategic thinking about your present and future goals.
• Find out how we can help you better safeguard and increase your investments.
• Learn more about our services and how they may help you.
• Take advantage of our combined knowledge and well-informed guidance.

Then you’ll meet with our director, Mohit Khanna, who will go through your specific circumstances, identify some important goals and tactics for achieving them, and talk about how you’d like us to help you in the future.

We’ll generate a proposal with upfront pricing for any services you’re interested in following the meeting (if applicable).

Why not schedule a discovery call HERE to see whether we are a suitable fit for you and, if so, how we can help you see beyond tax.