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[ How We Work ]
Your accountant should be involved before the decision is made.
When something important comes up, we want to already understand the business, the numbers and the history behind the decision.
That means less time explaining what happened before and more time working through what needs to happen next.
[ 01 ] Getting started
We start by getting our head around the business.
We want to understand how the business makes money, where cash is committed, how the owners take money out, how the entities fit together and what decisions are already coming up.
We review the accounting records, tax position, structure and reporting so we know what needs attention first.
The point is to understand the business well enough that future conversations can start with the question in front of you.
[ 02 ] During the year
The timing depends on what the business needs.
Some clients need a couple of planned meetings during the year.
Others need management reporting, tax-planning conversations or more regular involvement because the business is changing quickly.
And some of the most useful conversations happen because something has come up that cannot wait until the next scheduled meeting.
We agree what the relationship includes before we start.
[ 03 ] The meeting
You should leave knowing what happens next.
01
Before the meeting
We review the information and the matters that need discussion before the conversation starts.
You should not need to spend the first half of the meeting bringing us up to speed.
02
During the meeting
We work through what has changed, what the numbers are showing and the decisions in front of you.
Where there are several reasonable options, we explain the trade-offs and tell you what we think.
03
After the meeting
The decisions, actions and responsibilities should be clear.
Everyone involved should know what was agreed and what needs to happen next.
[ 04 ] Before you commit
Some decisions are too important to discuss after the paperwork is signed.
- Hiring someone
- Buying equipment
- Borrowing
- Taking money out of the business
- Changing ownership
- Making a significant investment or commitment
If a decision affects cash, tax, ownership or what the business can afford to do next, we would rather discuss it before the commitment is made.
[ Tax planning ]
Tax planning is more useful before 30 June.
Where tax planning forms part of the engagement, we estimate the expected position while there is still time to consider the available options.
The detailed accounting and tax work still needs to be done properly, but the useful conversation happens before the final return is prepared.
[ 05 ] The information
You should not be making today's decisions from last year's numbers.
The information needs to be current enough and accurate enough to be useful.
Depending on the engagement, that may mean reviewing profit, cash, debtors, margins, wages, commitments, forecasts or other measures that matter to the business.
The exact reporting depends on what the owners need to understand and what decisions are being made.
[ 06 ] The relationship
You should know who is looking after your business.
You'll have a clear point of contact responsible for the relationship, with senior people involved where their judgement is needed and a wider team supporting the work behind it.
The people speaking with you should know the business and the history behind the question. When you call, you should not need to start the story again.
You should know whether something has been received, who is dealing with it and when you can expect to hear back.
[ More than one owner? ]
Everyone should understand the same position.
Owners do not always want the same thing.
One person might want to reinvest. Another might want to reduce debt. Another might want to take more money from the business.
They do not have to agree on everything. But they should be making the decision from the same financial information.
Our role is to explain the numbers, the options and what each choice could mean for the business.
[ 07 ] What sits behind the advice
The advice relies on the accounting work behind it.
Financial statements, tax returns, BAS, tax planning and the other agreed work still need to be accurate and completed properly.
The conversations are only useful if the numbers behind them can be relied on.
[ Technology ]
Technology should create more time for advice, not less time with people.
We use Xero, connected systems, automation and AI where they reduce repetitive work or improve the information available to the team.
They support the work. They do not replace professional judgement or the conversation with the client.
[ Other advisers ]
Sometimes another adviser needs to be in the room.
A significant decision may involve a lawyer, finance broker, financial adviser or another specialist.
Where appropriate and authorised, we work with them so the accounting and tax position is considered alongside the broader decision.
We stay within our professional scope.
[ The engagement ]
We agree the work before we start.
The proposal sets out the work included, the meeting and reporting expectations, the people involved and the fee.
Not every client needs the same level of support.
[ Start the conversation ]
Tell us what's happening in the business.
Tell us what is coming up, what needs attention and what you want from your accountant.
We'll explain how we would approach it and what should happen next.