Process

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The Process

We always follow a process, this enable us to provide consistency services, delivering more value and achieve predictable results.

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Initial consultation and engagement

We understand each business is unique. To achieve the best result, we need to understand your business, the problems and challenge that you face and know exactly what matters to you. The only way we know how to do this, is by asking a lot of questions. We will also identify the scope of the engagement, go through the working process and provide a quote of the engagement to ensure we are a good fit for you.   

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Accounts processing

During the accounts development process, each account will be reviewed and reconciled according to accounting standard. We will send out queries to you if necessary, to ensure the financial report are complete and accurate.

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Strategy

Tax strategy will determine your final tax position. We will compare the different strategies with you and provide options based on the results from the financial report. The final accounts will be completed once we decide the strategy and the final accounts will be completed. This will ensure the final result is tax effective and achieve your preferred outcome.

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Wrap up and tax planning

Upon the completion of the financial accounts, we will prepare the year ended adjusting journal to bring your book align with the final financial report. We will discuss any changes in the tax world that may bring risk and opportunities in the next financial year. Proactive tax planning enables you to take advantage of tax strategies and concessions available.