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Knowledge
1. Understand your business
- What you do services/products
- Financial and taxation position
- Business model
- Objectives
2. Understand you
- Your financial and taxation position
- Personal goals
- Financial requirements
3. Understand your numbers
- Actual financial and taxation position
- How your business functions according to the numbers
Evaluate
4. Feedback/Insights
- Match the numbers to your business objectives and personal goals
- Highlight opportunities
- Analyze obstacles
5. Open Dialogue
- An open forum to discuss ideas for the future numbers
- A director will be available all the time to attend to your issues
Strategy & Plan
6. Outline the future
- Agree the business model
- Agree your business objectives
- Agree your personal goals
- Agree the journey
- Detailed tax opinions
- Detailed recommendations
7. Implementation plan
- Short term requirements
- Long term plan
- Clear timelines
- Budget financial commitments
- Match our services to meet the requirements of the plans
Implementation
8. Practical implementation
- Internal management
- Internal controls
- Clear lines of communication
- Execute compliance work
- Planned support
- Reactive support
- Review progress to stay on track
Ongoing Support
9. Planned ongoing support
- Direct and regular access to one main point of contact
- Practical day to day advice
- Regular reviews against your business objectives
- Forward planning with a focus on risk and tax mitigation
