YOU ARE HERE: Home > About Us > How We Do It > index


We have a simple 3 step process: 

  1. Get your House In Order
    We review your current financial situation to define where you are now including a check up on the status of your annual tax returns, GST returns and overall finances. 
  2. Plan For Your Future
    Then we take a holistic look at your finances. Whether you are an individual or a business, we listen to you informing us about your goals and we make a plan to get you there. Call it a life plan, business plan, financial plan or strategic plan - the aim is the same, to clarify realistic goals and work out a plan to achieve those goals. 
  3. Annual Review to ensure you are on track
    Lastly having a plan is not enough, you need to measure your progress against the plan to ensure you stay on track to meet your goals. For an individual this would be a yearly review to update any change in circumstances and change in goals. For a business this can include monthly, quarterly or annual reporting. We also provide the service of a virtual CFO, as well as traditional accounting / auditing services.