Best Team for the job!
Building a Team of Experts
There are those firms who source experience within and those who source specialist experience by outsourcing to the best.
We are a resource that can provide support to accounting firms and professionals and can be a significant influence to the success of your business.
While it may be appealing to have be an accounting firm who can provide one-stop-shop, true professionals support the idea of creating a financial team to support the required skill set; specifically accountant, financial planner and lawyer. Each of these experts has a broad base of knowledge and brings a viable perspective that can keep each other in check.
Each of these fields requires specialist knowledge and training therefore it is unlikely one adviser can truly do the job of all three (or even two) without exposing your client and possibly yourself at risk.
Value based relationship.
One of the true strengths of independent accounting business’s is the strong understanding and relationship between the client and accountant. This generally leads to a better financial outcome for client in addressing their needs and financial affairs. When combining this knowledge together with our specialists advisers, the advice given is more precise and effective.
Financial planning provides your clients with direction and meaning to their financial decisions. It allows them to understand how each financial decision they make affects other areas of their finances.