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To be recognized as a highly professional and independent business advisor for small business, and as a leader in improving their education on financial management and tax issues.
To greatly assist clients, in achieving their family financial goals through innovative, strategic and high quality solutions.
Honest and Genuine, what you see is what you get
Treat people the way you want to be treated
We Care
Walk the Talk
Independent
Community Spirit
We focus on providing relevant financial management and tax advice to small business.We have the experience, resources and passion to support the financial needs of both the small business and its family in a very professional manner.
We believe in the no obligation, try before you buy principle. Therefore the first hour of our initial meeting with a new client is FREE.
Our rule for over 20 years, is to visit the clients at their home or business location at a time that suits you.
Yes, we can visit you and our last night meeting is normally scheduled at 7.00pm.
This service forms part of your yearly fee to complete your business tax returns.