As a starting point, we meet with you to find out about your business and personal goals and to get an understanding of the root causes of the challenges you wish to solve. This is an important meeting as it allows us to find a perfect way to solving your challenges and helping you realise your goals and to take advantage of opportunities that come your way.
We take away the information gathered in our first meeting. We use this information to create a plan/advice that helps you solve the challenges and/or enables you to make a more informed decision. Depending on your requirements, we may allow you time to implement the recommendation or hold your hand in implementing the recommendations.
The next step is to review the implemented recommendations and solutions to ensure that everything is running smoothly and as initially intended. If a process, or system was implemented, this is the time to review it to make sure that everything is working as intended (that is solving the problem you brought to us in the first place.) You may also need continuous support and evaluation, which can be agreed upon.
We will help you to file your tax returns and we will deal with SARS on your behalf. If you run a side business, we will help you with your provisional tax & making sure you pay as little tax as is legally allowed. Through our trusted partners, we will help you design a financial plan that helps you achieve your goals.
With your challenges solved, with your business now armed with information to make more informed decisions and with your business now taking advantage of new opportunities, you can now spend time on implementing the recommendations, growing your business or doing the things you love to do. If you need an accountability partner, we will stay in touch as your business changes.