Complimentary Client Review (CCR)

As a valued client, you’re entitled to a free session each year to discuss your business goals, challenges, and any upcoming changes. Our complimentary client review (CCR) helps you stay agile, identify new ways to improve, and ensure you’re getting the most from our services.

Full details

• Strategic discussion – We look at your current position, future goals, and any potential roadblocks.
• Burning issues – Got pressing concerns around profitability, cashflow, or tax? We tackle them head-on.
• Tax efficiencies – We explore strategies to reduce tax burdens and protect assets.
• Next steps – If you need more in-depth support, we’ll create a proposal with transparent, fixed-fee pricing.

Key benefits

• Clarity on what’s next – Set goals and create an action plan for the year.
• Informed decisions – By reviewing your numbers, you’ll see where you stand and where you can improve.
• No surprises – Address potential issues before they become urgent.
• One-on-one guidance – This is your chance to ask questions and get targeted advice with no extra cost.