Method
We are a fully mobile business. Our staff can work from anywhere including your business premises. We actively encourage our team to get out of the building and spend more time with our clients.
By doing this, we hope to achieve better results for our clients and more timely and useful information. We want our clients to see us as often as possible. This means more opportunities to ask questions, more opportunities to provide advice and more opportunities to make a difference.
Trusted Advisers
We see ourselves as being your partner in business. Being small business owners ourselves, positions us to be the sounding board you sometimes require. Small businesses can be a lonely place which is why we want to position ourselves as the one person you can speak to about anything.
We like to work closely within your network of people. We work with banks, solicitors, brokers, financial planners, insurers and anybody else you need us to, to get you what you need. We do not accept commissions and we do not get referral fees from anyone, we are 100% independent, we work for you.
Client Education
A lot of business owners don’t understand the numbers in their business. They don’t understand what they mean and they certainly can’t learn from them.
We run educational sessions, seminars, workshops, business focus groups and provide one on one training to help people understand the numbers in their business. Understanding the numbers in your business helps you run more efficiently and allows you to make the right decisions in your business.
Pricing / Payment Plans
We offer a lot of our products together to reduce costs and provide simpler payment solutions. With cash flow being such an issue with all of our clients, we try to do our best to make this easier for you when dealing with us. Would you rather pay monthly? We can make it happen.
