DELIVER
UNDERSTAND
ADVISE
M.A.P. Session
It’s also a great opportunity for us to share how we can assist you in the future. For example, would you like to know more about our strategies to help you grow your wealth, profitability and cashflow? Would you like help improving your efficiency and effectiveness?
- Information you provide: We receive and store any details you provide about yourself. This may include your name, address, email, username, phone number, and any other information you provide.
- Automatically collected information: We use automatic processes to collect and store information about you such as your IP address, information provided via website cookie tracking, and other identifying details.
- Information provided by external sources: This may include any details we may receive from shipping couriers we may work with to deliver your order.
Benefits of a M.A.P session
- Review and establish your goals and strategies for achievement
- Identify your burning issues and opportunities
- Assess your current business structure
- Stimulate strategic discussion of the current and future direction of your entities
- Identify how we can assist you to achieve your goals through the growth and protection of your assets
- Gain access to our collective wisdom and advice for your unique situation
- Identify the key drivers of your business
- Potentially identify greater tax efficiencies
- Gain a better understanding of your business
- Understand our service offerings and how they can benefit you
- Gain certainty about our fees, with upfront pricing for proposed work
Appointing an accountant or a CFO is an important decision. We acknowledge this and would give this important decision the full respect it deserves.
This starts with Initial discussions strictly invitations only.
It’s important to spend time working on your business, not just in it. Taking time out to discuss what’s happening in your business will provide clarity of your future direction. A M.A.P session gives you the opportunity to meet with us on a no charge, no obligation basis to discuss the following:
- Your goals for your business and how you plan to achieve them
- How your business goals tie in with your personal and lifestyle goals
- Issues and challenges you are facing in your business, e.g. growth, cashflow, succession, etc.
- How you can work with us to address these