Thank you…

Thank you for booking your Complimentary Client Review (CCR).

What we’ll discuss…

  •   Growth and planning opportunities that have been identified during the completion of your accounts
  •   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, profitability, cash flow, succession
  •   How we can support you to address these issues and plans

How the session will work…

You’ll meet with Sarah for a 60 minute session. For the most efficient use of everybody’s time we like to conduct meetings using Zoom. So you will receive a calendar invite with the Zoom link to join our meeting. The other benefits of a Zoom meeting is we can see each other (don’t forget to turn your webcam on!), we can screen share if necessary, and the session can be recorded for future reference.

During the session we’ll be reviewing your current situation and discussing how we can support you to resolve your burning issues. We will send you a copy of the Meeting Minutes documenting your business and lifestyle goals and all agreed actions.

If required, we will also prepare a proposal for you including upfront prices of our services for any additional support work that we identify during the meeting.

Your business will thank you for it…

You’ll be surprised the impact of taking some time out of your business to discuss these important matters can have. We’re excited you’re opening up the conversation and taking us on the journey with you.