FAQs
If I have an accountant already can I change over to you?
Changing over to me is really simple.
You just let me know you want to come and work with me and I will do the rest. I will contact your current accountant and let them know you want to come across to me. They will then provide me with all I need to know to become your accountant.
Is this just for business owners?
Whilst I have designed the bucket list with business owners in mind, it can be used with anyone. My main goal is to ensure that everyone that works with me leaves nothing to chance and is able to tick everything off their bucket list.
Do you need to see my past tax reports?
All I need is a copy of the last set of financial statements that your previous accountant prepared. If you don’t have a copy I can request them from your accountant.
What if I’m a business owner but my partner is employed? Can you still do both our tax?
Absolutely I can. For me to be of the most benefit to you, it is helpful to know the financial situation of both you and your partner. Also, I assume that you both have similar goals in life, so it is great to tick them off together.
Do you help me with my general tax stuff, but also help me achieve my bucket list goals?
Our main focus is to help you achieve your bucket list goals. A part of that is to help you with your general tax so you are paying as little tax as possible. Less tax paid means more money in your pocket to achieve your bucket list goals.
Do we need to do a face-to-face appointment? Or can this be done online?
Face to face is great, but one thing I have learnt is that it is not essential. A zoom meeting can be just as effective as a face-to-face meeting.
What accounting programs do you prefer eg: Xero, MYOB etc?
My personal preference is Xero as I find this the easiest for both me and you as a business owner. However, I am equally as comfortable with other software. The only thing I would insist on is that whatever software you use it is online with direct bank feeds.
If I do not meet my goals, will you advise me on how to get there?
Absolutely, that is all part of the service. We would be setting targets to help you achieve your goals. We would then monitor those targets to give you the best chance of achieving your goals.
I’ve only just started my business, is there a particular time period you only work with?
Any time in your business life is a good time to start working on your bucket list. A new business gives us a clean slate to work with which can be fantastic. An established business gives us a solid base to work from and refine, which is also great. The most important part of the process is your desire and willingness to see ticks next to your bucket list items.
My accounts are a mess? Is there a way to manage them better before I meet with you?
As part of the process of working with us, we will review your current bookkeeping and advise ways to manage it better. We have found this is the best way to turn a mess into a masterpiece.
