Our Process
1
Intro
DAY ONE
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A complimentary discovery meeting.
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You tell us about yourself/your business.
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You discuss your goals and values.
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We show you how we work with our clients.
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We demonstrate how we can tailor our support.
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You walk away confident in our skills and delivery.
2
Handover
MONTH ONE
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You sign up.
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We complete the boring/necessary admin stuff.
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We communicate and receive the required information from your previous accountant and bookkeeper.
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We set our expectations for the delivery of compliance work.
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You achieve a smooth handover.
3
Next Steps
MONTH TWO
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You're all onboarded and your questions are answered.
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We get to know you, your team, and your business.
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We have evaluated your business and smoothed over any bumps.
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We get your books up to date.
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We get started on the pre-work for your new strategy.
4
Strategy
MONTH THREE
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You outline your Business Plan and Vision.
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We set a 12-month plan, including quarterly goals and actions.
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We establish training and support needs.
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We deliver best practice from the start.
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You're empowered for your future
5
Rise To The Challenge
MONTHS 4-8
Supplementary Work
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Cashflow Forecast*
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Systems Review*
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Tax Planning*
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Accountability Coaching*
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Organisational Review*
*Available services if identified as being of value to your success
6
Finding Your Freedom
MONTHS 9+
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You check in with the team.
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We review your 3 freedoms.
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We look at how the numbers stack up.
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We discuss our service and engagement.
7
Refine & Repeat
YEAR ONE+
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We celebrate your wins.
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We reset your key initiatives.
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We revise your Business Plan and Strategies.
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We adjust your goals and redefine success pillars.
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We find ways to leverage your time effectively.
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We revise your training and support needs.
Book Your Free Discovery Call
Are you looking for a team of expert advisors and strategists to help you rise to reach your Financial, Mind & Time freedom? Our team have what it takes to make a real difference through actionable insights and exceptional support.
Book your free discovery session to find out how we can help support you and your finances.
LET'S START A CONVERSATION
Questions? Send us a message via the enquiry form or email
Give us a call Monday - Friday 8.30am-5pm
Follow and connect with us via social media.
Rise Accountants Brisbane
Level 1, Suite A
14 Jordan Terrace
Bowen Hills QLD 4006
Find directions to Rise Accountants via Google Maps