Easily and quickly identify where the practice has untapped opportunities for growth and income.
A health check to assist identification of strategies that will help
* maximise growth, and
* show how to use the services provided under the 'Firm of the Future' program to apply these strategies.
Conducted by experienced practitioners specializing in practice management.
Merger – joining with another business.
Acquisition – purchasing another business.
Many acquisitions fail to deliver long-term value. That’s often because businesses assess acquisitions as they arise - rather than in the context of their overall strategy.
A custom ‘acquisition template’ is created which sets the criteria to objectively assess opportunities in the context of your overall strategy.
Do you need a robust, affordable valuation for your practice?
Or if your practice is planning a divestment or restructure – or you’re negotiating a different type of transaction.
Advanced, rigorous techniques are applied to formulate a valuation to achieve your goals.
The service is thorough, fast and affordable. The best-practice methodology involves independent research and analysis of key variables, including:
Email can travel a long way before it hits your Clients inbox.
Security of data storage and email transmission may not be of immediate concern to you - but its becoming so with clients.
Do you have a way to securely organize, store and retrieve the important and personal files you hold for clients?
The types of files that you provide your clients are often too important and valuable to store in an unsecured manner (like in a file cabinet, personal computer, or unsecured cloud based storage solution).
Clients today expect protection of their valuable and personal material.
The Client Virtual Safe is a simple and secure way for practices to store and retrieve the essential files you have in relation to your clients – all in one offsite, secure digital system.
Documents such as tax returns, wills, trusts, financial and estate planning documents, deeds, insurance policies, medical directives, etc.
You can securely access their private data right from the website – demonstrating respect for their privacy.
Three Levels of Bookkeeping Service
Wholesale Tax returns of various types:
First Mutual - Helping build Firms of the Future