Pricing Strategy  

There are two strategies for pricing: Fixed Price Agreements and Packaged Services

Fixed Price Agreements

We will meet you once a year to set up a fixed price agreement for all your requirements. No fee surprises!! - Ask for our brochure for more information.

• Ad hoc matters including telephone calls plus other matters
  taking less than 15 minutes.
• Year-end tax review
• Corporate tax review
• Personal tax review
• Bookkeeping packages
• Office procedures management
• Household finance
• Business Assessment
• Business development planning session
• Key performance indicator review

Packaged Services

Standard (essential) Bronze (management) Silver (controllership) Gold (profitability)

Standard Care (essential) – The basic needs

1. Compliance Services   …Reducing your worry

   What every business requires, including financial statement preparation, personal tax returns of principals, T4, T5 preparations, assistance with journal entries, lawyer’s letters to update minutes and annual letter to banker.

2. Taxation Planning …Monitoring your business for success and minimizing your taxation burden

   A review your business performance once a year in order to provide tax planning advice including a look at owner manager remuneration and other tax reduction strategies. Actively planning here will increase your wealth.

3. Seminars and Workshops …Information to help your grow your business and increase your profits

   An invitation to four workshops or seminars of your choice per year of the 8 to 12 seminars offered each year for you or one of your team members.

4. Newsletters and Reports … Information to assist your business and increase your wealth

   Receive our business profitability and financial newsletters and other information that we believe will assistance to you.

5. Telephone Support and Assistance … Services to reduce billings and other irritations

You will receive a client reminder list to remind you of all those important things you should do during the year, unlimited telephone support and assistance with ad hoc matters.

Bronze Care (management success) - Mange your business, maintain and improve upon your successes

1. Management Accounting … getting in control of the business

   We help you prepare budgets for cash flow and profit planning purposes and show you how to use these to get better control over your business, using vitally important management control tools.

2. Management Advice …Action on strategies to improve profit and cash flow

   We go beyond the budgeting process and proactively interpret your periodic reports. In addition, key performance indicators are used in all critical areas of your business. We work with you on these monthly and review your operating plan quarterly.

3. Business Profitability Seminars …Businesses helping businesses to get results

   Join and work with other entrepreneurs in monthly business profitability seminars where you will use strategies developed to make your business grow.

4. Wealth Creation …Maximizing your wealth

Most business people are too busy to manage their own personal affairs. We review your personal net wealth every year and help you in achieving your goals for education, holidays and retirement.

Silver Care (controllership) - Enables you to implement the best systems for your business in addition to all the benefits

1. Use of Technology … Using technology for greater effectiveness

We use technology specialists to find the best Enterprise Resource System for your business; install that system; and train your people. You get the best out of your investment.

2. Finance Management … Making money work for you

We review your financing and help you get the right financing at the best rates. This includes leases, bank loans, lines of credit, equity raising and venture capital

3. Resource Management … Using resources effectively

We review your capital assets, inventories, investments and other assets to determine whether they are being put to best use. We will assist you in devising a plan to get a higher return on your resource investment

4. Accounting Management ...Reducing your accounting burden

We work as your part time comptroller and develop efficient internal control and accounting systems that suit your business. We work with your team members to develop and make them more productive.

Gold Care (profitability ) - Enables you to grow your business and develop you entrepreneurial skills

1. Business Development … Improving the value of your business

We help you in the development of your strategic plan. We explore your business potential and utilize strategies to help make your business more profitable and valuable.

2. Succession Planning …Helping you retire gracefully

We help you plan for your retirement and hand over of your business. This may involve training team member in new skills and developing systems and procedures. Various options for sale of your business can be explored.

3. Corporate Image …Identifying the uniqueness of the business

We help you to set up a corporate image using tools such as ‘menus of products and services’ unique core differentiators, logos, branding statements, customer relation policies and more.

4. Team Development …Getting the best out of your people

We work with your management and your team to find more effective ways of working together incorporating known emotional intelligence and leadership techniques.