Level 5 Service

Level 1 Technical Foundation		Base service – this is what you would expect from accounting professionals. Most accountants stop here.
Level 2 Thorough Analysis		One step up in service – often this step is missed simply to reduce fees – but at what cost to you?
Level 3 Future Focus		Most accountants don’t get here. Based on the past, what is the probable future?
Level 4 Link to Performance		Accountants who link your future focus to performance improvement.
Level 5 Continuous Improvement		Accountants who show you how to continuously improve your business or financial net worth.
Level 1	Level 2		Level 3	Level 4	Level 5
Prepare your personal tax return or Income Statement and Balance Sheet for your company	Analyze & educate you about Critical Ratios or tax planning		Help you set strategies and direction through goal setting and seeking	Link financial goals with business or personal goals. Measure outcomes of financial activity	Monitor and help you strategically manage your business or personal financial activities
	Level 2b
	Conduct ‘what if’ scenarios

Wondering how to get started?