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