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would appreciate getting the zero accounts working as it is causing a little more work for me/ would like to see an improved referral system or network with the social gatherings. to the point where the referrals are monitored and encouraged within the businesses. maybe including a chart in the monthly meetings monitors which businesses have passed referrals across to other businesses. the accountancy seems to be taken care of by the systems. Would like to hear of ways to improve my tax for both myself and maybe some training on how to help my clients (estate agency). I often have people looking for assistance with accounts/ information regarding the benefit of homeownership under different structures, but would be unsure if I should could refer them to Co. – Is there anything that you would like to raise or any suggestions for improvement?

  • 7/10 – How well are we doing in dealing your accounts, tax returns, bookkeeping etc in a timely and accurate way?
  • 8/10 – How well are we doing in responding to emails / queries etc?
  • 5/10 – How much of a difference are we making to the success of your business?
  • 8/10 – How likely is it that you would recommend us to someone else?

04 Nov 24