Complimentary Client Review
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We’re here to make a real difference to your business
Delivering a high-quality, efficient compliance service is just part of that. Helping you to develop, improve and grow your business is the next step.
A CCR stimulates strategic discussion and identifies burning issues, opportunities and challenges so that you can respond effectively. It’s also an opportunity for our team to identify greater tax efficiencies and asset protection.
A CCR meeting is an ideal opportunity for you to meet with us on a no charge, no obligation basis to discuss any of the following:
- Your goals for your business and how you plan to achieve them.
- How your business goals tie in with your personal and lifestyle goals.
- Issues and challenges you are facing in your business e.g. growth, profitability, cashflow, a planned exit from or sale of your business.
- How you can work with us to address these issues and plans.
The Benefits Of A Complimentary Client Review
The Complimentary Client Review Process
You’ll have a free 60-minute consultation with a senior team member. We’ll send you a copy of the meeting minutes and document all agreed actions. If required, we will also prepare a proposal for you with upfront prices of our services for any additional support work.
Frequently Asked Questions
1. What is a Complimentary Client Review?
A Complimentary Client Review is a free, no-obligation session where we take a holistic look at your business and financial situation. We aim to identify strengths, risks, and opportunities you might not currently see. The goal is to give you insight and direction, regardless of whether you decide to engage us further.
2. What will you review during the session?
During the review, we typically examine:
Your current business model, structure, and growth aspirations
Financial performance and key metrics
Cash flow and capital pressures
Systems, processes, and organisational health
Risks or inefficiencies
Strategic opportunities or areas for improvement
At the end, we’ll share observations, possible quick wins, and suggestions for next steps.
3. Who is this review for? Am I eligible?
This review is designed for existing or prospective clients who want fresh insight into their business. It’s especially useful if:
You feel stuck or uncertain about your next moves
You’ve reached a plateau in performance
You’re considering change, growth, or structural shifts
You want an external perspective without commitment
4. Is there any cost or obligation?
No. The key features are:
It’s complimentary (free of charge)
There’s no obligation to engage further
It’s a “what-you-see-is-what-you-get” review — you receive our candid feedback whether or not you continue with us
5. How long does the review take?
The session itself typically lasts around 60 minutes (or a time agreed upon). Preparation or follow-up may add a little extra time, depending on how much background data you share.
6. Do I need to prepare anything beforehand?
Yes — to make the session as insightful as possible, it helps if you provide:
Recent financial statements or performance summaries
Key metrics (e.g. revenues, margins, expense breakdowns)
Background on your business goals, challenges, or opportunities
Any specific areas you’d like us to focus on or questions you have
We’ll send you a short pre-session questionnaire or checklist to guide preparation.
7. What will I walk away with?
By the end of the review, you should receive:
A summary of our observations (strengths, risks, gaps)
Some practical, actionable suggestions or quick wins
Strategic ideas to explore further
Guidance on whether further engagement (e.g. planning, advisory, review) would be beneficial
8. How often should I do a Client Review?
That depends on how fast your business is evolving. Many clients find value in doing a review at key points such as:
Yearly or semi-annually
Before major decisions (growth, restructuring, investment)
When performance is flat or slipping
After market or regulatory changes
9. Can you help me implement the ideas from the review?
Absolutely. While the Complimentary Client Review is a diagnostic session, we can also support you afterward — whether that’s executing quick wins, formalising a strategy, helping restructure, or providing ongoing advisory.
10. How do I book my Complimentary Client Review?
You can request one via the “Talk to an Expert” form on the page. We’ll get in touch to schedule a suitable time and send you the preparation materials.