Proactive Accountant Meeting

Part of our Company values is that we enjoy helping our existing and potential clients develop, grow and improve their business and structure their time spent involved with it.

BAS Associates offer a personal and complimentary Proactive Accounting Meeting to potential clients to explore the options of how we can best help you. This first meeting will give you the opportunity to meet with us on a video call or in our sanitised offices in either Berkhamsted or The New Forest. This meeting is of course on a no charge, no obligation basis and we can explore any or all of the following:

  • How your personal and lifestyle goals align with your business goals.
  • How these goals can be achieved and what your plan is to achieve them.
  • Issues and challenges you may be finding in your business: Growth, Asset Protection, Profitability, or what plans you may have to exit your business.
  • How one of our specialist team can work with you to address these issues and plans.

This discovery chat is a great time for us to share with you how you will benefit from the assistance you need to achieve all your goals and address all your challenges.

Book a time here to learn about the strategies that our team have developed to improve your profitability, grow your wealth and restructure your cashflow.

The benefits of a Proactive Accounting Meeting with the BAS Associates team:

  • An assessment of your current position
  • A review of your goals and the scenario for development
  • Identify your key challenges and future opportunities
  • Discussion regarding your tax position and potential efficiencies
  • Gain an understanding of your key personal and business drivers
  • Stimulate strategic discussion regarding your current and future direction
  • Identify where our team can assist you to grow and protect your assets
  • Understand the benefits of how using our team, experience and services can benefit you

In advance of our Proactive Accounting Meeting, you’ll complete a short questionnaire and provide us your most recent set of accounts. This will ensure that our meeting is focused, productive and relevant to your individual circumstances.

In the meeting you will meet with at least one senior member of our team who will review your situation, work with you to define some key points and strategies to achieve them and discuss with you how you would like us to support you going forward.

Following our meeting we will prepare a proposal outlining the summary of our discussion with guaranteed pricing for any support which we agree.

If you’re keen to improve your financial results and rewards and feel that your current support can be improved, contact us today.

For a complimentary Discovery Call to discuss the most appropriate level of support, a personalised quote and a guarantee of our best possible service, please complete the form below and one of our senior advisors will contact you.
Or if you prefer, please call 01442 560050 for our Northchurch Accountants office, 01296 681381 for our Wingrave Bucks Accountants office or 023 8202 7681 for our New Forest Accountants office.

This will help us ensure you are contacted by the most local office.
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