I’ve shared more with my accountant than my mother.
We hear this a lot, and we value your trust. With your confidence in us, we are here to get you through your major financial decisions.
Book a Call With UsWe are Chartered Professional Accountants.
How We Work Together
Keeping you in the loop
We promise to keep you informed by clarifying the scope of the work. In an effort to increase communication your Team includes Partner, Manager, Team Member and Client Excellence coordinator, who is responsible for keeping us all together.
Your life, our service together, a nice balance
For your well-being and for the good of our Team, we strike a nice balance and plan our work together. All engagements are scheduled in advance and secured in our system. Just like in restaurants, this block of time is dedicated to serving you.
Value for money
The vast majority of the work we do is based on agreed upon fees, which will also include ongoing communication as well as regularly scheduled meetings. In circumstances where it is not possible to fully understand the scope of the work until we dive in (such as complex tax work, due diligence, assistance on purchase or sale of a business, etc.), we will provide you with a range of estimated costs. We value being practical with your money.
No surprise bill
You will know exactly what fees will be charged. When the scope of the work changes, we will communicate with you and discuss the most cost-effective way of dealing with the change in scope.
Success Stories
Uncovering significant tax savings.
A seasoned entrepreneur initially approached SBLR to file trust returns. At our introductory meeting we walked him through the process of filing trust returns. As our conversations unfolded, he shared his long-awaited business dream of setting up an acquisition platform. What began as a meeting to discuss trust returns suddenly turned into a bigger conversation requiring our advisory services.
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A successful sale.
A client has been in the allied health industry business for over 50 years and has trusted us to look after his business needs for the last 15. Over time, the business has grown and become very successful. One good day, our client unexpectedly received an offer to purchase his business, taking him by surprise as he did not know how a sale process worked. Given the relationship we had built with our client, we were called to advise him through each phase of the transaction.
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Talk to Us TodayWhat Our Clients Say About Us
