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There are accountants, business advisors and tax agents, and then there is Charter Partners, a long-established and reputable accounting firm that offers a range of services designed to provide advice and support to clients, whether they are business owners, retirees or wage and salary earners. The firm has a “best practice” philosophy that extends through all levels of their staff, the work they perform and the systems and technology that is present in all their office locations. As well as the traditional accounting, taxation and auditing services that would be expected of an established accounting practice, Charter Partners has developed a number of innovative programs over the last few years that have not only grown their own business, but brought their clients along with them to increase wealth and develop better business solutions. There is no “sleight of hand” practices involved in what they are able to offer clients. Compliance with the taxation laws and other regulatory requirements are at the forefront of their daily decision-making, but at the same time, they have a responsibility to their clients to offer solutions that will save them money and help them plan a prosperous future. “We’ve been with Charter Partners for about 9 years now and are definitely more profitable than before we started using their services. They assist us with a wide range of business issues. It’s great to have someone that doesn’t have a vested interest in the business to give practical advice. Every business should have advisors like them,” said Rod from Murray Views. One of the most popular services available to clients is a fixed price agreement. The obvious benefit of this initiative is that clients know up-front what their accountant North Lakes fees will be. The program includes annual accounting, taxation and compliance work and “one-off” projects. A written agreement is established before any work starts and includes a summary of the services to be provided, objectives, milestones to be achieved, pricing, terms and conditions. This gives the client certainty that their budget is not going to be blown apart, as there are no hidden catches or unexpected, last-minute fees. “The staff at Charter Partners are amazing people. They are very interested in helping me become successful in my business. With the FPA you aren’t going into a tunnel that is black, instead you know what it is going to cost you. They’ve saved me thousands of dollars.............................Just come in and check it out because there is no obligation,” said Neil from Keyway Products. Charter Partners also offer their Business Optimiser Services Package to help business owners focus attention on the important issues that keep the business healthy. The package starts firstly with a business health check to establish a starting point, and secondly is followed by a day of strategic planning to set a long-term vision supported by a mission statement and business plan. The third part of the package is a financial forecast followed by structured meetings and a business mentoring process. “The Business Optimiser services are excellent. You can see your shortfalls and strong points and it provides extra insight into the business, creating a perspective that would take me much longer to achieve,” said Deidre from Tin Can Bay. With so many wonderful testimonials from delighted clients, and an ever-growing client base, the evidence is overwhelming. Contact Charter Partners for an appointment or download one of the brochures available on their website that detail their excellent programs and services.
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