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Why would my clients use a third-party service I recommend?

Why would my clients use a third-party service I recommend?

by Steve Lake | Feb 14, 2022 | Financial Services

It’s a great question and one that many accountants over the years have asked. Before I answer this, I wanted to welcome you all to 2022 and our first blog of the year. I thought it best to cover off on the most important issue when it comes to partnering with other...
Finding the ideal referral partner

Finding the ideal referral partner

by Steve Lake | Oct 12, 2021 | Business Services, Financial Services

As an Accountant you work closely with your clients to ensure their financial outcomes are compliant and optimal. You are expert in your field and exceptionally good at what you do. It’s also likely you can be a bit of a “control freak.” Great operators are. You don’t...
How Asset Finance can add value to your bottom line

How Asset Finance can add value to your bottom line

by Steve Lake | Oct 5, 2021 | Financial Services

When it comes to lending, there is one constant finance class that crosses over most of your clients. And that is regardless of their financial situations. Be they SME’s, PAYG clients, Investors, Developers and more they all need Assets and Equipment finance. It seems...
You think it’s too hard…think again. That’s because we listen, learn and take action.

You think it’s too hard…think again. That’s because we listen, learn and take action.

by Steve Lake | Aug 11, 2021 | Business Services, Client Management, Featured Articles, Financial Services

Register for our upcoming webinar on the 19th August 2021, 12.00pm AEST As an accountant you know your clients need your trust and expertise when it comes to their mortgages, but you also know this is a highly regulated industry full of wonderful compliance and lender...
You think it’s too hard…think again. That’s because we listen, learn and take action.

You think it’s too hard…think again. That’s because we listen, learn and take action.

by Steve Lake | Jul 30, 2021 | Business Services, Client Management, Featured Articles, Financial Services

Register for our upcoming webinar on the 19th August 2021, 12.00pm AEST As an accountant you know your clients need your trust and expertise when it comes to their mortgages, but you also know this is a highly regulated industry full of wonderful compliance and lender...
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